Rochester Hills, MI

Financial Analyst–Employee Benefits

Proposal Manager

Rochester Hills, MI

Our client, a privately held employee benefits company in Oakland County, is currently seeking an experienced Proposal Coordinator for a hybrid position within their organization. As a Proposal Manager, you will provide support for the proposal development process, assisting in the design and development of information and materials on various insurance products. These materials will be presented to clients and prospects by Agents and Account Managers.


  • Request new and renewal quotes for Accounts from carriers per RFP.
  • Review quotes/rates to ensure accuracy.
  • Negotiate rates with carriers as directed by Agents or Account Managers.
  • Coordinate and analyze information on spreadsheets, presenting the best options to clients.
  • Create marketing reports and graphs to support client presentations.
  • Build relationships with carrier representatives.

Additional Responsibilities

  • Participate in internal Pre-Renewal meetings.
  • Assemble presentation materials for meetings.
  • Prepare Pre and Post Executive Cost Summaries.
  • Assist Account Managers and Service Representatives with enrollment paperwork and other duties.

Education and/or Experience

An associate degree and 1-2 years of related experience are required for this position. Previous experience in the insurance industry is preferred.

Computer Skills

Proficiency in Excel, PowerPoint, MS Word, and Brokerage Builder/Zywave software is necessary.

This position will become hybrid after the 90-day training period, allowing for 3 days of work from home per week.

Top Compensation Model

This position offers a competitive salary, bonuses, and full benefits. Lucrative bonuses, based on company profitability and individual performance, are awarded twice a year.

Reasons to Consider

  • Culture is collaborative with fantastic people and quarterly team events.
  • Pets are welcome into the office on occasion.
  • Casual dress code (blue jeans) from Monday to Friday.


This position primarily focuses on the manufacturing, legal, medical, cannabis, and casino industries.

  • Max. file size: 300 MB.