Proposal Specialist in Cleveland, OH at CBIZ

Date Posted: 9/27/2021

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).

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 Function and Primary Duties:

  • Collaborates closely with proposal team members during initial evaluation phase of proposal opportunities
  • Gathers prospect insights and communicates with engagement team members and proposal team regarding opportunity specifics
  • Serves as a project manager to ensure deadlines are met and process runs smoothly
  • Communicates with all parties to provide routine updates toward project completion
  • Follows existing RFP proposal process to complete proposal
  • Creates new proposal framework through multiple channels for purposes of books & records, tracking and compliance review
  • Reviews proposal opportunity in its entirety and provides a summary/checklist for the proposal team to include actionable items for legal, insurance, IT, compliance, HR, marketing and other subject matter experts (SMEs)
  • Coordinates completion of summary/checklist and communicates with proposal team
  • Creates timeline for proposal completion and schedules engagement team “kickoff call” to begin proposal process, assign duties, discuss fulfillment 
  • Coordinates initial “kickoff call” with engagement team
  • Submits draft of the proposal to engagement team and coordinates revisions accordingly
  • Maintains voice and tone consistent with organizational standards
  • Adheres to organizational graphic and branding standards, utilizing existing templates

Project Coordination and Fulfillment:

  • Collects and aggregates edits to provide a clean revision that incorporates proposal best practices
  • Coordinates proposal draft review with compliance, including the provision of supporting documentation for books and records purposes
  • Promotes best of breed content and new assets to be incorporated into the proposal document library
  • Coordinates with marketing and other teams to collect, document, save information to shared repositories on the corporate network

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.