Proposal Benefits Analyst
Robert Half
Minnetonka, MN (In Person)
Full-Time
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Job Description
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. Requirements
- Proven experience in benefits administration, proposal development, or a related field.
- Proficiency in Microsoft Word, Excel, and Adobe tools, with an ability to create and manage complex documents.
- Familiarity with Salesforce CRM or similar platforms for managing client relationships.
- Strong understanding of regulatory requirements and compliance standards in the healthcare industry.
- Exceptional organizational skills and the ability to manage multiple priorities under tight deadlines.
- Excellent written and verbal communication skills to collaborate effectively with internal and external stakeholders.
- High level of attention to detail and accuracy in reviewing and preparing documents.
- Ability to work independently and make informed decisions with minimal supervision.
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