Proposal Writer

New York Life Insurance Company; New York (NY); Remote; USD 65,000 - 80,000; Full time

Job summary

New York Life Insurance Company is seeking a Proposal Writer to develop client-focused proposal content while supporting strategic sales initiatives. The successful candidate will work fully remote, responsible for crafting compelling proposals that meet client specifications. This role calls for a blend of writing expertise, project management skills, and the ability to work collaboratively across teams.

Benefits

Full benefits package

Adoption assistance

Student loan repayment programs

Qualifications

• 3+ years of experience writing proposals in the insurance or financial services sectors.
• Experience supporting sales teams or working in an RFP response center.
• Strong organizational and time management skills.

Responsibilities

• Lead the creation of customized proposal responses for clients.
• Own the end-to-end proposal process from receipt through submission.
• Ensure compliance of proposal content with client requirements.

Skills

Writing

Project Management

Communication

Analytical Skills

Education

Bachelor’s degree in English, Communications, Marketing, Business

Tools

Microsoft Office Suite

Content Management Systems

Job description

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Location Designation: Fully Remote

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

Location Designation: Fully Remote

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

Role Responsibilites

The Proposal Writer is responsible for creating compelling, client-focused proposal content in response to Requests for Proposal (RFPs), Requests for Information (RFIs), and other customer questionnaires. This position supports strategic sales initiatives across the Group Benefit Solutions (GBS) suite—Life, AD&D, STD, LTD, FMLA/Leave, and Voluntary Benefits—by crafting high-quality, compliant, and persuasive documents that align with client specifications and showcase the company’s value proposition.

The ideal candidate brings a strong blend of strategic thinking, project management, exceptional writing skills, and cross-functional collaboration to effectively communicate solutions that win business.

What You'll Do

Proposal Development & Writing

• Lead the creation of clear, concise, and customized proposal responses that effectively communicate GBS solutions and competitive advantages.
• Develop original content as well as tailor standard content to meet specific client needs and evaluation criteria.
• Align written content with strategic direction, incorporating input from sales, underwriting, product, legal, and subject matter experts (SMEs).
• Translate complex information into persuasive, reader-friendly language.
  
  

Project & Stakeholder Management

• Own and manage the end-to-end proposal process from RFP receipt through submission.
• Collaborate with internal stakeholders to collect relevant data, define response strategies, and coordinate content development.
• Conduct and lead strategy calls to define win themes, clarify buyer needs, and identify strategic differentiators.
• Set and manage proposal schedules, ensuring timely submission of all components.
  
  

Quality & Compliance

• Ensure accuracy, consistency, and compliance of proposal content with client requirements and internal brand guidelines.
• Review responses for grammatical and factual accuracy, proper tone, flow, and adherence to style guides.
• Drive continual improvements in proposal quality through feedback loops and process refinements.
  
  

Content & Knowledge Management

• Maintain knowledge of GBS products, administrative processes, regulatory changes, and market trends.
• Curate and update a library of reusable proposal content and templates.
• Leverage tools like Mimeo and Microsoft Office Suite to develop formatted, client-ready deliverables, including hard-copy proposal binders.
  
  

What You'll Bring

• Bachelor’s degree in English, Communications, Marketing, Business, or a related field (or equivalent experience).
• 3+ years of experience writing proposals in insurance, healthcare, or financial services sectors.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with content management systems and online publishing tools is a plus.
• Proven ability to manage multiple deadlines and competing priorities in a fast-paced environment.
• Strong organizational, interpersonal, and project management skills.
• Excellent written and verbal communication, with attention to detail and quality.
• Ability to work cross-functionally with diverse teams and manage complex inputs.
• Experience supporting sales teams or working within an RFP response center.
• Familiarity with employee benefits, group insurance, and government/regulated market proposals.
• Strong research and analytical skills to derive strategic insights from client information and industry data.
• Demonstrated initiative in improving process efficiency and content effectiveness.
• Attention to Detail: Critical for interpreting RFPs and ensuring compliance with every requirement.
• Time Management: Balancing quality with tight deadlines.
• Adaptability: Navigating shifting priorities and client expectations.
• Team Collaboration: Working with SMEs, designers, security, IT, legal and other teams.
• Emotional Intelligence: Understanding team dynamics and client tone.
• Resilience: Managing feedback and high-pressure timelines.
• Clear and Persuasive Communication
• Interpersonal Awareness and Adaptability
• Collaboration and Stakeholder Engagement
  
  

- EM1

- REMOTE

Pay Transparency

Salary range: $65,500-$80,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID: 92078

#GBS

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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