Proposal Specialist

IntePros is excited to partner with a leading health insurance organization in the Philadelphia area to find a talented Proposal Development Specialist. This dynamic role is key to delivering RFP and RFI responses, ensuring high-quality and timely submissions that support sales goals across diverse sectors. You’ll work closely with sales teams, align proposals with strategic objectives, and tackle follow-up, ad-hoc requests, and exciting project initiatives.

Responsibilities:

• Develop detailed project plans, anticipate project timelines in light of available resources and scope of activity. Be able to report on status and progress.
• Analyze proposal criteria and all addendum documents to determine the specific needs of each customer. Properly identify scope of questions and requests
• Properly identify SMEs and use Qvidian database application to pre-populate proposal responses.
• Facilitate strategic planning meetings with the sales team and subject matter experts (SMEs) to develop a proposal strategy, resolve logistical issues, and implement plans of action to ensure the timely completion of proposal production and delivery.
• Serve as a trusted advisor/consultative partner to sales team regarding proposal strategy.
• Communicate proposal strategy to all stakeholders and serve as the focal point for collection of responses and materials from multiple sources.
• Produce drafts and final documents by strict due dates
• Analyze, evaluate, and edit original text provided by SMEs into customized responses that specifically address the goals and objectives identified by the customer / prospect. Work with SMEs to provide the most appropriate answers and escalate issues as needed.
• Monitor changes or extensions in solicitations, incorporate and respond to amendments, and ensure regulatory compliance throughout the proposal process.
• Tailor proposal responses to ensure the completed proposal is customer focused and responds to the customer needs specified in the RFP/RFI.
• Perform quality checks, ensure compliance with customer/prospect specifications, IBC Style Manual, and departmental conventions.
• Produce hard copy submission of proposals, maintain detailed records and facilitate proper record submission to database administrator

Qualifications:

• Bachelor’s degree in Communications or related field, or equivalent work experience.
• Minimum 2-4 years of prior experience in a high-pressure environment coordinating the completion of and writing complex, high-profile RFPs and RFIs or relevant experience.
• Proven effective oral and written communication skills required to discuss and convey sales strategy to a wide variety of subject matter experts, officer-level management, and external consultants.
• Effective facilitation and presentation skills with demonstrated ability to influence people and build consensus.
• Proficient in coordinating resources and implementing changes in pursuit of increased efficiency and cost savings.
• Must be able to demonstrate effective project management skills with ability to follow through on project life cycle while maintaining target deadlines.
• Must be able to develop contingency project plans.

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