Group Insurance Research

Job Classification:

Sales - Sales

Group Insurance Research & Proposal Specialist

Our Business
For over 100 years, Prudential's diverse and talented employees have been committed to helping customers and their families grow and protect their wealth through a variety of products and services, including Group Insurance. We are known for delivering on our promises and are recognized as a trusted brand and one of the world's most admired companies.

Job Description
The Research and Proposal Specialist is a part of the Group Insurance Product & Underwriting team. The Proposal Specialist is primarily accountable for managing and executing Requests for Proposals (RFPs) and Requests for Information (RFIs) for our Premier/middled market customers (100-9,999 employees) working with our Sales and Account Management teams — and may assist Sr. Proposal Specialists with proposals as needed. This will include effectively writing clear, concise, client focused, and compelling responses that effectively position Prudential's group insurance products and employee benefit solutions to address customers' needs. This professional will typically work independently within the team and collaborate with business partners, including Sales/Account Management, Underwriting, and Subject Matter Experts across the company to ensure a high-quality, personalized RFPs.
This role has no formal supervisory responsibility.

Responsibilities:

• Focuses on more standard questionnaire types with less complexity and may manage more custom questionnaires with support from a Sr. Proposal Specialist.

• Understands relationships with Strategic Producers and can lead on assigned standard RFPs.

• Develops working relationships with sales/account mgmt. and UW associates aligned to their assigned proposals to prioritize and deliver quality RFP responses.

• Develops custom proposal content through adapting boilerplate content and collaborating with Sales/Account Management, Underwriting, Marketing, and other subject matter experts to deliver high quality RFP questionnaires.

• Learns and adapts with the team's proposal management platform and tools for completing and collaborating as well as the various external broker platforms for submitting RFPs/RFIs.

• As needed, supports Sr Research & Proposal writers.

• Communicates and coordinates effectively with other members of the Proposal Team and GI to ensure timely completion of all proposal documents.

• Exercises judgment in applying procedures or addressing unusual problem situations.

• Supports process improvement activities as well as other projects.

• Assesses issues and coordinates resolution with other members of the organization.

• Identifies and escalates complex issues as appropriate.

• Uses project management skills to ensure all deliverables are completed on time.

Qualifications

• 3+ yrs. Insurance/financial services business experience or related.

• Foundational knowledge of group insurance products/group insurance experience a plus

• Demonstrates a tech-forward mindset, ability to learn and apply evolving tech tools like AI and has an agile approach to getting work done.

• Knowledge of Outlook, Microsoft Excel, and Word

• Project management experience a plus

• Strong written and oral communication skills

• Team player, creative, organized and detail oriented

• Ability to manage multiple priorities

• Flexibility and responsiveness to change

• Ability to work independently as well as in a team environment

• Bachelors degree or equivalent work experience preferred

• Previous proposal or like experience

• Association of Proposal Management Professionals (APMP) certification a plus or willingness to get certified

What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $65,900.00 to $102, Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

• Market competitive base salaries, with a yearly bonus potential at every level. 

• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 

• 401(k) plan with company match (up to 4%). 

• Company-funded pension plan. 

• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. 

• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.  

• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.  

• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. 

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.  

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. 

If you need an accommodation to complete the application process, please email  

If you are experiencing a technical issue with your application or an assessment, please email to request assistance.

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