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Employee Benefits Consultant
OneAmerica Financial. Coordinate and respond to requests for proposals, requests for information, due diligence questionnaires and related sales support inquiries .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in proposal management and RFP response support, with a strong focus on effective communication, organizational skills, and the ability to manage multiple projects. Familiarity with financial services and insurance industries enhances the capability to deliver tailored and compliant proposals.
Highest-signal resume keywords
Proposal ManagementRFP Response SupportContent Management SystemsOrganizational SkillsEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposal DevelopmentRFP CoordinationClient ServiceProject ManagementContent Synthesis
Soft Skills
Attention to DetailCollaborationProblem-Solving
Tools & Technologies
Proposal Management SystemsContent Management Systems
Industry Keywords
Financial ServicesInsuranceMarketingBusiness Communications
About the role
Key responsibilities & impact- 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- Identify content gaps and outdated information in the RFP content database and collaborate with SMEs to update it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
Requirements
What you’ll need- Bachelor's degree in Business, Communications, Marketing or related field; or equivalent work experience
- 4-6 years of experience in proposal management, RFP response support, client service, marketing or a related field
- 4+ years minimum work experience
- Relevant industry and/or RFP experience is preferred
- Experience working with proposal management or content management systems is recommended
- Knowledge of financial services, insurance or related industries is recommended
- Ability to coordinate and respond to RFPs, RFIs and related questionnaires
- Strong organizational skills and attention to detail
- Effective communication skills
- Ability to manage multiple concurrent projects while maintaining quality and responsiveness
- Must be able to perform the essential functions of the position satisfactorily
- Mandated background checks, including criminal history, are required as a condition of employment if an offer is made
- Must be able to work remotely in an eligible state; New York is excluded