Associate, Proposal Writer

Posted 14 Hours Ago
Be an Early Applicant
Hiring Remotely in New York, NY
In-Office or Remote
65K-90K Annually
Junior
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Powered by purpose. Driven by people. Built to evolve.
The Role
The Proposal Associate supports proposal development for client responses, assisting with content preparation, project tracking, and stakeholder coordination while ensuring quality and timely submissions.
Summary Generated by Built In
Location Designation: Fully Remote
Group Benefit Solutions deliverscomprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of beingthere when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.
Position Summary
The Proposal Associate supports the development and delivery of client proposal responses by preparing content, assisting with project tracking, and coordinating inputs from internal stakeholders. This role helps ensure the quality and timely submission of proposals by following established templates and procedures. Working under moderate supervision, the Proposal Coordinator performs assigned tasks that contribute to the success of the Group Benefit Solutions (GBS) proposal team.
Key Responsibilities
Proposal Support
- Assist in preparing responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and other client questionnaires.
- Populate proposal templates with approved and standardized content.
- Proofread and format content to ensure consistency, grammar, and brand alignment.
- Ensure proposal documents meet submission requirements and deadlines.
Project Coordination
- Track proposal timelines, deliverables, and review cycles using established project management tools.
- Coordinate with sales, product, legal, and compliance teams to gather required input for responses.
- Support proposal kick-off and review meetings by distributing materials and capturing action items.
Content Maintenance
- Help maintain the proposal content library (e.g., Qvidian) by tagging, organizing, and updating pre-approved responses.
- Follow version control and naming conventions for content files.
Process Improvement
- Suggest basic improvements to templates, content formatting, or team workflows when identified.
- Assist in documenting team processes and checklists.
Qualifications
Required
- Bachelor's degree or equivalent combination of education and experience.
- 1-2 years of experience in a business writing, marketing, or administrative support role.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Basic familiarity with proposal tools or project tracking systems (training available).
- Strong attention to detail, organizational skills, and written communication abilities.
Preferred
- Exposure to insurance, financial services, or healthcare industries.
- Familiarity with Qvidian, Smartsheet, or similar tools.
- Coursework or training in marketing communications or proposal development.
Core Competencies
- Attention to Detail: Carefully reviews work to ensure accuracy and completeness.
- Organization: Effectively manages time and tracks deliverables.
- Team Collaboration: Works well with colleagues and seeks input when needed.
- Learning Agility: Willingness to learn new tools and processes.
Pay Transparency
Salary range: $64,500-$90,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location.In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 93050
#GBS

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
Qvidian
Smartsheet

What the Team is Saying

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The Company
HQ: New York, NY
34,623 Employees
Year Founded: 1845

What We Do

At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation.

As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures.

Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services.

Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways.

With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving.

We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.

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New York Life Insurance Company Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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HQNew York, NY
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Philadelphia, PA
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White Plains, NY
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