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Proposal Benefits Analyst
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Robert Half
Minnetonka, MN (In Person)
Full-Time
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Job Description
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. 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.