Rochester Hills, MI

Financial Analyst–Employee Benefits

Our client, an employee benefits company based in Rochester Hills, MI, is seeking an experienced Proposal Manager to join their team. This hybrid position requires you to support the proposal development process by designing and developing information and materials on various insurance products. Your work will help Agents and Account Managers present these proposals to clients and prospects.


  • Collaborate with carriers to request new and renewal quotes for client accounts through RFPs.
  • Review quotes and rates to ensure accuracy.
  • Assist in negotiating rates with carriers under the guidance of Agents or Account Managers.
  • Coordinate and analyze information using spreadsheets to present the best options to clients.
  • Create marketing reports and graphs to support client presentations.
  • Establish and maintain relationships with carrier representatives.

Additional Responsibilities

  • Participate in internal pre-renewal meetings.
  • Assist in assembling presentation materials for meetings.
  • Prepare pre and post-executive cost summaries.
  • Support Account Managers and Service Representatives with enrollment paperwork and other tasks.

Education and Experience

  • Minimum of an associate degree and 1-2 years of relevant experience.
  • Preference will be given to candidates with insurance industry experience.

Computer Skills

  • Proficiency in Excel, PowerPoint, and MS Word.
  • Familiarity with Brokerage Builder/Zywave software.

After the 90-day training period, this position will become hybrid, with 3 days of work from home per week.

**We offer a top compensation model, including salary, bonuses, and full benefits.** Lucrative bonuses are provided twice a year based on company profitability and individual performance.

Reasons to Consider: Our culture is highly collaborative, with fantastic people and quarterly team events. We also allow pets in the office on occasion and have a casual dress code (blue jeans) from Monday to Friday.

Industry Specializations: We focus on manufacturing, legal, medical, cannabis, and casino industries.

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