Senior Project Coordinator, Proposals

EPIC Insurance Brokers & Consultants

Proposal Coordinator managing end-to-end proposal processes at EPIC Brokers for pharmacy management solutions. Collaborating with experts to ensure timely and compliant proposal delivery.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $85,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Own the proposal workflow from intake through final submission, excluding content writing
Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery
Coordinate with subject matter experts and leadership to collect inputs and drive progress
Assemble and finalize proposal materials using approved templates, language, and formatting standards
Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements
Manage submission logistics and confirm successful delivery
Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems
Provide formatting and proofreading support for related marketing and research deliverables as needed
Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up

Requirements

What you’ll need

5 to 7 years of proven experience coordinating proposals, RFPs, and RFIs in a professional services, consulting, healthcare, insurance, or other B2B environment
Exceptional attention to detail, with experience producing clean, polished, client ready documents
Demonstrated ability to own proposal workflows end-to-end, from intake through submission, excluding content writing
Strong project management skills with the ability to establish timelines, manage milestones, track dependencies, and drive progress across multiple active proposals
Experience coordinating with subject matter experts, leaders, and cross-functional stakeholders
Strong organizational skills and the ability to manage multiple concurrent priorities in a fast-paced, deadline-driven environment
Excellent written and verbal communication skills, including professional and persistent follow-up
Ability to verify and ensure compliance with RFP requirements, including structure, formatting, page limits, and submission instructions
Advanced skills with Microsoft Word
Proficiency with Microsoft PowerPoint and Excel
Familiarity with SharePoint or similar document management systems
Experience maintaining proposal status, timelines, and documentation in CRM systems (e.g., Salesforce), trackers, or shared repositories

Benefits

Comp & perks

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

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Hard Skills & Tools

proposal coordinationRFP managementproject managementdocument formattingproofreadingcompliance verificationtimeline managementmilestone trackingdependency managementclient-ready document production

Soft Skills

attention to detailorganizational skillscommunication skillscross-functional collaborationtime managementproblem-solvingprofessional follow-upability to manage multiple prioritiesleadership coordinationstakeholder engagement