What are the responsibilities and job description for the Proposal Specialist position at CBIZ?
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Job Purpose/Objective
- Staff in this function are responsible for the development of strategic, client-centric responses to proposals, bids, quotations, or other documents describing employee benefit products and services in response to requests from prospective and current clients.
- Working under general direction provides insights and guidance to business units when responding to requires for proposals.
Essential Functions and Primary Duties
- Review and interpret requests for proposals; conduct additional prospect research to aid in the proposal process.
- Create standard proposal content, language, and format.
- Write, edit and format proposals, presentations, and other documents to be client-centric and tailored to the client’s guidelines.
- Advise local offices on standard processes to be followed in determining whether to propose on opportunities.
- Assist local offices by sharing best practices and consulting on the process.
- Facilitate a retrospective assessment on proposals, and refine future proposal strategies, process, templates and training through interviews and team debriefs
- Additional responsibilities as assigned.
Minimum Qualifications Required
- Bachelor's degree
- Proposal writing experience including experience in the insurance or related industry
- 3 to 5 years of related insurance industry experience including proposal writing
- Experience with CRMs, Adobe Acrobat, DocuSign, and the ability to quickly learn new platforms
- Organized, detail-oriented, thorough, and accurate with a strong sense of urgency and ability to prioritize in a fast-paced environment
- Excellent communication skills, both written and oral
- Advanced customer service skills
- Ability to work as part of a team, meet deadlines and take instruction from multiple sources
- Proactive decision-maker with the ability to see the big picture
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CBIZ.Jobs Category: Operations Support Services
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