Proposal Manager

Job Summary:

The primary role of the Proposal Manager is to lead the firms sales and service teams in coordinating and producing professionally written formatted and branded new business proposals. Responsibilities include managing the proposal process for Unison Risk Advisors (URA) producing proposal management plans seeking opportunities to enhance our proposal approach monitoring proposal trends and data and devising strategies to identify and secure opportunities ensuring timeliness and accuracy. This role requires a highly motivated candidate that can implement clear project management skills to keep cross-functional teams on task as well as have great attention to detail to ensure all requirements and deadlines are met.

A Day in The Life:

• Lead and mentor a team of proposal professionals setting standards and ensuring team performance.

• Oversee the creation editing and submission of proposals ensuring compliance with all RFP requirements and company policies.

• Evaluate submitted proposals gather client feedback and use lessons learned to improve future efforts.

• Manage the entire Requests for Proposals (RFP) response effort on behalf of URA and its platform companies by maintaining active project plans and timelines to ensure assigned projects are delivered on time.

• Maintain a robust library of RFP responses and appendix items by proactively reviewing proposal content for updates.

• Create the best structure for a URA RFP team including team structure and responsibilities as well as structure of the library.

• Serve as the firms RFP response platform administrator including maintaining active user licenses and roles across the firm and conducting training for employees as needed.

• Stay up-to-date on the capabilities and differences of all URA products and services to ensure the accuracy of proposal responses.

• Review all RFPs to determine requirements and communicate novel or unusual requests with the project team.

• Monitor and track RFP results consistently across URA to manage volume and interpret activity to identify trends for improvement in RFP success rate response process and deliverables.

• Organize the preparation and production of customized RFP responses to meet the varied requirements outlined in each initial request. This function includes formatting electronic files in Microsoft Word and Adobe Acrobat.

• Proofread deliverables to ensure proper spelling punctuation and grammar. Working beyond basic proofreading ensure the content is logical and meets its intended objective and that questions are answered in a clear and logical approach.

• Actively monitor multiple procurement websites to identify RFP opportunities.

• Collaborate with the relevant expert teams to develop and execute a process to determine appropriate RFPs to respond to.

• Lead the coordination of RFP follow-up activities including finalist sales presentations meetings etc.

• Communicate directly with executive leaders business and practice leaders and other personnel regarding procedures policies and overall fulfillment expectations for RFPs to ensure alignment.

• Serve as business consultant across the business on further proposal optimization opportunities across different proposal types including finalist presentations renewal proposals and other various media.

• All other job duties as assigned.

What Youll Need:

• Bachelors Degree in Business Communications or other related field.

• Minimum of 5 years experience working on proposals and proven experience managing people and the proposal process.

• Preference for RFP and proposal experience in the risk management and insurance brokerage sector.

Who You Are:

• Ability to interpret technical information to identify project requirements and conceptualize appropriate supporting graphs images or text copy.

• Exhibit strong project and time management skills; possess the ability to work under pressure and meet deadlines and deliverables.

• Able to work collaboratively with internal team members be a team player and exhibit a positive attitude.

• Possess advanced proficiency with Microsoft Office Suite and Adobe Acrobat.

• Must be self-motivated and demonstrate accountability for everything under their purview.

• Technical aptitude and possess an ability to learn new programs quickly.

• Demonstrate agility and is able to multi-task as well as pivot to changing priorities as circumstances warrant.

• Possess strong written and oral communication skills as well as solid proofreading skills.

Travel Expectations

• Light Travel (010%)

• Occasional local travel may be required for team meetings training or client visits.

• Minimal travel expected; primarily based in the office or remote.

Physical and Environmental Demands

This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To request a disability-related reasonable accommodation to assist you in your job search application or interview process please us at to discuss your specific need.

• Physical Requirements: Primarily sedentary work involving sitting typing and handling office equipment. Occasional walking standing and lifting up to 10 pounds may be required.
• Manual Dexterity & Vision: Requires sufficient manual dexterity and visual acuity for computer use data analysis and document preparation.
• Work Environment: Standard indoor office setting with moderate noise levels and climate control.

Work Schedule & Hours

Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; no overtime payable. (FLSA Status: Exempt)

(Note: job responsibilities and travel expectations at this level will often require the performance of job duties beyond the normal workweek schedule.)