Proposal Analyst II
About The Position
The Proposal Analyst II will plan, organize, and manage requests for proposals (RFPs) or requests for information (RFIs) of varying complexity, priority, and risk. These efforts aid the company in the acquisition of new business and retention of current clients. The role involves leading the proposal, RFP, and RFI process in a fast-paced, deadline-oriented work environment. It requires strong leadership, organizational, issue resolution, interpersonal, and time management skills to foster collaboration between different business units. The analyst will respond to questions relating to the company's business and offered insurance products and services, and interact with sales staff, marketing, legal, underwriting, actuary, and other Subject Matter Experts (SMEs) in the creation of accurate, customer-facing material. The final deliverables will include presentation materials and proposal documents that are compliant, competitive, and compelling based on solicitation-specified requirements.
Requirements
- High School Diploma or equivalent, required
- 3 - 5 years of related experience (preparing proposals, RFP’s and RFI’s)
- Proficiency with SharePoint, Salesforce, MS Excel and Adobe highly preferred.
Responsibilities
- Lead the proposal, RFP and RFI process in a fast-paced, deadline-oriented work environment.
- Use strong leadership, organizational, issue resolution, interpersonal, and time management skills to foster collaboration between different business units.
- Respond to questions relating to our business and offered insurance products and services.
- Interact with sales staff, marketing, legal, underwriting, actuary and other Subject Matter Experts (SME) in the creation of accurate, customer-facing material.
- Develop final presentation materials and proposal deliverables that are compliant, competitive, and compelling based on solicitation-specified requirements.
Benefits
- medical, dental, vision
- 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
