OneAmerica Financial

Consultant

• Coordinate and respond to requests for proposals, requests for information, due diligence questionnaires and related sales support inquiries
• Interpret client and broker requirements and develop accurate, timely and well-positioned responses
• Coordinate proposal development by gathering, organizing and synthesizing information from internal resources, product managers, marketing teams and subject matter experts
• Develop clear, accurate and tailored responses communicating the organization's products, services, capabilities and value proposition
• Manage proposal timelines and project milestones
• Collaborate with distribution partners to understand opportunity requirements and position responses appropriately
• Identify content gaps and outdated information in the RFP content database and collaborate with SMEs to update it
• Participate in internal meetings regarding product, process, compliance and service updates
• Ensure proposal responses comply with organizational standards, branding guidelines and quality expectations
• Research and escalate complex questions to appropriate SMEs
• Maintain proposal development and content management documentation, processes and best practices
• Support process improvement initiatives for proposal quality, operational efficiency and database accuracy
• Respond to ad hoc requests from sales, service and business partners
• Review RFPs handled by RFP Coordinators

Employee Benefits Consultant

Proposal Manager

• Coordinate and respond to requests for proposals (RFPs), requests for information (RFIs), due diligence questionnaires and related sales support inquiries
• Interpret client and broker requirements and develop accurate, timely and well-positioned responses
• Coordinate proposal development by gathering, organizing and synthesizing information from internal resources, product managers, marketing teams and subject matter experts
• Develop clear, accurate and tailored responses communicating products, services, capabilities and value proposition
• Manage proposal timelines and project milestones to ensure timely, accurate submission of deliverables
• Collaborate with distribution partners to understand opportunity requirements and position responses appropriately
• Maintain the RFP content database by identifying content gaps, outdated information and enhancement opportunities
• Participate in internal meetings regarding product, process, compliance and service updates
• Ensure proposal responses comply with organizational standards, branding guidelines and quality expectations
• Research and escalate complex questions to appropriate subject matter experts
• Maintain proposal-development documentation, processes and best practices
• Support process improvement initiatives to enhance proposal quality, operational efficiency and database accuracy
• Respond to ad hoc requests from sales, service and business partners
• Review RFPs handled by the RFP Coordinator

Employee Benefits Consultant

Employee Benefits Request for Proposal Manager