Proposal Manager

• Manage the end-to-end proposal process, ensuring all deadlines are met
• Read RFP or RFI documents thoroughly and prepare proposal checklists that list client submission requirements and identify proposal team action items.
• Review and refine proposal materials (e.g., resumes, biographies, templates, RFP library, etc.) for alignment with brand and messaging standards
• Prepares new group and existing group proposals by reading and interpreting data from sales and incorporating requested options into a complied, customized proposal document
• Understands and leverages VBA product knowledge to develop client-focused content for each assigned proposal and RFP
• Serve as a brand, product, content and compliance expert
• Develop finalist presentations to ensure key RFP details are effectively communicated
• Print, assemble and ship proposals and/or prepare electronic submission files as needed
• Create and manage sales enablement resources including pipeline PowerPoint presentations and continuing education courses for brokers and benefits administrators
• Work with the marketing content team to develop high-impact graphics for proposals and presentations
• Perform activities and functions of related lower-level personnel as assigned or required
• On-site notary services and other marketing tasks as required

Proposal Manager

Senior Proposal Manager

Proposal Coordinator

Proposal Manager