JOB SUMMARY

The Proposal Coordinator role for group proposals is a dynamic and challenging position that requires a unique blend of skills, precision, and attention to detail. This critical team member facilitates the proposal development process working closely with stakeholders, ensuring timely and accurate submissions that meet client needs, business growth objectives. To succeed, the Proposal Coordinator must possess exceptional organization and communication skills, as well as attention to detail and the ability to collaborate with cross-functional teams. A deep understanding of the health insurance industry, including regulatory requirements and trends, is also essential. Effective communication, interpersonal skills, and adaptability in a fast-paced environment are crucial to excel in this role.

ESSENTIAL FUNCTIONS

• Coordinates and facilitates cross-functional feasibility assessments for proposed benefit designs, questionnaires, and pricing structures
• Coordinates the end-to-end development, completion, and submission of responses to RFPs and RFIs and acts as a cross-functional coordinator, integrating inputs from multiple operational areas for complex cases supporting the sales strategy
• Communicate with internal stakeholders, such as underwriters, actuaries, and sales teams, to gather information and ensure alignment
• Generates proposals materials (writing, editing, and formatting), create and edit proposal content, such as narrative sections, exhibits, and appendices; while maintaining proposal templates, style guides, and content libraries. Certify proposals reflect a clear, cohesive narrative and value proposition
• Maintains visibility and accountability by tracking proposal milestones, deliverables, and stakeholder commitments
• Create and edit proposal content, such as narrative sections, exhibits, and appendices; and maintain proposal templates, style guides, and content libraries.
• Identify and mitigate proposal development risks, escalate risks or delays as needed to ensure on-time submission 
• Prepares and validates financial proposals, contractual components, and documents for new sales and renewals
• Evaluates and designs specifications for proposed health benefits for commercial clients and prospects
• Supports the evaluation of benefit design specifications, identifying inconsistencies, risks, or opportunities for improvement
• Ensure proposal content is compliant with regulatory requirements and industry standards
• Ensures adherence to established benefit configuration processes between Proposal and Configuration teams.
• Collaborates with the Audit Department to validate that contracted terms, conditions, coverage, and benefits are accurately configured in the core system
• Supports audit readiness, contractual integrity, and operational compliance.
• Ensures adherence to quality standards set by the company
• Maintains and monitors the progress of proposals submitted (log)
• Collaborate with Sales and Account Management teams to ensure alignment with negotiation strategy and client positioning
• Develop and maintain proposal metrics and reporting, such as proposal pipeline reports and win/loss analysis
• Performs other duties assigned by management

EDUCATION

EXPERIENCE

Bachelor’s degree in Business Administration (Marketing or Communications), Computerized Information Systems, Office Systems Administration and/or Health, preferably, with one (1) to three (3) years of experience in the Health Insurance Industry.  Or Associates Degree (60-64 college credits) in Business Administration (Marketing or Communications), Computerized Information Systems, Office Systems Administration and/or Health, with three (3) to five (5) years of experience in the Health Insurance Industry.

LICENSES AND CERTIFICATIONS

COMPETENCIES