RFP and Proposal Specialist – American Heritage

The Standard; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking an RFP and Proposal Specialist to manage the RFP process and collaborate across departments. Candidates should have 3+ years of experience and proficiency in various tools such as SharePoint and Salesforce. This full-time position offers a competitive salary based on skills and experience, alongside a comprehensive benefits package and the flexibility of remote work.

Benefits

Medical benefits

401(k) matching

Generous paid time off

Annual bonus plan

Paid parental leave

Qualifications

• 3+ years of related experience including RFPs and proposals or insurance experience.
• Strong proficiency in organizational and interpersonal skills.

Responsibilities

• Drive the RFP process in a fast-paced environment.
• Respond to questions regarding business and insurance products.
• Collaborate to create customer-facing materials.

Skills

Organizational skills

Interpersonal skills

Time management

Leadership

Autonomy

Education

High School Diploma

Tools

SharePoint

Salesforce

MS Excel

Adobe

Job description

RFP and Proposal Specialist – American Heritage

Pay Competitive

Location Remote

Employment type Full-Time

Job Description

• Drive the RFP process for assigned work in a fast-paced, deadline-oriented work environment.

• Use strong organizational, issue resolution, interpersonal, and time management skills to foster collaboration between different business units in the course of:

• Responding to questions relating to our business and offered insurance products and services.

• Interacting with sales staff, marketing, legal, underwriting and other Subject Matter Experts (SME) in the creation of accurate, customer-facing material.

• Develop final presentation materials and proposal deliverables that are compliant, competitive, and compelling based on solicitation-specified requirements.

Skills and Background You’ll Need

• 3+ years of related experience that includes 1 – 2 years of experience with RFP’s and proposals OR 1-2 years of experience with an insurance carrier

• Proficiency with SharePoint, Salesforce, MS Excel and Adobe highly preferred

• Education: High School Diploma

Key Behaviors of a Successful Candidate

• Leadership: May serve as a role model to other team members, customers and project team members to enable success in meeting team and departmental goals.

• Autonomy: May receive instruction, guidance and direction from direct manager or more senior professionals.

• Job Complexity: Works on diverse problems where analysis of complex language requires evaluation of identifiable factors. Demonstrates possible solutions using technical experience, judgment and precedents. Explains complex information to others where interpretation is required. Takes initiative to improve efficiency. May work with key stakeholders to maximize proposal success.

• Interpersonal Skills: Listens attentively, actively shares information, and works cooperatively to build and strengthen relationships. Communicates moderately complex issues clearly and concisely.

#LI-REMOTE

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

• Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire’s transition into the sales incentive plan.

Salary Range:

30.89 - 45.19

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

About the company

We help people achieve financial well-being and peace of mind.

Notice

Talentify 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, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.