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Proposal Writer & RFP Specialist

Overview:

The role of Proposal Writer & RFP Specialist includes management of all phases of proposal/RFP fulfillment for OneShield’s core policy administration solutions for property and casualty insurers. Reporting directly to OneShield’s Chief Revenue Officer, this individual will help identify opportunities, manage all aspects of proposal preparation, revise, submit, and coordinate inputs from the technical team, SMEs, marketing, sales, management, and finance departments. Specifically, they will ensure that responses to all proposals are best-in-class, accurately present our unique product capabilities, and are consistent with our messaging, positioning, and brand guidelines.

Role & Responsibilities:

  • Lead the end-to-end proposal completion process including coordination of pre-planning meetings, assigning and manage timelines/workflow, conducting research and aggregating information from multiple sources, and managing internal reviews/approvals.
  • Gain a comprehensive understanding of OneShield’s overarching brand/market positioning, product portfolio (OneShield Enterprise & OneShield Market Solutions), and technology offering.
  • Understand the business and technical drivers of property and casualty insurers.
  • Collaborate with OneShield’s subject matter experts (SMEs) and other departments to ensure accuracy, compliance, and consistency across all proposals.
  • Develop and implement a comprehensive proposal management process that includes win strategies, customer requirement analysis, functionality completion matrix to commonly sought functionality, and competitor assessments.
  • Source and manage an automated proposal tool for optimizing and scaling our proposal response capacity, including, but not limited to, automating pre-fill and providing a repository of completed proposals and approved questions with version control.
  • Develop and manage a library of assets, and ensure content is up-to-date based on OneShield’s product/organizational updates and advancements.

Required Skills & Experience:

  • Excellent written and verbal communication skills, certified proposal training preferred.
  • Experience with technical enterprise-class B2B software (insurance software experience an asset).
  • Proficient working within MicroSoft Office suite, and RFP platforms/tools.
  • Stellar project and time management skills.
  • Team oriented, with the ability to work with cross-functional departments, and foster a culture of collaboration.
  • A self starter, with a keen eye for detail.
  • Bachelor’s degree in Marketing, Communications, Journalism; or equivalent experience in technical writing, software-based RFPs.

Apply For: Proposal Writer & RFP Specialist

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