Proposal Manager

• Oversee the full proposal lifecycle from initial strategy through final submission
• Manage the end-to-end proposal process and ensure all deadlines are met
• Read RFPs/RFIs and prepare proposal checklists listing submission requirements and team action items
• Review and refine proposal materials (resumes, biographies, templates, RFP library) for brand and messaging alignment
• Prepare new and existing group proposals by interpreting sales data and incorporating requested options into customized documents
• Leverage VBA product knowledge to develop client-focused proposal and RFP content
• Serve as a brand, product, content, and compliance expert
• Develop finalist presentations to effectively communicate key RFP details
• Print, assemble, and ship proposals or prepare electronic submission files
• Create and manage sales enablement resources including pipeline PowerPoint presentations and continuing education courses for brokers and benefits administrators
• Work with marketing content team to develop high-impact graphics for proposals and presentations
• Perform related lower-level personnel activities as assigned and provide on-site notary services and other marketing tasks
• Report to the Director of Marketing and collaborate with cross-functional teams including the Senior Technical Writer

Proposal Manager

Senior Proposal Manager

Proposal Manager

Proposal Coordinator

Senior Marketing – Proposal Coordinator

Proposal Manager