Proposal Strategist

5HM Hub International Texas; Dallas (TX); Ibrido; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Retirement matching

Life and disability plans

Paid time off

Parental leave

Wellbeing program

Descrizione del lavoro

A path for every ambition. HUB International in Dallas is seeking a Proposal Strategist to lead responses to Requests for Proposals (RFPs) and to position the company and its services with cross-functional teams.

Based in the Dallas office, the role requires collaboration with business development and may back up the SRM team during busy periods. The position is hybrid, requiring three days per week in the office.

Competenze

• 2-5 years of relevant experience, to include direct experience on a bid management or RFP response team and project management experience.

Mansioni

• Project management – Manage responses to RFPs in partnership with team members and leadership across the business.
• Use Microsoft Planner and Teams to track task progress, deadlines, and cross-team communication throughout the proposal lifecycle.
• Lead Capture – Monitor, identify, and circulate bid opportunities to stakeholders.
• Go/No-Go Strategy – Evaluate incoming opportunities against strategic fit, win probability, and resource capacity to prioritize the best-fit bids before committing proposal resources.
• Compilation – Source response content from libraries, gather inputs from team members, and compile all other required components into complete and timely responses.
• Production – Proofread, perform quality checks, package and ship responses.
• Content Management – Migrate completed response content into response library, manage post-submission feedback loops, maintain response templates.
• Reporting & Analytics – Track and report on win/loss rates, client feedback, and proposal performance metrics on a regular cadence to leadership and the business development team.
• SRM support: Act as a backup for the Strategic Resource Manager when workload is light or during high demand periods. Acquire familiarity with SRM tools and processes, including Microsoft Dynamics, Seismic, SharePoint, and communication platforms such as Zoom and Teams. Assist in supporting sales enablement, lead generation, and client retention initiatives as needed.

Conoscenze

Communication

Stakeholder Coordination

Detail Orientation

Flexibility

Time Management

Self Starter

MS Office

Proposal Tools

Formazione

Bachelor's degree

Strumenti

Loopio

Adobe InDesign

Microsoft Dynamics

Seismic

SharePoint

Zoom

Teams

Descrizione del lavoro

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

This is a hybrid role, requiring three days per week in the office.

Position Summary

The Proposal Strategist will be responsible for completing responses to Requests for Proposals (RFPs), positioning the company, its capabilities, and proposed services. Based in HUB International’s Dallas office, the role will require a high degree of cross-functional collaboration with business development and end-to-end oversight of proposal development efforts. In addition, the Proposal Strategist may serve as a backup to the Strategic Resource Manager (SRM) team during periods of low workload or high demand, necessitating familiarity with the software and processes used in that function.

Responsibilities

• Project management – Manage responses to RFPs in partnership with team members and leadership across the business.
• Use Microsoft Planner and Teams to track task progress, deadlines, and cross-team communication throughout the proposal lifecycle.
• Lead Capture – Monitor, identify, and circulate bid opportunities to stakeholders.
• Go/No-Go Strategy – Evaluate incoming opportunities against strategic fit, win probability, and resource capacity to prioritize the best-fit bids before committing proposal resources.
• Compilation – Source response content from libraries, gather inputs from team members, and compile all other required components into complete and timely responses.
• Production – Proofread, perform quality checks, package and ship responses.
• Content Management – Migrate completed response content into response library, manage post-submission feedback loops, maintain response templates.
• Reporting & Analytics – Track and report on win/loss rates, client feedback, and proposal performance metrics on a regular cadence to leadership and the business development team.
• SRM support: Act as a backup for the Strategic Resource Manager when workload is light or during high demand periods. Acquire familiarity with SRM tools and processes, including Microsoft Dynamics, Seismic, SharePoint, and communication platforms such as Zoom and Teams. Assist in supporting sales enablement, lead generation, and client retention initiatives as needed.

Skills

• Communication – Strong writing skills – previous experience or degree in business writing a plus. A high degree of professionalism in interfacing with internal stakeholders, company leadership, and external agency clients. Ability to set expectations and boundaries when needed. Comfortable holding meetings and following up with timely, professional email correspondence and Teams messages as needed.
• Stakeholder Coordination – Ability to keep stakeholders, content contributors, and reviewers aligned and accountable to agreed-upon timelines across multiple concurrent proposals.
• Detail Orientation – Strong attention to detail – previous experience in copy editing and/or quality control a plus.
• Flexibility – Ability to wear multiple hats, multi-task, and shift seamlessly between a diversity of tasks such as strategic positioning, detailed writing, relationship management, and administrative duties.
• Time Management – Ability to manage multiple concurrent RFP timelines, keep projects on track against agreed-upon deadlines, and proactively flag at-risk schedules.
• Self Starter – Ability to operate autonomously, work under broad direction, and be resourceful.
• MS Office – Outlook, Word, Excel, PowerPoint, etc.
• Proposal Tools – Experience with Loopio (RFP content library and response platform) and Adobe InDesign (proposal layout and design) preferred.

Required Qualifications

• 2-5 years of relevant experience, to include direct experience on a bid management or RFP response team and project management experience. Experience in copy editing and/or quality control is a plus. Strong attention to detail and proven ability to manage various tasks at once Bachelor's degree preferred Basic knowledge of SRM-related tools preferred (e.g., Microsoft Dynamics, Seismic, SharePoint, Zoom, Teams)

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

Benefits and programs

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

Company Overview (duplicate note)

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.