Vision Benefits of America

Proposal Manager

Vision Benefits of America

full-time

Posted on:

Location Type: Hybrid

Location: Carnegie • Pennsylvania • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $70,000 - $80,000 per year

Job Level

Mid-LevelSenior

Tech Stack

VBA

About the role

  • 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

Requirements

  • Bachelor’s Degree in Marketing, Communications, Professional Writing or related experience
  • Minimum of 5 years of proposal development and RFP experience
  • Experience working in the insurance, employee benefits, optical or other highly regulated industries including distribution channel, business to business and direct to consumer marketing
  • Advanced with HubSpot, Microsoft Word, Excel, Outlook, Adobe Creative Suite and Canva
  • Current and active Notary Public preferred, or must be able to obtain and maintain Notary Public certification within three months of start date
  • Advanced oral and written communication skills with internal and external clients
  • Ability to work independently, determine work priorities, handle multiple tasks simultaneously and meet deadlines
  • Ability to handle a large volume of work with conflicting priorities
  • Strong organizational and analytical skills with the ability to research, organize, analyze and create meaningful copy with attention to detail, accuracy and compliance
  • Self-motivated with the ability to work independently to carry out assignments to completion within parameters of instructions given, established timeframes, procedures and accepted standards
  • Ability to organize and thoughtfully store company data
  • Excellent teamwork and collaboration skills
  • Ability to maintain strict confidentiality of all information and act with utmost integrity in the discreet and proper handling of all confidential and financial information
  • Committed to quality, continuous improvement and VBA values
  • Must be presently authorized to work in the US without a requirement for work authorization sponsorship by our company for this position now or in the future

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
proposal developmentRFP experiencesales enablementdata interpretationcontent creationgraphic designorganizational skillsanalytical skillsattention to detailcompliance
Soft skills
oral communicationwritten communicationindependenceprioritizationmultitaskingteamworkcollaborationconfidentialityintegrityself-motivation
Certifications
Bachelor’s DegreeNotary Public certification