Sr. RFP Analyst
UnumAbout the role
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
Award-winning culture
Inclusion and diversity as a priority
Performance Based Incentive Plans
Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
Generous PTO (including paid time to volunteer!)
Up to 9.5% 401(k) employer contribution
Mental health support
Career advancement opportunities
Student loan repayment options
Tuition reimbursement
Flexible work environments
*All the benefits listed above are subject to the terms of their individual Plans.
And that’s just the beginning…
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General Summary:
The Senior RFP Analyst is accountable for leading the completion of questionnaires and associated forms/documents (omitting plan design and pricing sections). They will develop balanced and professional responses to help Unum reach finalist status, win clients or retain out-to-bid customers. They may lead the completion of RFIs and other acquisition focused requests, through coordination and partnering with other functional areas. Participate or lead various projects to improve the area’s productivity, work product quality and strategic initiatives. They may assist in training/mentoring of other Analyst and/or SMEs.There is flexibility in the opening, and we are evaluating individuals from entry to experienced levels.
Principal Duties and Responsibilities
Lead the production of high-quality RFP/RFI questionnaire responses in support of the sales and renewal goals, more specifically:
- Synthesize/summarize information into clear, concise responses that present a positive image of Unum and effectively articulate Unum’s value proposition
- Customize responses with consideration of business guidelines and objectives
- Develop strong communications skills to lead others and facilitate cooperation with peers and partners
- Successfully work with subject matter experts/business owners to validate responses and develop unique solutions and prepare responses to proposal questions – especially for non-standard requests
- Proficient to understand and respond to the most complex case situations
- Develop strong working partnership with sales/field so responses align with the overall approach to the prospect/client/broker
- Partner with Field and Underwriting to prioritize collective work effort
- Responsible for questionnaire assembly, graphics, formatting, and mode of delivery (e-mail, online, hard copy etc.)
- Consistently deliver dependable, accurate and timely service
- Ensure RFP responses represent the best of Unum in their conciseness, accuracy, and tone
Support organizational development and improvement, more specifically:
- Perform necessary research and analysis required to solve problems and implement enhancements of RFP work product/processes in a timely manner
- Regularly contribute updates to keep RFP database up-to-date and accurate
- May lead project activities that contribute to strategic initiatives and/or improve the area's productivity and work product quality
- Manage and complete broker/client RFIs or similar requests
- Mentor and support the training of new Analysts
- May perform other duties as assigned
Job Specifications
- Bachelor's degree and/or equivalent related work experience required
- Prefer 4+ years insurance/business experience in one or more of the following areas: Client Services, Underwriting, Claims/Benefits/Leave, Distribution/Sales, Field Services etc.
- Large Case experience preferred
- Demonstrated ability to continuously learn and grow your understanding of Unum's products, services, and processes
- Excell
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