Supports the proposal development process with the design and development of information and materials on a variety of insurance products for Agents and Account Managers to present to Client and Prospects.

Essential Duties and Responsibilities

• Request new and renewal quotes for Accounts from carrier per RFP
• Review quotes/rates to ensure accuracy and completeness
• Negotiate rates with carriers at the direction of the Agent or Account Manager
• Coordinate and analyze information on spreadsheets and present best options for client to Agent and Account Manager
• Create marketing reports and graphs to support client presentation
• Build rapport with carrier representatives and respond to email inquiries in a timely manner
• Provide education on industry changes and specific carrier changes to client
• Other duties as assigned

Additional Responsibilities

• Participate in internal Pre-Renewal meetings
• Assemble presentation material for meetings
• Prepare Pre and Post Executive Cost Summaries
• Assist Account Manager and Service Representative with enrollment paperwork and other duties
• Learn new software programs as needed
• Attend all scheduled team and staff meetings
• Attend educational and product seminars
• Participate in special projects as required

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Associate’s degree and 1-2 years related experience
• Insurance industry experience preferred

Time Management Skills

• Ability to prioritize, organize and manage multiple assignments
• Works well under pressure with deadlines
• Excellent oral and written communication skills

Computer Skills

• MS Office Suite
• Experience working with Excel Spreadsheets and PowerPoint
• Brokerage Builder / ZyWave software
• General use of standard office equipment