Proposal Coordinator

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Coordinator of Proposals

We are currently seeking an experienced Proposal Coordinator to join our client, a privately held employee benefits company in Oakland County. As the Coordinator of Proposals, you will play a crucial role in supporting the proposal development process by designing and developing information and materials on a variety of insurance products. These materials will be presented to clients and prospects by Agents and Account Managers.


  • Obtain new and renewal quotes for Accounts from carriers according to the Request for Proposal (RFP) process.
  • Verify the accuracy of quotes and rates received from carriers.
  • Engage in rate negotiations with carriers under the direction of Agents or Account Managers.
  • Coordinate and analyze information on spreadsheets to identify the best options for clients, and present these options to Agents and Account Managers.
  • Generate marketing reports and graphs to support client presentations.
  • Establish and maintain relationships with carrier representatives.

Additional Responsibilities

  • Participate in internal meetings prior to policy renewal.
  • Prepare presentation materials for meetings.
  • Create pre and post-executive cost summaries.
  • Assist Account Managers and Service Representatives with enrollment paperwork and other administrative tasks.

Education and/or Experience

  • Candidates should have an Associate degree and 1-2 years of relevant experience.
  • Previous experience in the insurance industry is preferred.

Computer Skills

  • Proficiency in Excel and PowerPoint is required.
  • Knowledge of MS Word is essential.
  • Familiarity with Brokerage Builder/Zywave software is desired.

After a training period of 90 days, this position will have a hybrid work schedule, with 3 days per week working from home.

**We offer top compensation, including salary, bonuses, and full benefits. Lucrative bonuses are awarded twice a year based on company profitability and individual performance.**

Why Consider This Opportunity: Our company culture is highly collaborative, with fantastic people and quarterly team events. We even allow pets in the office on occasion. Enjoy a casual dress code (blue jeans) from Monday to Friday.

Specializations: Our focus areas include manufacturing, legal, medical, cannabis, and casinos.

Max. file size: 300 MB.

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