Proposal Analyst II

At The Standard, you'll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.
Ready to reach your highest potential? Let's work together.

The Proposal Analyst II role is a key member of the Regional Sales teams by organizing, managing, and communicating sales support activities. You are responsible for sales administration, including providing pre-sale technical product support to external broker partners including information on product benefits and procedural processes.

Job Summary:

This is a fantastic opportunity if you are eager to learn and grow within a dynamic sales environment, offering hands-on experience and exposure to various aspects of the sales process. You will have a strong desire to achieve results by building productive partnerships with talented, experienced sales professionals.

Regional Market (3-2k Lives):

• Prepare and provide quotes to Sales Executive and log in Salesforce
• Coordinate and track to completion all broker licensing and appointment requests
Coordinate all RFP scope changes/revisions in Salesforce (Obtain system access.
• TBD)
• Submit time sensitive quotes as needed
Be proficient with Allstate Benefits
• ' Salesforce instance and effectively utilize it and other identified systems/tools
Leverage and share best practices with other Sales Coordinators in the organization to facilitate the team
• 's effectiveness.
• Perform additional sales administrative responsibilities at the discretion of local market management.

Skills and Background You'll Need

• HS Diploma or equivalent
• 3 years experience in the financial services or insurance industry
• 6 months experience with life and health insurance products
• 1 year experience with Microsoft products; specifically Excel

The Ideal Qualifications

• Bachelor's Degree
• 2 Years experience with supplemental health products, including group critical illness and accident plans
3 years
• ' sales or sales support experience in the financial services or insurance industry
• 2 years' experience with group and worksite insurance products, practices, trends and information affecting the business and organization.
• Presentation skills - effectively conveys information in a clear and professional manner to internal and/or external individuals/groups
• Ability to effectively communicate and negotiate with others to reach mutually beneficial solutions with both internal and external individual/groups; settles differences equitability
• Experience working with Benefits Brokers/Consultants
• Experience with Salesforce

Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.

• Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time, to support a new hire's transition into the sales incentive plan.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.