Proposal Manager

Proposal Manager

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Would you like to take ownership in a dynamic, high‑growth business that truly walks the talk?

Oswald Companies seeks goal‑driven professionals ready to take their career to the next level.

The primary role of the Proposal Manager is to lead the firm’s sales and service teams in coordinating and producing professionally written, formatted and branded new business proposals. Responsibilities include managing the proposal process for Unison Risk Advisors (URA), producing proposal management plans, seeking opportunities to enhance our proposal approach, monitoring proposal trends and data, and devising strategies to identify and secure opportunities, ensuring timeliness and accuracy.

This role requires a highly motivated candidate that can implement clear project management skills to keep cross‑functional teams on task, as well as have great attention to detail, to ensure all requirements and deadlines are met.

• Lead and mentor a team of proposal professionals setting standards and ensuring team performance.
• Oversee the creation, editing, and submission of proposals, ensuring compliance with all RFP requirements and company policies.
• Evaluate submitted proposals, gather client feedback, and use lessons learned to improve future efforts.
• Manage the entire Requests for Proposals (RFP) response effort on behalf of URA and its platform companies by maintaining active project plans and timelines to ensure assigned projects are delivered on time.
• Maintain a robust library of RFP responses and appendix items by proactively reviewing proposal content for updates.
• Create the best structure for a URA RFP team including team structure and responsibilities, as well as structure of the library.
• Serve as the firm’s RFP response platform administrator – including maintaining active user licenses and roles across the firm and conducting training for employees as needed.
• Stay up-to-date on the capabilities and differences of all URA products and services to ensure the accuracy of proposal responses.
• Review all RFPs to determine requirements and communicate novel or unusual requests with the project team.
• Monitor and track RFP results consistently across URA to manage volume and interpret activity to identify trends for improvement in RFP success rate, response process and deliverables.
• Organize the preparation and production of customized RFP responses to meet the varied requirements outlined in each initial request. This function includes formatting electronic files in Microsoft Word and Adobe Acrobat.
• Proofread deliverables to ensure proper spelling, punctuation and grammar. Working beyond basic proofreading, ensure the content is logical and meets its intended objective and that questions are answered in a clear and logical approach.
• Actively monitor multiple procurement websites to identify RFP opportunities.
• Collaborate with the relevant expert teams to develop and execute a process to determine appropriate RFPs to respond to.
• Lead the coordination of RFP follow‑up activities including finalist sales presentations, meetings, etc.
• Communicate directly with executive leaders, business and practice leaders and other personnel regarding procedures, policies, and overall fulfillment expectations for RFPs to ensure alignment.
• Serve as business consultant across the business on further proposal optimization opportunities across different proposal types, including finalist presentations, renewal proposals and other various media.
• All other job duties as assigned.

• Bachelor’s Degree in Business, Communications or other related field.
• Minimum of 5 years’ experience working on proposals and proven experience managing people and the proposal process.
• Preference for RFP and proposal experience in the risk management and insurance brokerage sector.

• Ability to interpret technical information to identify project requirements, and conceptualize appropriate supporting graphs, images or text copy.
• Exhibit strong project and time management skills; possess the ability to work under pressure and meet deadlines and…