Proposal and Marketing Specialist | Employee Benefits in Kansas City at CBIZ

Date Posted: 1/13/2023

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.    

CBIZ has been honored to be the recipient of several national recognitions:  

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation 
  • 2022 Top Workplaces USA  
  • 2021 America's Best Mid-Size Employers 
  • 2021 Best and Brightest Companies in Wellness 
  • 2022 Great Place to Work Certification 

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Job Purpose/Objective

  • Staff in this function are responsible for the development of strategic, client-centric responses to proposals, bids, quotations, or other documents describing employee benefit products and services in response to requests from prospective and current clients.
  • Working under general direction provides insights and guidance to business units when responding to requires for proposals.

Essential Functions and Primary Duties

  • Review and interpret requests for proposals; conduct additional prospect research to aid in the proposal process.
  • Create standard proposal content, language, and format.
  • Write, edit and format proposals, presentations, and other documents to be client-centric and tailored to the client’s guidelines.
  • Advise local offices on standard processes to be followed in determining whether to propose on opportunities.
  • Assist local offices by sharing best practices and consulting on the process.
  • Facilitate a retrospective assessment on proposals, and refine future proposal strategies, process, templates and training through interviews and team debriefs

• Additional responsibilities as assigned.

Minimum Qualifications Required

  • Bachelor's degree
  • Proposal writing experience including experience in the insurance or related industry
  • 3 to 5 years of related insurance industry experience including proposal writing
  • Experience with CRMs, Adobe Acrobat, DocuSign, and the ability to quickly learn new platforms
  • Organized, detail-oriented, thorough, and accurate with a strong sense of urgency and ability to prioritize in a fast-paced environment
  • Experience using RFP management and content inventory tool 
  • Excellent communication skills, both written and oral
  • Advanced customer service skills
  • Ability to work as part of a team, meet deadlines and take instruction from multiple sources
  • Proactive decision-maker with the ability to see the big picture


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.