SM Proposal and Marketing Specialist

Usi, Inc.; Irvine (CA); On-site; USD 65,000 - 77,000; Full time

Job summary

USI is seeking an experienced RFP and proposal specialist in Irvine, CA to assist the team leader with RFPs and manage the RFP database. The role focuses on developing creative, high-quality responses for municipal, commercial and employee benefits projects.

You will produce and coordinate graphic and technical content, work with sales and leadership to manage projects, maintain brand standards, organize marketing materials, and support other programs.

Qualifications

• Undergraduate college degree.
• Minimum 4 years related work experience.
• Creative approach to business development and communication strategies.
• Demonstrated ability to write technical or creative prose. Writing samples required.
• Communication and project management skills with a customer service focus.
• Demonstrated ability to produce/design visually appealing and compelling presentation and proposal materials. Samples required.

Responsibilities

• Assist RFP team leader in developing and producing creative, high quality, winning responses to RFPs or information requests.
• Produce graphic and technical content and coordinate with others involved.
• Work collaboratively with sales/account/leadership team members to manage projects effectively.
• Provide writing, editing, design, layout and production services for new business presentations, sales, marketing and client communication materials produced internally.
• Manage development and use of regional RFP database.
• Facilitate brand training and provide graphic and brand standards assistance/interpretation to associates producing client communication materials.
• Organize and maintain relevant marketing, brand and sales materials on company intranet working directly with USI Corporate Sales and Marketing team.
• Manage Associations and Membership benefits to determine full execution of benefits, speaking engagements, networking and tracking to ensure ROI.
• Assist with other projects and programs as necessary.

Skills

Creative writing

Graphic content production

Project management

MS Office

Education

Undergraduate degree

Tools

Content management software

Design software

Job description

Description and Requirements

General Description: This role is responsible for assisting the team leader with RFP's and manage the RFP database.

Requirements

Description and Requirements

General Description: This role is responsible for assisting the team leader with RFP's and manage the RFP database.

Responsibilities

• Assist RFP team leader in developing and producing creative, high quality, winning responses to RFPs or requests for information. This includes but is not limited to municipalities, commercial and employee benefits proposals.
• Produce graphic and technical content and coordinate with others involved.
• Work collaboratively with sales/account/leadership team members to manage project effectively.
• Provide writing, editing, design, layout and production services for new business presentations, sales, marketing and client communication materials produced internally.
• Manage development and use of regional RFP database.
• Facilitate brand training and provide graphic and brand standards assistance/interpretation to associates producing client communication materials.
• Organize and maintain relevant marketing, brand and sales materials on company intranet working directly with USI Corporate Sales and Marketing team.
• Manage Associations and Membership benefits to determine full execution of benefits, speaking engagements, networking and tracking to ensure ROI.
• Assist with other projects and programs as necessary.

Knowledge, Skills And Abilities

• Undergraduate college degree.
• Minimum 4 years related work experience.
• Creative approach to business development and communication strategies
• Demonstrated ability to write technical or creative prose. Writing samples required
• Communication and project management skills with a customer service focus
• Demonstrated ability to produce/design visually appealing and compelling presentation and proposal materials. Samples required.
• Mature judgment and work ethic; comfortable working with executive-level and sales-oriented individuals and sensitive materials/information
• Ability to work effectively during times of organizational stress, ambiguity and change. Experience with content management software a plus
• Strong understanding of MS Office applications, document design and related software capabilities required.
• If not fully proficient in design applications, candidate may complete training within 6 months depending on company support.
• Professional appearance and presentation.
• General understanding and knowledge about regional business community, investment and/or insurance industry. Previous business development or project management in marketing or professional services field a plus.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

65,000-77,000