Proposal Analyst II - American Heritage

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

Plan, organize and manage several request for proposals (RFPs) of varying complexity, priority and risk that aid the company in the acquisition of new business and retention of current clients.

PRINCIPAL ACCOUNTABILITIES / ESSENTIAL FUNCTIONS

• Lead the RFP process in a fast-paced, deadline-oriented work environment.

• Use strong leadership, organizational, issue resolution, interpersonal, and time management skills to foster collaboration between different business units in the course of:

• Responding to questions relating to our business and offered insurance products and services.

• Interacting with sales staff, marketing, legal, underwriting and other Subject Matter Experts (SME) in the creation of accurate, customer-facing material.

• Develop final presentation materials and proposal deliverables that are compliant, competitive, and compelling based on solicitation-specified requirements.

Skills and Background You’ll Need

• 4+ years of related experience (preparing proposals, RFP’s and RFI’s) preferred

• Proficiency with SharePoint, Salesforce, MS Excel and Adobe highly preferred

• Bachelor’s degree in marketing, business or related field preferred

Key Behaviors of a Successful Candidate

• Leadership:  May serve as a role model to other team members, customers and project team members to enable success in meeting team and departmental goals.

• Autonomy: May receive instruction, guidance and direction from direct manager or more senior professionals.

• Job Complexity: Works on diverse problems where analysis of complex language requires evaluation of identifiable factors. Demonstrates possible solutions using technical experience, judgment and precedents. Explains complex information to others where interpretation is required. Takes initiative to improve efficiency. May work with key stakeholders to maximize proposal success.

• Interpersonal Skills: Listens attentively, actively shares information, and works cooperatively to build and strengthen relationships. Communicates moderately complex issues clearly and concisely.

*PLEASE NOTE: The target compensation for this role begins at $30.89/hour.

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

• Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire’s transition into the sales incentive plan.

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Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.