RFP Specialist

4 days ago

Work from Home, Philippines Spoke Full time ₱900,000 - ₱1,200,000 per year

Are you someone who thrives in a fast-paced environment, has a sharp eye for detail, and enjoys working with numbers, people, and purpose? Has healthcare experience? If so, we want to hear from you

A leading General Agency in the Tri-State area is looking for a Data Analyst to join our team full-time. If you're already in the employee benefits space—or eager to grow in it—this is a great opportunity to be part of a team that values collaboration, mentorship, and growth.

What You'll Be Doing:
  • Work directly with clients and insurance carriers to collect essential information (census data, claims history, plan details, etc.)
  • Create clear, compelling cost analysis presentations and proposals—primarily in Excel
  • Organize and submit RFPs to major insurance carriers (medical + ancillary lines)
  • Manage the entire RFP process: timelines, follow-ups, and documentation
  • Build relationships with carrier reps and contribute to smart, strategic marketing efforts
  • Stay up to date on industry standards, including PPACA and evolving benefits trends
What You Bring to the Table:
  • Some experience in employee benefits or a related field (we'll help you level up with additional training)
  • Great with words—both written and verbal communication are strong suits
  • Detail-oriented, organized, and can pivot priorities without missing a beat
  • Comfortable with Microsoft Office—especially Excel, Word, and PowerPoint
  • NY State Health, Life & Accident License is a big plus (or a willingness to get it)
  • Bachelor's Degree or equivalent experience preferred
  • Bonus: Experience with PEOs or knowledge of the PEO market
Why Join Us?
  • Be part of a respected agency with deep roots and a strong reputation
  • Learn from a supportive team that takes mentorship seriously
  • Grow your skills in a niche but essential industry
  • Contribute to meaningful work that directly impacts businesses and their employees

Ready to Apply?

If you're looking for your next step in the employee benefits world and want to be part of a team that values excellence, growth, and good people—send us your resume. Let's build something great together.