
Detail-oriented sales support analyst experienced in managing RFP submissions and delivering impactful proposals. Proven ability to enhance customer satisfaction through reliable service and effective team collaboration.
-Quote Manually rated business for all size groups
-Submit experience rated RFP's to Experience Rating/Underwriting
-Create proposals and highlight sheets
-Run plan alt options on inforce manually rated business
-Create and deliver renewal letters to brokers
-Manage RFP submissions, requesting missing information from brokers or rep
-Submit sold new business and policy change requests to the Home office
-Log RFP opportunities in Salesforce and maintain
-Request GeoAccess, Disruption and Claims Repricing reports from Geo Team
-Keep Microsoft Teams files up to date
-Submit Questionnaires over to our Group Questionnaire Team
-Customer Service
-Quoted new business for groups 2-250 lives
-Renewal letter processing - Negotiated renewals
- Policy Changes for in force business
-Customer Service