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Form of workPlease complete all of the questions, information and sign it at the end.
This position can be in office (Irvine, CA) or hybrid if local in Southern California
POSITION SUMMARY: The Proposal Writer will work closely with our Proposal Manager and Marketing team to create compelling and well-organized proposals that effectively communicate the value of our services to potential clients and partners. The ideal candidate should have a passion for writing, strong attention to detail, and the ability to gather and synthesize information from various sources to craft persuasive proposals.
Create and manage responses to proposal requests for Business Development, Client Services, and regional teams. Primary duties include drafting written responses to Requests for Proposals (“RFPs”) using RFP software, including content and version control, as well as managing the response timelines for these proposals. Secondary responsibilities for the use of Salesforce to back up RFP response deliverables that may be included in proposals and/or agreed to during the contract terms. Must have expert knowledge, accuracy and be able to balance multiple projects in a fast-paced, deadline-sensitive environment while maintaining a strong sense of customer service.
DUTIES AND RESPONSIBILITIES:
- Proposal Development: Collaborate with sales, legal, and other teams to develop comprehensive and tailored proposals for third-party administrator solutions. Deliver complete, high-quality, on-time responses to Requests for Proposals (“RFPs”).
- Content Creation: Write, edit, and proofread proposal content to ensure clarity, accuracy, and alignment with company branding and messaging.
- Content Manage: Assist in reviewing, securing, and maintaining RFP software to consistently improve response content, and tracks version. Update the RFP response database as new information becomes available, including attachments such as org charts, staff bios, etc. Help manage updates to systems, response content, and related to keep all internal customers up to date with current events.
- Client Analysis: Work with the Proposal Manager to research and understand potential client needs, objectives, and pain points to customize proposals that address specific requirements.
- Editing and Proofreading: Review and edit proposal content for grammar, spelling, consistency, and overall quality.
- Competitive Analysis: Assist Proposal Manager with research on industry competitors and their offerings to highlight our unique value proposition and differentiators.
- Project Coordination: Manage proposal timelines, milestones, and deliverables to ensure proposals are submitted in a timely and organized manner.
- Collaboration: Work closely with subject matter experts to gather technical details, data, and insights needed to create persuasive proposals.
- Formatting and Presentation: Ensure proposals are visually appealing and professionally formatted, using graphics, charts, and diagrams to enhance readability.
- Quality Control: Follow the quality control process to verify accuracy and completeness of proposal content before submission.
- Document Management: Assist in maintaining a centralized repository of proposal content, templates, licenses, and certifications for easy access and future use.
- Feedback Incorporation: Gather feedback from sales teams, clients, and stakeholders to continuously improve proposal content and strategy.
- Market Insights: Stay informed about industry trends, regulatory changes, and emerging technologies related to third-party insurance.
- Deadline Management: Work within established timelines to deliver high-quality proposals while meeting tight deadlines.
- Continuous Improvement: Stay updated on industry best practices and proposal writing trends to enhance proposal quality and effectiveness.
- Participate in special projects as needed.
- Perform other duties as assigned.
- Must be available to work occasional evenings and weekends, sometimes with short notice.
- <10% travel
EQUIPMENT OPERATED/USED: Computer, printer, copier, fax, binding machine, and other office equipment.
SPECIAL EQUIPMENT OR CLOTHING: Business casual office attire.
qualifications
QUALIFICATIONS REQUIRED:
Education/Experience:
- Bachelor’s degree in English, Business, Communications, Marketing, or related field
- Professional writing skills essential
- Experience in professional writing and bonus with experience in responding to large and complex RFPs.
Knowledge, Skills, and Abilities:
- Strong writing skills with the ability to convey complex information in a clear and concise manner.
- Strong prioritization, time management, organization, and multi-tasking skills
- Strong interpersonal skills to collaborate effectively across departments.
- Familiarity with Qvidian software and proposal management tools is a plus.
- Excellent research and analytical abilities to understand client needs and competition.
- Knowledge of insurance terminology, policies, and regulations is a plus.
- Ability to work efficiently under pressure and meet tight deadlines.
- Detail-oriented, self-starter, commitment to accuracy and quality, and ability to work independently in a fast-paced environment.
- Excellent problem-solving skills
- Proficiency in Microsoft Office applications, including Word, PowerPoint, Excel, Publisher, Visio, and Outlook;
- Graphic design capabilities preferred—working knowledge of Adobe and Adobe Photoshop, and Illustrator.
- Ability to interact with a wide range of internal and external clients in a professional manner
- Strong work ethic and ability to maintain confidentiality
Other Qualifications:
- None.
Here are some of the benefits you can enjoy in this role:
- Medical, Dental, Vision, Disability & Life Insurance
- 401(k) plan
- Paid time off.
- Paid holidays.
Mental and Physical Requirements: [see separate attachment for a copy of checklist of mental and physical requirements.
MENTALANDPHYSICALREQUIREMENTS
1.MENTALEFFORT
a. Reasoning development:
Follow one- or two-step instructions; routine, repetitive task.
Carry out detail but uninvolved written or verbal instructions; deal with a few concrete variables.
X Follow written, verbal, or diagrammatic instructions; several concrete variables.
X Solve practical problems; variety of variables with limited standardization; interpret instructions.
X Logical or scientific thinking to solve problems; several abstract and concrete variables.
Wide range of intellectual and practical problems; comprehend most obscure concepts.
b. Mathematical development:
Simple additional and subtraction; copying figures, counting, and recording.
Add, subtract, multiply, and divide whole numbers.
X Arithmetic calculations involving fractions, decimals, and percentages.
X Arithmetic, algebraic, and geometric calculations.
Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.
Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.
c. Language development:
Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.
Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.
Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.
X Ability to compose original correspondence, follow technical manuals, and have increased contact with people.
Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.
- PHYSICALEFFORT
- Physical activity required to perform the job:
Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
X Light work:
- Exerting up to 20 pounds of force occasionally
- Exerting up to 10 pounds frequently
- Exerting a negligible amount of force constantly to move objects
(If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).
X Medium work:
- Exerting up to 50 pounds of force occasionally
- Exerting up to 20 pounds of force frequently
- Exerting up to 10 pounds of force constantly to move objects
Heavy work:
- Exerting up to 100 pounds of force occasionally
- Exerting up to 50 pounds of force frequently
- Exerting up to 20 pounds of force constantly to move objects
Very heavy work:
- Exerting in excess of 100 pounds of force occasionally
- Exerting in excess of 50 pounds of force constantly to move objects
- Exerting in excess of 20 pounds of force constantly to move objects
b. Visual requirements necessary to perform the job:
Far vision: clarity of vision at 20 feet or more
X Near vision: clarity of vision at 20 inches or less
X Mid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feet
Depth perception: the ability to judge distance and space relationships, so as to see objects where and as they actually are
Color vision: ability to identify and distinguish colors
Field of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point
2.PHYSICALEFFORT(cont.)
FREQUENCY
c. Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):
Climbing: Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.
Balancing: Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.
Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.
Kneeling: Bending legs at knee to come to a rest on knee or knees.
Crouching: Bending the body downward and forward by bending legs and spine.
Crawling: Moving about on hands and knees or hands and feet.
Reaching: Extending hand(s) and arm(s) in any direction.
Standing: Particularly for sustained periods of time.
Walking: Moving about on foot to accomplish tasks, particularly for long
distances.
Pushing: Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.
Pulling: Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.
Foot
Motion: Using feet to push pedals.
X Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use ...
