Retention Coordinator

San Pedro Sula, Cortes, Honduras

Full Time

Experienced

Retention Coordinator

Position Summary

The Retention Coordinator supports the renewals and retention process by preparing quote requests (RFPs) for medical and ancillary carriers, managing carrier follow-ups, and building accurate, client-ready benefit presentations. This role requires advanced Excel skills, strong attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Key Responsibilities

A) Renewal & Quoting Support (Large Groups)

Review large group questionnaires and supporting documents to ensure all sections are completed, accurate, and properly signed.
Extract and validate census data from Employee Navigator and transfer it into the agency’s RFP census format.
Input and verify current benefits and rates (medical and ancillary) within RFP files, ensuring accuracy and proper formatting.
Prepare and submit carrier quote requests via email; track submissions and follow up consistently until quotes are received.
Request and organize required documentation (e.g., SBCs, invoices, experience data, plan designs).
Review incoming quotes for completeness (plan details, networks, rates, eligibility, fees, etc.) and escalate any discrepancies to the Renewal Leader or Account Manager.

B) Renewal & Quoting Support (Small Groups)

Review small group and individual questionnaires to ensure completeness and accuracy.
Prepare and format census data and RFP files for community-rated, level-funded, or fully insured quotes.
Submit quote requests to carriers and follow up as needed.
Collaborate with the Account Manager to align plan options with client strategy and presentation requirements.

C) Proposal & Presentation Development

Build and update proposals using the agency’s Employee Benefits templates (Excel):
- Accurately input plan designs and benefit details
- Enter rates by tier and class
- Validate employer contribution strategies
Develop clear comparison views, including side-by-side plan comparisons, rate summaries, and key highlights.
Prepare final deliverables for client presentations (PDF export, file naming, version control, and internal storage).

D) Timeline Management & Coordination

Maintain a renewal and quoting tracker, including submission dates, carrier status, pending items, and follow-ups.
Ensure all communications are clearly documented and up to date.
Coordinate closely with the Account Manager and Renewal Leader to ensure proposals are completed accurately and delivered on time.

Qualifications

Advanced proficiency in Microsoft Excel
Strong attention to detail and organizational skills
Excellent communication and follow-up abilities
Ability to manage multiple priorities and meet deadlines
Experience in benefits, insurance, or similar field is preferred

While performing the duties of this job, the employee will frequently move within the location; sit for extended periods; use a computer; engage in verbal communication; read and write; concentrate on tasks; reason and analyze information; and perform calculations.

Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.

No Third Party Agencies or Submissions Will Be Accepted.

Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP

Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.

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Do you have experience working with RFPs or preparing quote requests for insurance or benefits-related processes?*

Can you describe your experience working with Excel, particularly when handling large datasets such as census data, rates, or reports?*

Have you previously communicated with vendors or carriers to request information and follow up on pending items?*

How do you ensure accuracy and attention to detail when working with multiple data points like benefits, rates, and plan comparisons?*

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