Senior Associate, Proposal Project Manager
New York Life Insurance Co.
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Résumé du poste
New York Life Insurance Co. seeks a driven Proposal Project Manager to lead end-to-end proposal pursuits (RFPs, RFIs, DDQs) for Group Benefit Solutions.
You will coordinate cross-functional teams, translate complex requirements into actionable plans, and ensure timely, high-quality submissions that meet regulatory and client needs. This role emphasizes governance, risk management, and continuous improvement, with autonomy to shape execution strategies, engage writers and stakeholders, and
Qualifications
- 5+ years of progressive experience in proposal management and related fields.
- Experience leading RFPs, RFIs, DDQs, security questionnaires, and other client-facing deliverables.
- Experience in Group Benefits, insurance, healthcare, financial services or regulated environments.
- Ability to independently lead multiple complex projects involving cross-functional stakeholders.
- Excellent written and verbal communication and stakeholder management.
Responsabilités
- Lead assigned proposal pursuits from intake through final submission, serving as the project-management lead and primary coordinator of execution activities.
- Analyze solicitation materials to identify requirements, deliverables, timelines, risks, dependencies, resource needs, and review requirements.
- Assess pursuit complexity and develop an appropriate project-management approach, governance model, operating cadence, and communication strategy.
- Translate proposal requirements into comprehensive project plans that define deliverables, milestones, ownership, dependencies, reviews, approvals, and deadlines.
- Engage Proposal Writers, subject matter experts, and business stakeholders to establish alignment on strategy, priorities, roles, and execution expectations.
- Leverage proposal-management technology, workflow tools, automation, and AI-enabled capabilities to support efficient planning and execution.
Connaissances
Formation
Outils
Description du poste
Location Designation: Fully Remote
Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-size 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 customers’ 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.
The Proposal Project Manager leads the end-to-end planning, coordination, and project execution of complex Requests for Proposal (RFPs), Requests for Information (RFIs), due diligence questionnaires (DDQs), security questionnaires, and related proposal initiatives supporting Group Benefits opportunities.
Serving as the project-management lead for assigned pursuits, this role establishes and drives the proposal execution strategy, mobilizes cross-functional resources, manages critical-path activities and dependencies, mitigates risks, and ensures the timely delivery of accurate, compliant, and high-quality submissions.
The Proposal Project Manager operates with a high degree of autonomy and judgment, partnering closely with Proposal Writers and business stakeholders to translate proposal requirements into actionable project plans, facilitate decision-making, and maintain alignment throughout the proposal lifecycle.
- Lead assigned proposal pursuits from intake through final submission, serving as the project-management lead and primary coordinator of execution activities.
- Analyze solicitation materials to identify requirements, deliverables, timelines, risks, dependencies, resource needs, and review requirements.
- Assess pursuit complexity and develop an appropriate project-management approach, governance model, operating cadence, and communication strategy.
- Translate proposal requirements into comprehensive project plans that define deliverables, milestones, ownership, dependencies, reviews, approvals, and deadlines.
- Engage Proposal Writers, subject matter experts, and business stakeholders to establish alignment on strategy, priorities, roles, and execution expectations.
- Leverage proposal-management technology, workflow tools, automation, and AI-enabled capabilities to support efficient planning and execution.
- Manage proposal project plans throughout the lifecycle, ensuring visibility into deliverables, milestones, dependencies, risks, resource needs, and deadlines.
- Lead kickoff meetings, working sessions, and project reviews to drive alignment, decision-making, and execution.
- Coordinate resources across Sales, Underwriting, Product, Legal, Compliance, Technology, Operations, and other business functions.
- Establish clear ownership and expectations for deliverables while facilitating collaboration across stakeholders.
- Monitor progress, address barriers, prioritize competing demands, and adjust plans as business needs evolve.
- Provide timely, concise communication regarding project status, risks, decisions, and required actions.
- Influence stakeholders without direct authority to secure commitments, resolve obstacles, and maintain project momentum.
- Anticipate and manage risks, competing priorities, resource constraints, and execution challenges that may impact quality or deadlines.
- Develop mitigation strategies and recovery plans when projects encounter delays or changing requirements.
- Escalate issues when leadership involvement or business decisions are required, presenting impacts, recommendations, and options.
- Foster strong cross-functional partnerships that support efficient collaboration and timely decision-making.
- Partner closely with Proposal Writers to support the successful development and delivery of proposal content.
- Provide project structure, scheduling, governance, stakeholder coordination, and workflow management that enable effective content development.
- Coordinate collection of information, supporting materials, data, and subject matter expertise required for proposal responses.
- Manage review and approval cycles and facilitate timely resolution of feedback, questions, and outstanding items.
- Maintain ownership of execution processes, allowing Proposal Writers to focus on messaging, positioning, strategy, and content quality.
- Oversee review, approval, and submission processes to ensure all requirements are satisfied and deliverables are completed on time.
- Monitor proposal readiness and identify outstanding risks, gaps, decisions, or dependencies requiring resolution.
- Maintain accurate project records, documentation, approvals, and submission materials in accordance with established standards.
- Ensure adherence to proposal-management processes, governance requirements, quality standards, and documentation practices.
- Coordinate final readiness reviews and submission activities to ensure complete, compliant, and timely delivery.
- Identify opportunities to improve proposal-management processes, governance, collaboration, scalability, and execution efficiency.
- Contribute to the development and enhancement of project-management methodologies, templates, workflows, tools, and best practices.
- Capture lessons learned and apply insights to strengthen future proposal execution.
- Promote effective use of technology, automation, and AI-enabled capabilities to improve visibility, productivity, and consistency.
- Share expertise and support continuous improvement initiatives across the broader RFP organization.
- Bachelor's degree or equivalent experience.
- 5+ years of progressive experience in proposal management, RFP project management, project management, business operations, sales enablement, or a related field, including demonstrated success independently leading complex, deadline-driven initiatives.
- Demonstrated experience managing RFPs, RFIs, DDQs, security questionnaires, proposals, and other complex client-facing deliverables within Group Benefits, insurance, healthcare, financial services, or another highly regulated environment.
- Knowledge of formal proposal-development methodologies, proposal governance practices, and review processes, with experience leading complex and strategically significant proposal initiatives involving senior stakeholders.
- Demonstrated ability to independently lead multiple complex projects involving cross-functional stakeholders, competing priorities, interdependencies, and demanding deadlines, including development and management of integrated project plans, milestones, critical paths, dependencies, deliverables, review cycles, risks, and escalation plans.
- Proven ability to anticipate project risks, develop mitigation strategies, resolve issues, maintain project momentum, and drive projects to successful completion.
- Strong stakeholder-management and facilitation skills, including the ability to establish accountability, influence without direct authority, lead complex meetings and working sessions, and drive alignment, decisions, ownership, and results across organizational boundaries.
- Strong business judgment and decision-making skills, with the ability to effectively prioritize competing demands and navigate ambiguity, changing requirements, and evolving business priorities.
- Excellent written and verbal communication skills, including the ability to clearly communicate project status, risks, decisions, and required actions to stakeholders at all levels of the organization. Strong organizational skills and attention to detail, balanced with the ability to maintain a strategic view of project objectives, risks, dependencies, and business outcomes.
- Demonstrated adaptability, professionalism, and composure in a fast-paced, deadline-driven environment.
- Experience with proposal-management platforms, project-management tools, workflow and collaboration technologies, document-management systems, and proficiency with Microsoft Office applications.
- Experience supporting Group Benefits or employee benefits proposals and working with brokers, consultants, Sales, Underwriting, Product, Legal, Compliance, Technology, and other business partners.
- Experience applying AI, automation, or emerging technologies to proposal-management or business-process workflows.
- Knowledge of project-management methodologies, tools, controls, and best practices.
- Experience contributing to process improvement, operational transformation, or implementation of standardized ways of working.
- Project Leadership and Execution
- Strategic Planning and Prioritization
- Business Acumen and Judgment
- Stakeholder Management and Influence
- Cross-Functional Leadership
- Influence Without Authority
- Risk, Issue and Dependency Management
- Decision Facilitation and Problem Solving
- Proposal Governance and Deliverable Management
- Communication and Executive-Level Visibility
- Accountability and Follow-Through
- Adaptability and Resilience
- Operational Excellence and Process Improvement
- Technology and AI Enablement
- Attention to Detail
Salary Range: $75,000-$85,000
Overtime eligible: Exempt
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.
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
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.
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
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