Proposal Coordinator

Ameritas; Oklahoma; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Match

Flexible hybrid work

Paid time off (PTO)

Health benefits

Tuition reimbursement

Job summary

Ameritas seeks a Proposal Coordinator to drive RFP/RFI processes for Ameritas and partner distributions. The role bridges the external sales force and internal ops for dental, vision and hearing quotes, ensuring accurate, compelling bid documentation.

You will use Qvidian to respond to questionnaires, gather data, and develop complete proposals. You will collaborate with teams to maintain unity across submissions, manage multiple proposals, and meet demanding deadlines with strong writing and

Qualifications

• Create narratives and questionnaire responses for proposals
• Excellent reading and writing comprehension and communication skills
• Proactive problem-solving and solutions-based thinking
• Detailed time management and organizational skills
• Able to meet deadlines and handle multiple bids
• Familiar with proposal language and sales operations
• Willingness to learn internal software tools

Responsibilities

• Respond to questionnaires and develop submissions using Qvidian
• Gather and format information for a complete sales proposal
• Collaborate with team to ensure consistency across submissions
• Multi-task to manage several proposals for various distributions
• Ensure timely release of bids and research all aspects for accuracy
• Work independently with minimal supervision
• Utilize strong grammar and communication skills in submissions
• Prepare thumb drives or binders for hard copy submissions
• Assist supervision with mentoring and library/database maintenance
• Cross-train with National Account teams as needed

Skills

Creative writing

Microsoft Office

Time management

Organizational skills

Proposal writing

Sales office operations

Attention to detail

Research & information gathering

Education

High school diploma or GED

Degree in journalism/communications/english (preferred)

Tools

Microsoft Word/Excel/Access/PowerPoint

Job description

The Proposal Coordinator drives the business by specializing in the management of the RFP (Request for Proposal) and RFI (Request for Information) processes for Ameritas and strategic partner distributions. Acting as an internal liaison between the external sales force and internal operational departments for dental, vision and hearing quotes, the associate will research, complete and gather all documentation for a proposal bid, ensuring the bid is presented in an accurate and compelling manner.

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Position Location

• This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

What you do

• We are looking for articulate, organized and detail-oriented individuals to join our team in creating proposals.
• Utilize Qvidian (a web-based software) to respond to questionnaires and develop submissions.
• Gather and format information, create documentation and develop a complete sales proposal to submit to the appropriate source.
• Collaborate as a team to maintain unity and consistency in all submissions.
• Multi-task and maintain an organized approach in creating several proposals at the same time and for all distributions.
• Ensure timely release of assigned bids, working under pressure to meet demanding deadlines and making sure all aspects of the bids have been researched and presented accurately to the client.
• Work and think independently, with little need for assistance or review by the Supervisor.
• Utilize excellent grammar and communication skills, both written and verbal
• Create thumb drives or binders of the proposal, for hard copy submissions.
• Assist the supervisor in various projects including mentoring/training new team members and maintenance of the database and library of information.
• While not a primary focus, cross train with other National Account teams in networking and proposal coordination, as needed.

What you bring

• H.S Diploma or GED Required; It is preferred that the incumbent has a Degree in Journalism, Communications, English or related field, or equivalent work experience in Group insurance

• Applicant must have 4-7 years of related experience including but not limited to the following:

• Creative writing skills to create and enhance narratives and questionnaire responses

• Excellent reading and writing comprehension and communication skills

• Proactive approach to problem-solving and solutions-based innovation

• Detailed time management and organizational skills

• Strategic planning capabilities and the ability to meet deadlines.

• Previous experience or knowledge of Dental and/or Vision products/procedures

• Functions performed in other operational areas (Administration, Claims, Provider Relations, etc.)

• Strong knowledge of software programs such as Word, Excel, a MUST. Access and PowerPoint a plus.

• Previous experience or knowledge of Group and Partner distributions

• Familiarity with proposal, contract, and/or claim language

• Familiarity with sales office operations

• Familiarity with operations of our various alternative distribution networks

• Skill set needed to learn new internally-used software.

• Previous proposal writing experience is advantageous.

What we offer

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:

• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:

• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).

For your professional growth:

• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.

For your community:

• Matching donations program.
• Paid volunteer time-- 8 hours per month.

For your family:

• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline

This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.