RFP Manager

Description:

Lockton is currently seeking a self-motivated Proposal Writer, familiar with constructing RFP answers, project management, marketing and writing for corporate audiences.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

High Level

* Responsible for the creation and editing of proposals (not sales decks or final presentations; this role partners closely with the Lockton Founders Series Creative Services Team, who own document design and presentation).

* Initiate writing and coordinate activities associated with the Request for Proposal (RFP) process, ensuring high-quality service and alignment with Lockton's Branding Guidelines.

* Create and maintain a library of up-to-date RFP information and resources in Loopio, including answer creation and research, by working with SMEs, monitoring Workplace/Knowledge Center, and collaborating with team Associates.

* Participate in resolving issues related to the RFP process, ensuring follow-through to resolution. Including provide feedback and recommendations to the COO and Marketing Director to help establish a best-in-class user experience strategy.

* Demonstrate effective communication with cross-functional partners and executives; assist with training for RFP users.

Specific

* Load RFPs into Loopio and manage RFP projects.

* Support the integration of Loopio (newly rolled out in Jan 2025) and other Lockton resources where appropriate.

* Create project-specific timelines.

* Assist with and conduct designated kick-off calls to initiate new projects.

* Utilize Loopio "Magic" to generate draft responses.

* Provide strategic support for RFP Finalist presentation templates, processes, and guidance to Producers and Associates.

* Collaborate with the design team to support the design process efficiently.

* Identify and enhance critical service workflows that can be streamlined or improved; recommend appropriate improvements.