Large Group Proposal Coordinator - Charlotte, NC

The Large Group Proposal Coordinator supports brokers, carrier partners, and internal sales teams throughout the large and mid-market business cycle - from quoting through implementation. This role blends analytical, organizational, and relationship management skills to ensure a smooth, accurate, and high-quality experience for clients and partners. This is a hybrid position that is only open to current residents of Charlotte, North Carolina. Key Responsibilities Coordinate large group and mid-market RFP submissions, gather client data, and manage carrier quote requests. Analyze carrier proposals for accuracy and competitiveness and provide strategic insights to brokers and sales teams. Serve as the primary liaison between brokers, carriers, and internal teams to ensure timelines and deliverables are met. Oversee the end-to-end implementation process, including data validation, enrollment coordination, and carrier onboarding. Track quoting and implementation pipelines, ensuring compliance with underwriting guidelines and service-level standards. Maintain accurate and organized records within CRM and quoting systems, supporting transparency and efficiency across teams. Stay current on carrier products, underwriting requirements, and market trends to remain a trusted resource to brokers and internal partners. Qualifications Current Accident, Health, and Life Insurance License. 3-5 years of experience in employee benefits, preferably supporting large/mid-market groups. Strong knowledge of group benefits products and funding types (medical, dental, vision, life, disability). Excellent communication, organization, and Excel skills. Bachelor's degree preferred.

Created: 2026-03-06