The
Large Group Proposal Coordinator supports brokers, carrier partners, and internal sales teams throughout the large and mid-market business cycle - from quoting through implementation. This role blends analytical, organizational, and relationship management skills to ensure a smooth, accurate, and high-quality experience for clients and partners.
This is a hybrid position that is only open to current residents of Charlotte, North Carolina.
Key Responsibilities
- Coordinate large group and mid-market RFP submissions, gather client data, and manage carrier quote requests.
- Analyze carrier proposals for accuracy and competitiveness and provide strategic insights to brokers and sales teams.
- Serve as the primary liaison between brokers, carriers, and internal teams to ensure timelines and deliverables are met.
- Oversee the end-to-end implementation process, including data validation, enrollment coordination, and carrier onboarding.
- Track quoting and implementation pipelines, ensuring compliance with underwriting guidelines and service-level standards.
- Maintain accurate and organized records within CRM and quoting systems, supporting transparency and efficiency across teams.
- Stay current on carrier products, underwriting requirements, and market trends to remain a trusted resource to brokers and internal partners.
Qualifications
- Current Accident, Health, and Life Insurance License.
- 3–5 years of experience in employee benefits, preferably supporting large/mid-market groups.
- Strong knowledge of group benefits products and funding types (medical, dental, vision, life, disability).
- Excellent communication, organization, and Excel skills.
- Bachelor’s degree preferred.
