Proposal Specialist

Posted 2 Days Ago
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Phoenix, AZ
In-Office
Mid level
Financial Services
The Role
The Proposal Specialist drafts and coordinates proposals, collaborates with teams, manages deadlines, and improves proposal processes for business opportunities.
Summary Generated by Built In
Job Summary

We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards.

We are seeking a talented proposal specialist to join our corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance. In this role, you will be responsible for driving new business growth by crafting compelling, tailored responses to Request for Proposals (RFPs).

The proposal specialist will play a vital role on our team, aiding proposal development and coordination, as well as sales presentation design and project management.

If you are an organized team player who enjoys crafting compelling content aimed at securing new business opportunities, this is the job for you!

We believe in supporting our team’s growth and development. When you work at MJ, you can expect competitive benefits, competitive compensation, and a culture of like-minded, hard-working people. If you are a talented, inventive marketer with creative savvy and a passion for success, we want you to be a part of our team.

Key Responsibilities:
  • Collaborate with internal teams and subject matter experts (SMEs) to develop high-quality, persuasive content that aligns with MJ’s brand, voice, and strategy.
  • Analyze incoming RFP requests to understand requirements, ensure it meets scorecard criteria, coordinate input sessions with consulting team, and contribute to proposal strategy discussions.
  • Draft, review, and edit proposal responses, executive summaries, and supporting materials, ensuring content is client-focused, persuasive, and aligned with brand standards.
  • Responsible for managing multiple proposals simultaneously, ensuring that each submission is clear, accurate, and strategically positioned to win.
  • Leverage and maintain the proposal content library, ensuring high-quality, reusable content is current, relevant, and accurate.
  • Manage proposal timelines, tasks, deliverables, ensuring on time delivery of all submissions, while balancing concurrent deadlines.
  • Conduct thorough reviews for accuracy, compliance, and clarity, with special attention to detail incorporating feedback from internal stakeholders, where appropriate.
  • Support continuous improvement of proposal processes, tools, and templates to enhance team efficiency and quality of responses.
  • Assist in tracking proposal success rates, feedback, and post-submission insights to refine future responses.
Technical Functions:
  • Familiarity with proposal software (e.g. Loopio, RFPIO, or equivalent) for content management and workflow automation.
  • Proficiency in MS Office Suite; experience with Adobe InDesign preferred.
Required Experience:
  • Exceptional written and verbal communication skills
  • Capacity to manage and balance multiple projects concurrently, demonstrating proficiency in prioritization and adherence to deadlines.
  • Ability to effectively prioritize tasks and employ critical thinking in problem solving.
  • Strong analytical and project management skills, with a keen attention to detail.
  • Exceptional attention to detail.
  • Demonstrate self-motivation and excellent time management discipline with minimal direction.
  • Ability to meet deadlines in a fast-paced, quickly changing environment.
  • Exceptional interpersonal skills to effectively work with all levels within the organization.
 Education/Experience:
  • Bachelor’s degree in marketing, communications, business or related discipline or equivalent education preferred.
  • 3-5 years of relevant experience in project coordination, writing, or similar functions required.

Top Skills

Adobe Indesign
Loopio
Ms Office Suite
Rfpio
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The Company
HQ: Carmel, IN
0 Employees
Year Founded: 1964

What We Do

The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person it serves: associates and their families, business partners, clients, and the community.

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