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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing proposal and RFP submission processes, ensuring compliance and quality standards while driving operational excellence through data analysis and cross-functional collaboration. Proficient in utilizing AI-enabled technologies and transitioning systems like Salesforce to Dynamics to enhance proposal workflows.
Highest-signal resume keywords
Proposal ManagementPeople ManagementOperational Performance MetricsLife/Health Insurance ExperienceMicrosoft Office Proficiency
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 Workflow ManagementRFP SubmissionTrend AnalysisQuality AssuranceAuditing MethodologiesDocumentation StandardsProcess ImprovementData ReportingAI-Enabled TechnologiesSalesforce to Dynamics Transition
Soft Skills
Time ManagementAnalytical SkillsDetail OrientedInitiativeCommunication Skills
Tools & Technologies
Microsoft OfficeAdobe WriterDynamicsSalesforce
Industry Keywords
Insurance ProductsSalesUnderwritingRFP ActivitiesTeam Development
About the role
Key responsibilities & impact- Lead the Proposal and RFP Submission team by managing performance, workflow, and quality standards
- Ensure accurate, timely, and compliant customer deliverables
- Drive operational excellence through reporting, trend analysis, process improvements, and cross-functional collaboration
- Lead workforce planning, staffing, recruiting, onboarding, team development, and performance accountability
- Establish, monitor, and report operational performance metrics for submission and RFP activities
- Analyze year-to-year trends and create/distribute activity reports
- Develop, maintain, and enforce operational standards, procedures, job aids, and documentation
- Direct proposal workflow, quality assurance, and audit functions
- Develop auditing methodologies, quality control processes, and best-practice standards
- Liaise with Sales, Underwriting, and other business partners throughout the proposal and quote lifecycle
- Create and maintain online and manual tools for proposal and rate creation and training documents
- Provide strategic oversight of AI-enabled submission technologies, including LLM performance, output accuracy, usage trends, and governance
- Provide strategic oversight of the transfer from Salesforce to Dynamics
- Interview, hire, train, mentor, and hold team members accountable
- Manage the Proposal Unit delivering RFPs, product proposals, pricing/rate requests, questionnaires, and third-party portal submissions
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's Degree with 2-4 years of related experience OR High School Diploma or GED with 4-6 years related experience
- People Management experience
- Strong time management skills
- Analytical, detail oriented and creative
- Demonstrates initiative/self-motivation & resourceful
- Proficient in Microsoft Office products; Adobe Writer
- Excellent verbal/written communication skills
- Ability to overcome barriers to obtain required information
- Insurance product experience from a Sales or Underwriting background
- 3+ years’ experience with Life/Health Insurance
- Strong documentation skills
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- FSA and HSA
- 401(k) plan
- Employee Assistant Program
- Back-up Care for Children, Adults and Elders
- Health and wellness initiatives
- Wellness program enabling employees to participate in health initiatives to reduce their insurance premiums
- Bonus eligibility