Proposal Associate

Lincoln Financial

. Support proposal and renewal activities by partnering with Underwriting, Client Services, Implementation, and other key business areas .

Posted 10/13/2026full-timeRemote • United StatesMid-Level💰 $52,500 - $84,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in proposal management and client communications, with a strong proficiency in Microsoft Office Suite and familiarity with CRM and workflow platforms. Exhibits a continuous improvement mindset and adaptability to new technologies in the insurance and financial services sectors.

Highest-signal resume keywords

Proposal ManagementClient CommunicationsMicrosoft Office Suite ProficiencyRFP/RFI ExperienceFamiliarity with Insurance and Financial Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Proposal ManagementRFP/RFI ResponseContent ManagementDocument SupportProcess Improvement

Soft Skills

Effective CommunicationCuriosityAdaptabilityContinuous Improvement Mindset

Tools & Technologies

Microsoft Office SuiteSalesforceSharePointQvidian/ResponsiveAI-Enabled Productivity Tools

Industry Keywords

Employee BenefitsInsuranceFinancial ServicesChange ManagementBusiness Initiatives

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

4 Year/Bachelor's degree or equivalent work experience; 4 years of experience in lieu of Bachelor's
0–1+ years of experience with RFPs/RFIs directly aligned with the position's responsibilities
Ability to communicate effectively, verbally and in writing
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Preferred: Experience responding to RFPs, RFIs, questionnaires, or other client-facing business communications
Preferred: Familiarity with employee benefits, insurance, financial services, or related industries
Preferred: Experience with proposal management, content management, CRM, or workflow platforms such as Salesforce, SharePoint, Qvidian/Responsive, or similar technologies
Preferred: Familiarity with AI-enabled productivity tools such as Microsoft Copilot
Curiosity, adaptability, continuous improvement mindset, and willingness to explore new technologies and automate routine tasks while maintaining human-in-the-loop review and decision-making

Benefits

Comp & perks

Clearly defined career tracks and job levels
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Flexible work arrangements
Productivity/technology tools and training
Annual Incentive Program eligibility
Potential long-term incentives and sales incentives
Standard benefits package