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Proposal Benefits Analyst

Job

Robert Half

Minnetonka, MN (In Person)

Full-Time

Posted 3 weeks ago (Updated 2 weeks ago) • Actively hiring

Expires 5/30/2026

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Job Description

We are looking for a detail-oriented Proposal Benefits Analyst to join our team on a long-term contract basis in Minnetonka, Minnesota. In this role, you will be responsible for supporting the creation and delivery of accurate commercial group proposals, ensuring client and broker satisfaction, and maintaining compliance with regulatory standards. This position requires strong organizational skills, attention to detail, and the ability to collaborate with cross-functional teams to meet deadlines and deliver high-quality results.
Responsibilities:
  • Develop and review new and renewal proposal packages for large group clients, ensuring accuracy and compliance with regulatory requirements.
  • Collaborate with sales and underwriting teams to interpret client needs and create tailored proposal exhibits.
  • Prepare and audit Summary of Benefits and Coverage (SBCs), aligning them with Certificates of Coverage (COCs) and other benefit documents.
  • Generate benefit change grids and ensure accurate linking of SBCs to the member portal.
  • Maintain knowledge of product guidelines, federal regulations, and competitor offerings to ensure proposals meet all standards.
  • Monitor workflow and manage assignments to ensure timely completion of proposal deliverables.
  • Serve as a liaison between sales, underwriting, and operational teams to facilitate effective communication and collaboration.
  • Utilize tools such as Microsoft Word, Excel, Adobe, and Salesforce CRM to create and manage proposal documents.
  • Conduct audits to ensure the accuracy of benefit language and compliance with organizational standards.
  • Provide support for ad hoc tasks related to proposal development and benefit administration.

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