We are seeking a highly experienced Senior RFP Specialist with a strong background in insurance and sales industries; call center operations is a Plus+.
The ideal candidate will have extensive expertise in managing complex RFPs, and proposal submissions, with a proven track record of securing major accounts. This individual will play a critical role in leading cross-functional teams to develop winning proposals that drive business growth and align with company goals.
Key Responsibilities:
- Lead the full lifecycle of RFP, RFI, and grant submissions for high-value accounts in the insurance, sales, and call center sectors.
- Review and analyze RFPs to determine alignment with company objectives, ensuring compliance with client requirements and legal standards.
- Develop customized, compelling, and client-focused proposals that clearly articulate the company’s value proposition and differentiators.
- Collaborate with internal teams (Sales, Operations, Legal, Finance, and Call Center Management) to gather necessary information, ensuring a unified approach to proposal development.
- Use your deep industry knowledge to tailor responses that address client pain points and offer innovative solutions.
- Maintain and expand a comprehensive content library for proposals, including case studies, technical responses, pricing models, and service descriptions.
- Oversee grant writing processes, ensuring alignment with organizational priorities and compliance with funding criteria.
- Serve as the primary point of contact for client inquiries related to proposals, clarifying any questions to enhance proposal accuracy.
- Coordinate proposal review meetings, ensuring senior leadership input and approval before final submission.
- Track and analyze the success rates of submitted proposals, gathering insights for continuous improvement.
- Ensure consistency in branding, formatting, and messaging in all submissions, maintaining a high level of professionalism.
- Build and maintain strong relationships with potential clients, leveraging these connections to secure new business.
- Identify opportunities for process improvements in the RFP and proposal management workflow.
Qualifications:
- Bachelor’s degree in Business, Communications, Marketing, or a related field.
- 5-7 years of experience in RFP and proposal management, with a focus on the insurance, sales, and call center industries.
- Proven success in winning large-scale contracts and accounts through effective RFP responses and proposals.
- Extensive experience in grant writing and navigating complex funding requirements.
- Strong knowledge of call center operations and the specific needs of insurance and sales organizations.
- Ability to work effectively under tight deadlines and manage multiple high-priority projects simultaneously.
- Excellent written and verbal communication skills, with an eye for detail and clarity in messaging.
- Proficiency in MS Office Suite (Word, Excel, PowerPoint) and proposal management software/tools (e.g., RFPIO, Loopio).
- Strong organizational and project management skills, with the ability to lead cross-functional teams to success.
Preferred Skills:
- In-depth knowledge of insurance products, sales strategies, and call center metrics.
- Experience with CRM software (e.g., Salesforce) and familiarity with proposal automation tools.
- Strong analytical skills to interpret RFP requirements and develop effective responses.
- Experience in contract negotiation and management.
- Grant Writing
- Ability to create visually appealing, well-organized proposals using graphic design tools.