Maria Zopf

RFP Analyst at Sun Life Financial

Role
Rfp Analyst at Sun Life
Location
Dover, NH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Maria Zopf

Career Summary: Currently a working member of the RFP unit at Sun Life Financial. Proven track record of meeting deadlines, being highly organized, and efficiently prioritizing and handling multiple tasks. Summary of Computer Skills: • Microsoft Office Suite; Word; Excel; PowerPoint; Outlook; Publisher; Microsoft Dynamics GP/Billing; Lotus Notes; Same Time; Kadient; QPS; Qvidian Proposal Software; Loopio; and Oracle. Additional Strengths • Strong communication skills and ability to manage to all levels of the organization; excellent interpersonal/teaming skills. • Extensive knowledge of legal research, terminology, office logistics, and billing procedures. • Ability to use own judgment and initiative in problem resolution • Exceptional customer service support with strong telephone communication skills, while utilizing knowledge of computers, record maintenance, and multi-phone lines. • Proficient with a fax, scanner, and copying machine. • Ability to use own judgment and initiative in problem resolution • Attention to detail and accuracy • Excellent attendance • Dedicated goal oriented team player • Loyal; Enthusiastic; Problem Solver; Motivated; Confidential; Communicator

Experience

  1. Rfp Analyst

    Sun Life

    Nov 2011 — Present · Portsmouth, NH, US

    Responsible for developing accurate, persuasive, and customized responses in a timely manner for each Request for Proposal (RFP) that comes in from prospective and current clients. • Serve as the Subject Matter Expert (SME) and single point of contact to address and respond to RFPs/RFIs (Request for Proposal/Request for Information) from prospects and customers in a timely and accurate manner. • Manage multiple RFPs/RFIs simultaneously while collaborating with various departments to ensure each RFP/RFI is completed accurately and to strict deadlines. • Manage the RFP group inbox and National Accounts tracking sheet by tracking incoming RFPs/RFIs, checking suitability, and updating RFP tracking sheet. • Participate in strategy calls with internal departments to ensure an effective and accurate end product. • Streamline processes to increase output and decrease RFP response times. • Work closely with product development, sales, legal and underwriting. • Support the business unit\'s sales goal, while ensuring the products and services offered are within SLF guidelines. • Maintain calendar of proposal requirements and schedules; plans resources accordingly. • Establish and implement innovative short and long-term strategies and cost effective systems and processes designed to support Sun Life goals and objectives. • Proactively identify opportunities in offering solutions to current and potential customers for LTD, STD, FMLA, SunAdvisor, EAP, Worksite, Critical Illness, Cancer, Accident, Dental, Stop-loss, Vision, and Life, and AD & D. • Perform annual comprehensive review and updates database. • Lead or participate in other projects or duties as required. • Promote development of RFP Unit and it’s visibility across the entire organization. • Manage RFP tracking sheet and generate monthly reports to management

Education

  • Southern New Hampshire University

    Bachelor's degree

    2005 — 2007

  • McIntosh College

    Associate's degree

    2002 — 2004

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Maria Zopf — Rfp Analyst at Sun Life in Dover, NH, US | Unifers