Proposal Manager

Lockton•Atlanta, GA

About The Position

The Proposal Manager will work independently with Project Owners, the RFP Director, and other RFP Unit Associates to create professional RFP deliverables and enhance the win rate of assigned projects. This role involves managing RFP projects within Loopio, creating project-specific timelines, and conducting kick-off calls. The Proposal Manager will utilize Loopio’s features to draft responses, provide feedback on user experience strategy, and collaborate with cross-functional partners. They will also work with the Technology Platform Manager and design team to support content upload, review cycles, and design processes. A key responsibility is creating and maintaining content for RFPs, finalist presentations, and other deliverables, ensuring they are accessible in Loopio and other internal tools. The role also supports the integration of Loopio and other Lockton resources, and assists with overall team objectives to identify and enhance service workflows. For a Team Lead, this includes managing and providing training and feedback to other Proposal Managers and RFP Team members to enhance efficiency and professionalism. The role requires identifying critical service workflows that can be streamlined or improved.

Requirements

Knowledge of insurance industry (benefits and/or property/casualty) required – generally obtained with at least 3 years experience
Emphasis on either employee benefits or property and casualty lines of business
Knowledge of successful win strategies and proposal management protocols
Outstanding communications skills: Facilitating and leading meetings and training in person and virtually
Outstanding communications skills: Writing professional, accurate, and grammatically correct content for RFPs and presentations
Outstanding communications skills: Proofreading
Outstanding communications skills: Collaborating and consulting with team members and other Associates to enhance favorable outcomes for each project
Outstanding communications skills: Maintaining tight timelines and effectively encouraging adherence with others
AI Proficiency Required: Intermediate: candidates should be able to: Effectively use generative AI tools for research, analysis, communication, and workflow optimization
AI Proficiency Required: Intermediate: candidates should be able to: Validate AI-generated outputs for accuracy and appropriateness
AI Proficiency Required: Intermediate: candidates should be able to: Apply sound judgment regarding data privacy, security, and regulatory requirements
AI Proficiency Required: Intermediate: candidates should be able to: Identify opportunities to improve team effectiveness through responsible use of AI

Nice To Haves

Additional expertise for Team Lead role
Experience working with Lockton or similar employer strongly preferred
APMP certification preferred and encouraged

Responsibilities

Work independently with Project Owners, RFP Director, and other RFP Unit Associates to create professional RFP deliverables and enhance the win rate of assigned projects
Load RFPs into Loopio and manage assigned RFP projects
Create project-specific timelines
Assist with and conduct designated kick-off calls to initiate new projects
Utilize Loopio “Magic” to create suitable draft responses
Provide feedback and recommendations to RFP Director and team to establish best-in-class user experience strategy
Demonstrate the ability to communicate both effectively to cross-functional partners and executives
Assist with training for RFP users
Work with Technology Platform Manager to support creative content upload, review cycles, timelines, and design
Work with design team for efficient collaboration and appropriate support of design process
Create and maintain content for RFPs, finalist presentations, and other deliverable for access in Loopio and other designated internal tools by working with SMEs, monitoring Workplace, and collaborating with other team Associates
Support the integration of Loopio and other Lockton resources where appropriate
Assist with meeting overall team objectives to identify and enhance service workflows that can be streamlined and/or improve
Manage and provide training and feedback to other Proposal Managers, and RFP Team members to enhance efficiency and professionalism of Unit and provide consistency across projects (for Team Lead)
Identify critical service workflows that can be streamlined and/or improved