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Under general supervision, and in accordance with established policies and procedures, relies on knowledge of commonly used concepts and practices in the preparation of high-quality, formal RFPs, customized proposals, presentations, and bids; assists in analyzing risk and financial data to underwrite new business opportunities for complex, high premium group cases; assists less experienced underwriters with preparing RFP spreadsheets and formal RFPS or complex proposals.
Job Responsibility:
Preparation of high-quality, formal RFPs, customized proposals, presentations, and bids
Assists in analyzing risk and financial data to underwrite new business opportunities for complex, high premium group cases
Assists less experienced underwriters with preparing RFP spreadsheets and formal RFPS or complex proposals
Assists with the improvement of processes and information for bid and proposal packages
Works to understand prospective client requirements
Researches and drafts responses to Request For Proposal (RFP) questions
Works with marketing and other divisions to enhance proposals responses to increase win rate
Communicates bid information to sales personnel and serves as point of contact for proposal related inquiries
Assists to increases percentage of bids won
Researches, compiles, writes, edits, and proofreads proposals, bids, and other written documents
Validates contractual and documentation packages for quality, accuracy, persuasiveness, and compliance with company practices
Integrates the various pieces of information gathered from all departments into a comprehensive presentation
Creates and modifies graphics to convey ideas, methodologies, and approaches
Responsible for maintaining and updating the PW Language Library in conjunction with business partner SMEs and leadership
Organizes and maintains proposal and product data using print and electronic tools
Provides research, administration, and coordination for all forms of proposal research
Provides reports based on findings
Locates statistical data and interprets in various formats
Resolves problems and answers questions from sales professionals related to RFP opportunities
Works independently to analyze issues to determine best solutions
Sets priorities, plans and organizes workload, and meets established deadlines
Maintains consistent communication with the field force and WWHQ departments
As needed, assists with underwriting yearly renewals of group cases and/or reviews individual account underwriting cases
Performs other duties as required
Requirements:
Bachelor's Degree In a related field
4 years of work-related experience
2 years of proposal writing experience
Experience collaborating with internal and external partners
Strong proficiency in editing, proofreading, and word processing
Exemplary oral, written, and interpersonal communications skills
Problem-solving, analytical, and teamwork/facilitating skills
Ability to meet deadlines
Strong Knowledge of Aflac’s products and systems, procedures, policy data, benefit plans, company terminology, and field force
Proficiency and experience using Microsoft Office suite software
Nice to have:
Experience writing in a business environment
Insurance industry experience
What we offer:
Medical, dental, and vision coverage
Prescription drug coverage
Health care flexible spending
Dependent care flexible spending
Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)