RFP Specialist

Acrisure•Novato, CA
•Onsite

About The Position

Acrisure is seeking an RFP Specialist to manage the day-to-day execution of broker RFP and RFI responses across the business. The role coordinates with Sales, Product Marketing, Legal, and other subject matter experts to prepare accurate, compelling, and timely submissions, following established timelines and review steps. The RFP Specialist reports to the Director of Product Marketing. The specialist reviews RFP/RFI documents to identify requirements, evaluation criteria, and deadlines; drafts and edits responses using existing messaging and templates; verifies submissions against formatting, content, and delivery requirements; and maintains the RFP content library. The role also tracks submission status and outcomes and flags patterns or process gaps to the manager. The position supports Acrisure's ability to deliver consistent, precise responses as its solutions portfolio grows. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

  • Strong writing and editing skills, with attention to detail and consistency.
  • Organized and comfortable managing several deadline-driven tasks at once.
  • Able to coordinate across departments and keep a process moving without direct authority over contributors.
  • Comfortable with SharePoint, Excel, and similar tools.
  • 3–5 years of experience in a proposal, RFP, marketing, or related coordination role.

Nice To Haves

  • Proposal software experience.
  • Interest in insurance, financial services, or another complex B2B industry.
  • Experience working cross-functionally with Sales or subject matter experts.
  • Experience in the insurance brokerage or employee benefits consulting industry.

Responsibilities

  • Manage broker RFP/RFI response execution from intake through submission, following established timelines and review steps.
  • Review RFP/RFI documents to identify requirements, evaluation criteria, and deadlines, and flag items needing escalation.
  • Coordinate with Sales, Product Marketing, Legal, and other subject matter experts to gather content and keep responses on schedule.
  • Draft and edit proposal content using existing messaging and templates, tailoring language to each buyer where needed.
  • Check submissions against formatting, content, and delivery requirements before submission.
  • Maintain and organize the RFP content library, keeping messaging, boilerplate, and past responses current and easy to find.
  • Track submission status and outcomes, and flag patterns or process gaps to the manager.

Benefits

  • Comprehensive medical insurance, dental insurance, and vision insurance.
  • Life and disability insurance.
  • Fertility benefits and wellness resources.
  • Paid sick time.
  • Generous paid time off and holidays.
  • Employee Assistance Program (EAP) and complimentary Calm app subscription.
  • Immediate vesting in a 401(k) plan.
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
  • Commuter benefits and employee discount programs.
  • Paid maternity leave and paid paternity leave, including for adoptive parents.
  • Legal plan options.
  • Pet insurance coverage.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service