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Senior RFP Analyst

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Salary: 
78 - 117K yearly
Experience: 
Mid-level (2-5 years)

Offer summary

Qualifications:

BA/BS degree in marketing preferred., 3+ years of experience in proposal delivery., Strong Microsoft Excel and Word proficiency., Excellent storytelling skills..

Key responsabilities:

  • Manage and complete complex RFPs.
  • Coordinate with internal business partners.

Sun Life logo
Sun Life Financial Services XLarge http://www.sunlife.com/
10001 Employees
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Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: We support US flexible working arrangements in the contiguous 48 states.  

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America. 

The opportunity: The Senior RFP Analyst is responsible to manage, direct, facilitate, respond to and complete complex Request for Proposals and Request for Information documents submitted by Employee Benefit Representatives on behalf of Prospect Clients with an emphasis on prospects with 2,000+ Employees. 

The Analyst will support all Life, Dental, Disability, Absence / Leave and Worksite Products.  They are responsible to facilitate the development of comprehensive responses while coordinating and working with internal business partners including; Distribution, Underwriting, Sales Support and Fulfillment.   Performance attributes include: strong writing and verbal communication skills, ability to manage multiple tasks while meeting deadlines, project management and issue resolution. In this role, you will:

How you will contribute:

  • Complete RFP questionnaires of all sizes with an emphasis on the highest complexity and National Account cases
  • Act as the project manager and coordination with cross functional leaders and SMEs to deliver all requirements before due date.
  • Respond with customized, accurate, persuasive responses; collaborate with subject matter experts across all functions, Sales and the Underwriting team to write individualized responses that recognize each customer's unique benefit and service needs.
  • Support the growth and increased functionality of the RFP Response database: Partner with Subject Matter Experts to complete comprehensive annual reviews and add new responses on an ongoing basis as they come up in day-to-day work.
  • Increase the visibility of the RFP Unit: Participate in strategy calls and follow-up calls
  • Contribute to articles to educate our organization.  
  • Proactively supports the creation of new best practices to better position teammates for success

Responsibilities:

  • Creates proactive strategy plans for new prospects in partnership with partners across the organization (product, legal, compliance, underwriting, sales, marketing)
  • Commitment to creating a diverse and inclusive culture through mentoring/coaching others
  • Analyze opportunities in processes and proactively look for solutions
  • Represent the RFP team in cross functional projects and look for ways to find win-win processes across the organization
  • Bring extensive experience strategizing and positioning cases greater than 5,000 lives
  • Build and maintain effective working relationship with a diverse group of internal partners.
  • Utilize technology to efficiently respond to RFP Questionnaires and maintain high quality responses in the RFP database.
  • Meet time service delivery standards.
  • Develop and provide RFP responses that help differentiate SLF in the marketplace.
  • Strong understanding of complex products including Absence and Dental
  • Work effectively in a high volume environment with a strong focus on details.
  • Demonstrate a responsive, service oriented professional approach.

What you will bring with you:

  • Ability to work with a diverse range of people
  • BA/BS degree in marketing preferred, will consider relevant experience in lieu of a degree
  • 3+ years of experience in proposal delivery in insurance industry
  • Demonstrated strategic approach to positioning proposal offerings in ways that meet a potential client’s need.
  • Requires strong time management skills.
  • Ability to develop and maintain effective, professional business relationships across all levels of the organization
  • Demonstrate ability to develop, lead and mentor others in a way that is encouraging, positive and collaborative
  • Must be detail oriented, well organized and have the ability to manage a high volume workload with competing demands.
  • Requires strong Microsoft Excel and Word proficiency
  • Excellent story telling skills to illustrate Sun Life’s value proposition and how we differentiate ourselves from competitors
  • Pro-actively identify opportunities in offering solutions to customers: Reach out to SMEs and collaborate with the Underwriting and Sales team to find ways to effectively position Sun Life's offerings.
  • User-centric thinker who can anticipate the user’s concerns, requirements and questions about the product and needs
  • A drive to continuously learn, build, and grow professionally

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
  • Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
  • A flexible work environment with a friendly, caring, collaborative and inclusive culture
  • Great Place to Work® Certified in Canada and the U.S.
  • Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Salary Range: $77,700-$116,600

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

#LI-remote

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Marketing

Posting End Date:

16/02/2025

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Word
  • Collaboration
  • Communication
  • Microsoft Excel
  • Time Management
  • Detail Oriented
  • Mentorship
  • Organizational Skills
  • Social Skills
  • Problem Solving

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