Request for Proposal Associate

Lincoln Financial•Charlotte, NC

1d•$52,500 - $84,000•Remote

About The Position

The Request for Proposal team plays a critical role in supporting Lincoln Financial Group’s Group Protection business by partnering with sales, underwriting, and client service teams to deliver accurate and timely Request for Proposal (RFP) responses. As an Associate, you will apply product & services knowledge to complete basic RFP responses that accurately and favorably represent LFG's products & services. You will position RFP responses based on discussions with selling team members to understand the client's needs.

Requirements

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
0 - 1+ Years experience with RFPs/RFIs that directly aligns with the specific responsibilities for this position
Ability to communicate effectively (verbal/written).
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice To Haves

Experience responding to RFPs, RFIs, questionnaires, or other client-facing business communications.
Familiarity with employee benefits, insurance, financial services, or related industries.
Experience working with proposal management, content management, CRM, or workflow platforms (e.g., Salesforce, SharePoint, Qvidian/Responsive, or similar technologies).
Familiarity with AI-enabled productivity tools, such as Microsoft Copilot, and an interest in leveraging emerging technologies to improve efficiency, quality, and customer outcomes.
Demonstrated curiosity, adaptability, and a continuous improvement mindset, including a willingness to explore new technologies, automate routine tasks where appropriate, and identify opportunities to enhance processes while maintaining a human-in-the-loop approach to review and decision-making.

Responsibilities

Support proposal and renewal activities by partnering with teams across Underwriting, Client Services, Implementation, and other key business areas.
Gather, assess, and organize information needed to support broker and customer requests.
Educate brokers on Lincoln's products, service model, policies, and processes while helping connect them to the right resources.
Provide document, print, and proposal support for the Request for Proposal (RFP) team and broader Group Protection organization.
Identify opportunities to improve processes, reduce inefficiencies, and enhance the customer experience.
Contribute to special projects, business initiatives, and change management efforts while staying current on industry trends and best practices.