CAREERS AT CBIZ

Proposal Writing Specialist in Kansas City, MO at CBIZ

Date Posted: 6/12/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

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).



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.
  • Monitor claims activities and results.
  • 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.
  • Additional responsibilities as assigned.



Preferred Qualifications: 

  • Bachelor's Degree in English, Journalism, Literature, Communications
  • Strong writing content experience, proofreading, editing, and copy editor
  • Experience in One Drive and PowerPoint



Minimum Qualifications Required

  • Bachelor's Degree
  • 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
  • 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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