🛠 Tech Stack

💼 About This Role

You'll support employee benefits service teams by creating communication materials and managing the carrier/vendor marketing process from RFP to client presentations. You'll ensure client initiatives are executed precisely while staying current on carrier products. This role is remote-friendly with a focus on insurance industry expertise.

🎯 What You'll Do

• Partner with sales and service teams to understand client goals for RFP process.
• Complete carrier/vendor marketing process from conception to completion.
• Review carrier proposals for accuracy and completeness.
• Summarize RFP responses into client-ready presentations.

📋 Requirements

• 3+ years of carrier/vendor marketing experience in employee benefits.
• Insurance industry background and knowledge of group products.
• CA Department of Insurance Life License (or obtained within 3 months).

✨ Nice to Have

• Experience with General Agent partners for small group marketing.
• Strategic project planning skills.
• Ability to train and coach team members.

🎁 Benefits & Perks

• 💰 Bonus eligible
• 🏥 Medical, financial, and other benefits
• 🏖️ Paid time off including vacation, sick time, and parental leave
• 🏦 401(k) eligibility
• 📈 Restricted stock units

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Offer· N/A

[email protected]