New Business Intake Coordinator
- Philippines
- Permanent
- Full-time
Reports To: Director of Sales Operations
Employment Type: Full-TimePosition SummaryAs a New Business Intake Coordinator, you’ll play a key role in driving the growth of our business. You will manage the full lifecycle of incoming Requests for Proposal (RFPs)—from the moment they arrive to the successful delivery of polished, compliant proposals. This role offers the opportunity to work cross-functionally with sales, underwriting, and operations, helping ensure that every submission reflects the accuracy, professionalism, and service excellence our partners expect.What You’ll DoRFP Intake & TrackingServe as the first point of contact for new RFPs, monitoring the dedicated inbox daily.Accurately log and track all RFPs in Monday.com and the CRM.Assign and categorize submissions to ensure smooth workflow across teams.Data Review & Pricing EntryExtract and analyze key data from RFPs.Enter information into pricing calculators with precision.Double-check calculations to ensure 100% accuracy before advancing proposals.Proposal PreparationTranslate finalized pricing into professional, branded proposals.Ensure documents align with company standards for accuracy, compliance, and presentation.Proposal Submission & Follow-UpDeliver completed proposals directly to brokers or clients.Track all outgoing proposals and follow up to confirm receipt.Documentation & Continuous ImprovementKeep organized records of RFPs, proposals, and related communications.Partner with sales and operations to identify ways to improve efficiency and reduce turnaround time.Contribute to building stronger workflows that support company growth.What You’ll Bring2+ years of experience in administration, sales support, or proposal coordination (insurance, healthcare, or benefits industry experience a plus).Strong organizational skills with the ability to manage multiple priorities at once.Proficiency with CRM tools (Salesforce, HubSpot) and project management platforms (Monday.com preferred).Advanced Microsoft Excel and Word skills.Sharp attention to detail with a passion for accuracy.Excellent written and verbal communication skills.Who You AreDetail-Oriented: You don’t let errors slip through.Process-Minded: You follow procedures while always looking for ways to improve.Deadline-Driven: You thrive in a fast-paced environment and meet commitments.Team-Oriented: You enjoy working with others to get the job done right.How Success Is MeasuredFast, accurate proposal turnaround.Error-free pricing and proposal documents.Completion and accuracy of RFP logging.Positive feedback and satisfaction from brokers and partners.