Boon has an exciting career opportunity for a Proposals Manager in our Austin, TX office. The Proposals Manager supports sales opportunities by generating responses to client requests for quote and acts as a liaison between carriers and the field sales and account management teams. Then serves as key execution point between sales and product/service delivery and the hand-off to the Implementation department.

At Boon, an Accretive company, we specialize in designing innovative fringe benefit solutions to meet the unique needs of government contractors. Our “3 Cs” approach to benefits for government contractors, allow us to create products that are compliant, cost-effective, and, above all, competitive. For more information about us, please visit www.boongroup.com.

• Works with Sales and account management (AM) by developing meaningful questions to extract the necessary client information. May do additional research to determine the client’s needs, analyzes the request, submitted data, and existing benefit plan designs in order to provide meaningful benefit solutions.
• Maintains a deep understanding of all product offerings, ROE’s, proposal processes.
• Develops and maintains positive working relationships with our carrier contacts and MGU underwriters, brokers and vendors.
• Works within carrier systems to create or request benefit plans. Creates proposals, which includes coordination of requests from carriers, complex computing and analysis, and detailed document preparation.
• Collects, organizes and analyzes data, in support of new and existing business.
• Works with Sales and insurance carrier representatives to obtain pricing in order to build benefit plans/packages that meet the client’s needs.
• Supports clients in conjunction with the AM/Retention team and plays a critical role in developing and maintaining client relationships throughout the life-cycle of the client including preparing for and renewing products and services.
• Acts as a liaison/consultant with the Sales and AM teams and the client in order to understand the client’s specific needs to ensure client satisfaction.
• May attend meetings/events/seminars/tradeshows/dinners/etc as a representative of Boon, the proposal department, and to provide support to acquisition or retention sales teams.
• Collaborates with both internal and external partners and provides the glue that keeps internal communications with the client consistent throughout. Provides pertinent information to implementation, plan build, accounting, etc.
• Maintains Proposal templates with updates as needed and collaborates with team on continuous improvements to the tools/document.
• Maintains electronic filing systems and recordkeeping systems.
• Assists with copywriting, presentations, developing handouts, and other meeting and event materials.
• Completes special projects and other duties as assigned.
• Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations.
• Escalates issues or concerns to leads and/or management.

• Bachelor’s degree or an equivalent combination of education and experience in contract/proposal management, sales or account management, or the healthcare industry.
• Previous experience in contract/proposal management, sales or account management; healthcare industry, is preferred, or at least 1 year as an associate proposal manager.
• Thorough knowledge of employee benefit products, i.e., medical and ancillary products
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook & PowerPoint), Adobe products, specifically need to be able to create formulas, vlookups, pivot tables, at a minimum
• Proficiency with Salesforce preferred
• Exceptional interpersonal, communication (both verbal and written), and client relationship skills; ability to prepare professional business correspondence, emails, and reports
• Analytical and problem-solving skills; ability to calculate figures (addition, subtraction, multiplication, division, percentages, etc.)
• Solid time management, organizational and prioritization skills with the ability to balance multiple projects and meet deadlines; must be detail-oriented
• Ability to work onsite at our office in Austin at least 2 days a week
• Ability to travel on occasion.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.  
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Accretive.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!