Lockton · 1 week ago
RFP Lead, Associate Consultant
Dallas, TX
Full-time
Onsite
Mid Level
4+ years expLockton is a leading insurance brokerage firm, and they are seeking an RFP Lead, Associate Consultant to manage the RFP process for Life, Disability, and Leave Administration programs. The role involves collecting and analyzing data, coordinating vendor responses, and ensuring the accuracy of client agreements and documents.
Auto InsuranceInsuranceRisk Management
No H1B
Responsibilities
Collect, review and prepare data necessary to prepare and issue RFPs to market for quotes on Life, Disability, and/or Leaves program(s) for multiple client accounts
Distribute RFI/RFPs and coordinate vendor RFI/RFP responses
Conduct qualitative and quantitative comparative analyses for Life, Disability and Leave Administration Requests for Proposal
Perform quality control and data validation checks on the various client data sets
Integrate data from multiple data sets into relevant client reports
Model economic outlook and apply financial metrics in case analyses in order to leverage data to support positioning
Assist in the review of all agreements and/or documents related to client’s Life/Disability coverage and/or Leave Administration services including plan/policy documents and administrative agreements to ensure accuracy and prevent gaps in coverage
Underwrites life and disability new business within authority limits, including impaired risk, assessing medical and financial risk, and evaluating each requirement as received
Analyze year-over-year premium, claim, reserve, and paid/incurred loss ratio data for life & disability insurance products
Assess risk based on various information sources and provide recommendations based on analysis of industry, demographics, and plan designs
Review specific benefit design elements that are outdated and have pricing impacts to current risk/pricing baseline
Coordinate workflow with consultant
Prepare task lists, reports and presentations as needed
Develop and update tracking for project and client deliverables
Continuous quality improvement on processes, policies, and reporting to improve efficiency and innovation
Other responsibilities as required
Qualification
Required
Bachelor's Degree required, insurance or business-related field preferred
Minimum of 4 years of experience in the insurance industry with a firm working knowledge of Life, AD&D and Disability benefits with an understanding of risk and insurance concepts preferred
Underwriting/pricing experience for life and disability group insurance benefits preferred
Knowledge of and experience with integrated disability and absence management programs and practices a plus
Strong customer service skills with a proven track record of delivering exceptional client service
Demonstrated proficiency with Microsoft Office products (Excel, PowerPoint, Word, Outlook) with advanced ability to manipulate large spreadsheets
Understands data sources, processes, formulas and output
Detail-oriented with excellent organizational and time management skills with ability to manage changing priorities as needed
Ability to perform work accurately and completely in a timely manner
Excellent communication, analytical and critical thinking skills with proven ability to interact with associates and vendors at all levels of responsibility
Proven ability to manage multiple projects simultaneously and prioritize and scale in a fast-paced environment
Legal right to work in the United States
Preferred
Bachelor's Degree required, insurance or business-related field preferred
Minimum of 4 years of experience in the insurance industry with a firm working knowledge of Life, AD&D and Disability benefits with an understanding of risk and insurance concepts preferred
Underwriting/pricing experience for life and disability group insurance benefits preferred
Knowledge of and experience with integrated disability and absence management programs and practices a plus
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
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