Sr. RFP Analyst jobs in United States
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Unum · 2 days ago

Sr. RFP Analyst

Unum is a Fortune 500 company and leading provider of employee benefits to companies worldwide. The Senior RFP Analyst is responsible for leading the completion of questionnaires and associated documents to support sales and renewal goals, ensuring high-quality responses that articulate Unum's value proposition.

FinanceFinancial ServicesInsurance

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

Qualification

RFP/RFI response productionResearchAnalysisProject managementInsurance/business experienceSalesforce/Box.comTechnical writingCoachingFlexibility under pressureInterpersonal skillsMentoringAttention to detailCommunication skills

Required

Bachelor's degree and/or equivalent related work experience required
4+ years insurance/business experience in one or more of the following areas: Client Services, Underwriting, Claims/Benefits/Leave, Distribution/Sales, Field Services etc
Demonstrated ability to continuously learn and grow your understanding of Unum's products, services, and processes
Excellent interpersonal skills and ability to work well with all levels of employees throughout the company
Demonstrated strong verbal and written communication skills, including technical writing skills
Demonstrated strong research, analytical and creative problem-solving skills
Demonstrated initiative and results orientation
Orientation toward accuracy and attention to detail
Excellent PC skills including Microsoft Word, Excel, PowerPoint, Salesforce/Box.com as well as demonstrated ability to navigate web-based proposal systems
Flexibility to work well under pressure, manage multiple priorities and tight deadlines
Demonstrated strong project management skills
Demonstrated knowledge of the sales/distribution process, the large case marketplace and customer needs
Developing coaching & mentoring skills
Ability to work independently

Preferred

Large Case experience preferred

Benefits

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.

Company

Since our founding in 1848, Unum has been a leader in the employee benefits business through innovation, integrity and an unwavering commitment to our customers.

Funding

Current Stage
Public Company
Total Funding
$700M
2025-11-11Post Ipo Debt· $300M
2024-06-05Post Ipo Debt· $400M
1986-11-14IPO

Leadership Team

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Curt Burghardt
Vice President People Delivery
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Mike Schubert
Vice President Of Technology
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Company data provided by crunchbase