Proposal & Marketing Specialist

USI Insurance Services; Dublin, Northern (OH, KY); On-site; USD 60,000 - 90,000; Full time

Job summary

USI Insurance Services seeks a proactive Proposal Coordinator to support the RFP team in crafting creative, high-quality responses for municipal, commercial, and employee benefits proposals. You will help develop content, coordinate contributors, and maintain the regional RFP database.

You will work closely with sales and leadership to manage projects, deliver compelling presentations, and ensure brand standards across internal client communications.

Qualifications

• Minimum 4 years related work experience.
• Ability to write technical or creative prose; writing samples required.
• Strong communication and project management skills with a customer service focus.
• Experience producing presentation and proposal materials; samples required.

Responsibilities

• Assist RFP team leader in developing high-quality responses to RFPs and information requests.
• Produce graphic and technical content and coordinate with contributors.
• Collaborate with sales/account/leadership to manage projects effectively.
• Provide writing, editing, design, layout and production for client materials.
• Manage development and use of regional RFP database.
• Support brand training and ensure brand standards in materials.
• Organize and maintain marketing, brand and sales materials on intranet with Corporate Sales/Marketing.
• Manage associations and membership benefits to track ROI.
• Assist with other projects and programs as needed.

Skills

Creative writing

Project management

Proposal/marketing comms

MS Office proficiency

Tools

Content management software

Brand design tools

Intranet platforms

Job description

General Description: This role is responsible for assisting the team leader with RFP's and manage the RFP database.

Responsibilities:

• Assist RFP team leader in developing and producing creative, high quality, winning responses to RFPs or requests for information. This includes but is not limited to municipalities, commercial and employee benefits proposals.
• Produce graphic and technical content and coordinate with others involved.
• Work collaboratively with sales/account/leadership team members to manage project effectively.
• Provide writing, editing, design, layout and production services for new business presentations, sales, marketing and client communication materials produced internally.
• Manage development and use of regional RFP database.
• Facilitate brand training and provide graphic and brand standards assistance/interpretation to associates producing client communication materials.
• Organize and maintain relevant marketing, brand and sales materials on company intranet working directly with USI Corporate Sales and Marketing team.
• Manage Associations and Membership benefits to determine full execution of benefits, speaking engagements, networking and tracking to ensure ROI.
• Assist with other projects and programs as necessary.

Knowledge, Skills and Abilities:

• Minimum 4 years related work experience.
• Creative approach to business development and communication strategies
• Demonstrated ability to write technical or creative prose. Writing samples required
• Communication and project management skills with a customer service focus
• Demonstrated ability to produce/design visually appealing and compelling presentation and proposal materials. Samples required.
• Mature judgment and work ethic; comfortable working with executive-level and sales-oriented individuals and sensitive materials/information
• Ability to work effectively during times of organizational stress, ambiguity and change. Experience with content management software a plus
• Strong understanding of MS Office applications, document design and related software capabilities required.
• If not fully proficient in design applications, candidate may complete training within 6 months depending on company support.
• Professional appearance and presentation.
• General understanding and knowledge about regional business community, investment and/or insurance industry. Previous business development or project management in marketing or professional services field a plus.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .