Senior RFP Specialist

We are seeking a highly experienced Senior RFP Specialist with a strong background in insurance and sales industries; call center operations is a Plus+.

The ideal candidate will have extensive expertise in managing complex RFPs, and proposal submissions, with a proven track record of securing major accounts. This individual will play a critical role in leading cross-functional teams to develop winning proposals that drive business growth and align with company goals.

Key Responsibilities:

• Lead the full lifecycle of RFP, RFI, and grant submissions for high-value accounts in the insurance, sales, and call center sectors.
• Review and analyze RFPs to determine alignment with company objectives, ensuring compliance with client requirements and legal standards.
• Develop customized, compelling, and client-focused proposals that clearly articulate the company’s value proposition and differentiators.
• Collaborate with internal teams (Sales, Operations, Legal, Finance, and Call Center Management) to gather necessary information, ensuring a unified approach to proposal development.
• Use your deep industry knowledge to tailor responses that address client pain points and offer innovative solutions.
• Maintain and expand a comprehensive content library for proposals, including case studies, technical responses, pricing models, and service descriptions.
• Oversee grant writing processes, ensuring alignment with organizational priorities and compliance with funding criteria.
• Serve as the primary point of contact for client inquiries related to proposals, clarifying any questions to enhance proposal accuracy.
• Coordinate proposal review meetings, ensuring senior leadership input and approval before final submission.
• Track and analyze the success rates of submitted proposals, gathering insights for continuous improvement.
• Ensure consistency in branding, formatting, and messaging in all submissions, maintaining a high level of professionalism.
• Build and maintain strong relationships with potential clients, leveraging these connections to secure new business.
• Identify opportunities for process improvements in the RFP and proposal management workflow.

Qualifications:

• Bachelor’s degree in Business, Communications, Marketing, or a related field.
• 5-7 years of experience in RFP and proposal management, with a focus on the insurance, sales, and call center industries.
• Proven success in winning large-scale contracts and accounts through effective RFP responses and proposals.
• Extensive experience in grant writing and navigating complex funding requirements.
• Strong knowledge of call center operations and the specific needs of insurance and sales organizations.
• Ability to work effectively under tight deadlines and manage multiple high-priority projects simultaneously.
• Excellent written and verbal communication skills, with an eye for detail and clarity in messaging.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint) and proposal management software/tools (e.g., RFPIO, Loopio).
• Strong organizational and project management skills, with the ability to lead cross-functional teams to success.

Preferred Skills:

• In-depth knowledge of insurance products, sales strategies, and call center metrics.
• Experience with CRM software (e.g., Salesforce) and familiarity with proposal automation tools.
• Strong analytical skills to interpret RFP requirements and develop effective responses.
• Experience in contract negotiation and management.
• Grant Writing
• Ability to create visually appealing, well-organized proposals using graphic design tools.