Proposal Writer, Business Case Development

corebridgefinancial; Houston (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Employee Assistance Program

Volunteer time off

Job summary

Corebridge Financial is seeking a Proposal Writer to join our Business Case Development team. You will prepare Proposals, Executive Summaries, and other materials for clients and stakeholders, ensuring timely, accurate responses to RFPs, RFIs, RFQs, and ITNs.

As an influencer, you will collaborate with product, sales, and compliance teams to develop compelling submissions and maintain a library of completed proposals for follow-up and demonstrations. Hybrid work arrangement in the U.S. may apply.

Qualifications

• Bachelor's degree required.
• 1+ years' experience in project management.
• Effective time management and prioritization skills.
• Excellent written and verbal communication skills with strong grammar and business English.
• Strong attention to detail and ability to apply strategic thinking.
• Strong knowledge of Microsoft Office (Word, Excel, PowerPoint, Access).
• Experience in Financial Services, Life, Retirement, Annuities, Mutual Funds preferred.

Responsibilities

• Prepare Proposals, Executive Summaries, and other materials for clients and stakeholders.
• Respond to RFPs, RFIs, RFQs, and ITNs in a timely, accurate manner.
• Develop knowledge of Corebridge systems and mutual fund/annuity products.
• Review and self-review work before submission for accuracy and quality.
• Lead RFP strategy calls and coordinate RFP review meetings.
• Produce and submit databases, electronic and hard-copy RFPs.
• Maintain files of completed proposals for follow-up and demonstrations.

Skills

Bachelor's degree

Project management

Time management

Communication

Attention to detail

MS Office

Financial services experience

Education

Bachelor's degree

Job description

Who We Are

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who we are

Corebridge is a leading global insurance organization. Building on 100 years of experience, today Corebridge member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security.

Who You'll Work With

As a Proposal Writer of our Corebridge Business Case Development team, you will be responsible for preparing and writing Proposals, Executive Summaries, and other materials as needed for our clients and other internal/external stakeholders. You will provide timely responses to ensure that RFPs, RFIs RFQs, and standard proposals are answered accurately with up-to-date information. As an influencer at Corebridge, people come to you as a "go-to" source for help and support because of your deep knowledge and expertise. Because of your influence, whether direct or indirect, we are able to deliver powerful outcomes for our clients.

About The Role

Responsibilities

• Support sales and retention process by preparing Proposals, Executive Summaries, and other materials as needed.
• Complete Requests for Information and Requests for Qualifications as needed.
• Develop and maintain a working knowledge of Corebridge systems, procedures and mutual fund and annuity products.
• Perform self-review of all work prior to submission to ensure compiled effectively and appropriately.
• Review RFP and lead RFP Review meeting to identify all RFP highlights (e.g. plan Demographics, product requests, contract terms, various specifications)
• Lead RFP Strategy Calls
• Write responses to ensure RFPs, RFIs, RFQs, ITNs and standard proposals are responded to and submitted accurately with up-to-date information by the deadline given.
• Production and Submittal of Databases, Electronic and Hard Copy RFPs
• Attend Debrief meetings with RFP Team to assess improvements, capture key edits and prevent work stoppages.
• Maintain files and records of completed proposals for follow up meetings and demonstrations.

Skills and Qualifications

• Bachelor's degree from a four-year college or university required.
• 1+ years' experience in project management with skills that include the ability to work in a team environment and manage multiple assignments in a high pressure, deadline driven environment required.
• Effective time management and prioritization skills are required.
• Excellent written and verbal communication skills with strong command of grammar, spelling, and proper business English.
• Strong attention to detail and ability to apply strategic and critical thinking skills.
• Strong knowledge of Microsoft Office, including Word, Excel, PowerPoint and Access.
• Experience in Financial Services, Life, Retirement, Annuities, Mutual Funds Industry preferred.

#LI-SAFG #LI-LR1 #LI-Hybrid

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually