Bid Manager, Financial Business Line

Talantir; Rolling Meadows (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/dental/vision plans

Life and accident insurance

401K and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Digital mental health services (Talksp

Flexible work hours

Training programs

Gallagher Thrive program

Charitable matching gift program

Job summary

Gallagher Benefit Services is seeking a Bid Manager to lead the bid process for branch(es), coordinating with leaders and stakeholders to craft tailored proposals that meet client needs. You will own timelines, ensure compliance, and deliver high-quality bid documents reflecting client themes.

The role requires 5+ years in retirement and benefits, strong writing/editing skills, and familiarity with proposal processes, including advisor RFPs. MS Office and proposal software experience are valued.

Qualifications

• 5+ years of experience in the retirement, executive life, and benefits industry.
• Excellent writing and editing skills.
• Experience with actuary concepts and practices is highly desirable.

Responsibilities

• Take ownership of the bid process, managing complex projects and creating high-quality proposals reflecting client-specific themes.
• Collaborate with branch leaders, producers and other stakeholders to gather insights, develop timelines and ensure compliance with project requirements.
• Review and edit content for clarity and consistency, create visually appealing documents, and recommend tools that align with client needs.
• Identify graphic needs and update proposal responses with subject matter experts to gather accurate information.

Skills

Bid management

Cross-functional collaboration

Proposal development

Tools

MS Office (Word, Excel, PowerPoint)

Proposal software

Job description

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

At Gallagher, we’re looking for a Bid Manager to join our team. In this role, you’ll play a key part in driving sales success by managing and coordinating the bid process for your branch or branches. You’ll develop strategies that align with our goals and create proposals tailored to meet client needs.

You’ll work closely with branch leaders, producers, and other stakeholders to understand their challenges and provide solutions. Collaboration with Senior Bid Managers will ensure divisional strategies are aligned and initiatives are executed effectively.

How you'll make an impact

You’ll take ownership of the bid process, managing complex projects and creating high-quality proposals that reflect client-specific themes. You’ll collaborate with team members to gather insights, develop timelines, and ensure compliance with project requirements.

Your role will involve reviewing and editing content for clarity and consistency, creating visually appealing documents, and recommending tools that align with client needs. You’ll also maintain strong relationships with branch partners, offering helpful and solution-focused support.

Additionally, you’ll contribute to content development by identifying graphic needs, updating proposal responses, and working with subject matter experts to gather accurate information.

About You

You’re a skilled communicator with 5+ years of experience in the retirement, executive life, and benefits industry, preferably with a focus on defined contribution, defined benefit, wealth management, and institutional investing. Experience with actuary concepts and practices is highly desirable. You have excellent writing and editing skills, a customer-focused mindset, and advanced knowledge of proposal processes, particularly in responding to advisor RFPs. Your expertise in retirement and benefits solutions ensures you can effectively support this position’s strategic goals.

You’re proficient in MS Office tools like Word, Excel, and PowerPoint, and ideally have experience with proposal software. You’re organized, great at managing multiple projects, and enjoy working with cross-functional teams to develop strategies that deliver results.

At Gallagher, we value innovative thinkers who are service-minded and committed to shared goals. If this sounds like you, we’d love to hear from you!

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization.

For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities.

We see inclusion as a conscious commitment and diversity as a vital strength.

By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination.

In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.