RFP Proposal Manager

Lockton Companies; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Job summary

Lockton Companies in Atlanta, GA is seeking a Proposal Manager to independently support creating Lockton RFP responses and finalist presentations. You will collaborate with project owners, RFP Director, and SMEs to deliver high-quality materials and timelines.

You will load RFPs into Loopio, coordinate with design and technology teams, and help train and guide other team members to improve efficiency and client outcomes.

Qualifications

• Knowledge of insurance industry with 3+ years experience in benefits or property/casualty.
• Experience with proposal management and win strategies.
• Excellent written and verbal communication for RFPs and presentations.
• Ability to manage timelines and coordinate cross-functional teams.
• APMP certification preferred and encouraged.

Responsibilities

• Collaborate with project owners and RFP team to create deliverables and improve win rate.
• Load RFPs into Loopio and manage assigned projects.
• Create project timelines.
• Assist with and conduct designated kick-off calls to initiate new projects.
• Provide feedback to RFP Director to improve UX strategy.
• Communicate effectively to cross-functional partners and executives; assist with training.
• Work with Technology Platform Manager to support content upload and design.
• Collaborate with design team for efficient collaboration and support of design process.
• Create and maintain content for RFPs and finalist presentations in Loopio and other tools.
• Support the integration of Loopio and other Lockton resources.
• Assist with meeting team objectives to identify and enhance service workflows.
• Other job duties as required
• For Team Lead, manage and provide training and feedback to other Proposal Managers to enhance efficiency.
• Identify critical service workflows that can be streamlined and/or improved.

Skills

Communications skills

Meeting facilitation

Content writing for RFPs

Proofreading

Education

APMP certification

Tools

Loopio

Workfront

Job description

Atlanta, Georgia, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

• Work independently with Project Owners, RFP Director, and other RFP Unit Associates to create professional RFP deliverables and enhance the win rate of assigned projects
• Load RFP’s into Loopio and manage assigned RFP projects
• Create project-specific timelines
• Assist with and conduct designated kick-off calls to initiate new projects
• Provide feedback and recommendations to RFP Director and team to establish best-in-class user experience strategy
• Demonstrate the ability to communicate both effectively to cross-functional partners and executives.Assist with training for RFP users
• Work with Technology Platform Manager to support creative content upload, review cycles, timelines, and design
• Work with design team for efficient collaboration and appropriate support of design process
• Create and maintain content for RFPs, finalist presentations, and other deliverable for access in Loopio and other designated internal tools by working with SMEs, monitoring Workplace, and collaborating with other team Associates
• Support the integration of Loopio and other Lockton resources where appropriate

• Assist with meeting overall team objectives to identify and enhance service workflows that can be streamlined and/or improve.
• Other job duties as required

• For Team Lead, manage and provide training and feedback to other Proposal Managers, and RFP Team members to enhance efficiency and professionalism of Unit and provide consistency across projects.

• Identify critical service workflows that can be streamlined and/or improved.

Qualifications

• Knowledge of insurance industry (benefits and/or property/casualty) required – generally obtained with at least 3 years experience (additional expertise for Team Lead role)
• Emphasis on either employee benefits or property and casualty lines of business
• Knowledge of successful win strategies and proposal management protocols
• Experience working with Lockton or similar employer strongly preferred
• Outstanding communications skills:
  • Facilitating and leading meetings and training in person and virtually
  • Writing professional, accurate, and grammatically correct content for RFPs and presentations
  • Proofreading
  • Collaborating and consulting with team members and other Associates to enhance favorable outcomes for each project
  • Maintaining tight timelines and effectively encouraging adherence with others
• APMP certification preferred and encouraged

Within 3 months, you will:

• Develop a working knowledge of existing technology platforms, how they integrate, and how best to support their use for efficient RFP and finalist presentation strategies
• Develop clear understanding and familiarity with Lockton’s resources and client deliverables in order to effectively communicate them externally
• Maintain and enhance efficient workflows for RFP responses
• Be able to perform basic activities in Loopio including uploading RFP questions, doing preliminary “Magic”, exporting to Workfront
• Be able to edit and manage projects effectively in Workfront
• Provide overview training on the Pilot and ongoing RFP service levels.

Within 12 months, you will:

• Perform at full capacity to independently support creating of Lockton RFP responses and finalist presentations.

AI Proficiency Required: Intermediate:

candidates should be able to:

• Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
• Validate AI-generated outputs for accuracy and appropriateness.
• Apply sound judgment regarding data privacy, security, and regulatory requirements.
• Identify opportunities to improve team effectiveness through responsible use of AI.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.