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Proposal Manager, Property and Casualty Insurance – Remote in the Southeast

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Gabon, Georgia (USA), United States

Offer summary

Qualifications:

3+ years in insurance industry, Knowledge of win strategies.

Key responsabilities:

Create RFP deliverables
Load RFPs into Loopio
Manage project-specific timelines
Provide feedback to team
Train and lead Proposal Managers

Lockton Companies Insurance XLarge https://www.lockton.com/

10001 Employees

See more Lockton Companies offers

Job description

Your missions

Your Responsibilities

RFP experience in the P&C space , work independently with Project Owners, RFP Director, and other RFP Unit Associates to create professional RFP deliverables and enhance the win rate of assigned projects
Load RFP’s into Loopio and manage assigned RFP projects
Create project-specific timelines
Assist with and conduct designated kick-off calls to initiate new projects
Utilize Loopio “Magic” to create suitable draft responses
Provide feedback and recommendations to RFP Director and team to establish best-in-class user experience strategy
Demonstrate the ability to communicate both effectively to cross-functional partners and executives.Assist with training for RFP users
Work with Technology Platform Manager to support creative content upload, review cycles, timelines, and design
Work with design team for efficient collaboration and appropriate support of design process
Create and maintain content for RFPs, finalist presentations, and other deliverable for access in Loopio and other designated internal tools by working with SMEs, monitoring Workplace, and collaborating with other team Associates
Support the integration of Loopio and other Lockton resources where appropriate
Assist with meeting overall team objectives to identify and enhance service workflows that can be streamlined and/or improve.
Other job duties as required
For Team Lead, manage and provide training and feedback to other Proposal Managers, and RFP Team members to enhance efficiency and professionalism of Unit and provide consistency across projects.
Identify critical service workflows that can be streamlined and/or improved.

Qualifications

Knowledge of insurance industry (benefits and/or property/casualty) required – generally obtained with at least 3 years experience (additional expertise for Team Lead role)
Emphasis on either employee benefits or property and casualty lines of business
Knowledge of successful win strategies and proposal management protocols
Experience working with Lockton or similar employer strongly preferred
Outstanding communications skills:
Facilitating and leading meetings and training in person and virtually
Writing professional, accurate, and grammatically correct content for RFPs and presentations
Proofreading
Collaborating and consulting with team members and other Associates to enhance favorable outcomes for each project
Maintaining tight timelines and effectively encouraging adherence with others
APMP certification preferred and encouraged

Within 3 months, you will:

Develop a working knowledge of existing technology platforms, how they integrate, and how best to support their use for efficient RFP and finalist presentation strategies
Develop clear understanding and familiarity with Lockton’s resources and client deliverables in order to effectively communicate them externally
Maintain and enhance efficient workflows for RFP responses
Be able to perform basic activities in Loopio including uploading RFP questions, doing preliminary “Magic”, exporting to Workfront
Be able to edit and manage projects effectively in Workfront
Provide overview training on the Pilot and ongoing RFP service levels.

Within 12 months, you will: