Proposal Specialist
2 months ago
What You'll Do
Interact professionally and timely with our sales team via email and phone
Collaborate with the RFP, design, sales, and marketing teams
Edit and work with design teams to deliver the finalized proposal document, communicating the proposal in various ways, including PDF, Word documents, and microsites
Collaborate with subject-matter experts across all functions (IT, HR, Operations, etc.) to create new content and maintain current content to support the responses delivered and ensures that descriptions and other materials used for RFPs are up to date and accurate
Utilize the content provided from subject-matter experts to update and maintain stored data for future usage and communications
Communicate progress of the RFP to those involved, including those involved in the approval process (Regional sales leadership, sales managers, etc.)
Responsible for continuously enhancing current RFP language to strengthen RFP responses
Continuously organize and update shared RFP spreadsheet
Run weekly team meetings to review weekly/monthly RFP workload
Proofread RFPs checking for consistency, spelling, grammar and use of correct content
Differentiate use of RFP content for Property & Casualty, Employee Benefits, and Retirement services
Follow established company guidelines, vision, and financial outline for completing proposals
Establish a project plan and manage RFP timelines ensuring that proposals meet submission requirements and are properly delivered in a designated timeframe
Responsible for continuous improvement of the RFP process to best serve business partners
Follow revenue guidelines for RFPs and custom projects
Ability to problem solve quickly and efficiently should problems arise
Additional tasks and duties as needed
Support and demonstrate IMA's core values
Value and understand the importance of diversity, equity, and inclusion among all IMA associates
You Should Have
Bachelor's Degree or equivalent experience
Minimum 2 years of experience with RFPs or project management or similar functions
Experience working within a CRM as well as experience coordinating RFP responses and sales proposals is preferred
Strong computer skills, including Word, PowerPoint, and Adobe
Must be able to work and communicate professionally with a variety of internal clients, under tight deadlines and high-pressure situations
Must be able to work independently and manage multiple projects
#LI-AB1
Salary Range
$55,000
—
$70,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
2020-2023Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut TopWork Places
2021-2023 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal's Best Places to Work
2021-2023 Charlotte Business Journal's Best Places to Work
2021-2023 Los Angeles Business Journal's Best Places to Work
2021-2023 The Salt Lake City Tribune TopWork Places
2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
#J-18808-Ljbffr
We have other current jobs related to this field that you can find below
-
Proposal and Marketing Specialist
2 months ago
Pasadena, United States Charles Pankow Builders Ltd Full timeJob DescriptionJob DescriptionJOB SUMMARYThe Marketing and Communications Specialist is an energetic, highly skilled self-starter who thrives in a dynamic, fast-paced environment. This individual has a proven track record of planning and preparing communication material—verbal, visual and written. The Marketing and Communications Specialist has the ability...
-
Business Operations Specialist
1 month ago
Pasadena, United States Pathways Management Group Full timePathways Management Group is seeking a Business Operations Specialist to provide exceptional leadership, compassion and diligence to the President. Compensation: $30-$36/hrThe Business Operations Specialist at Pathways Management Group plays a pivotal role incollaborating with management, faculty, and staff to implement strategic initiatives....
-
Business Operations Specialist
2 months ago
Pasadena, United States Pathways Management Group Full timePathways Management Group is seeking a Business Operations Specialist to provide exceptional leadership, compassion and diligence to the President. Compensation: $30-$36/hrThe Business Operations Specialist at Pathways Management Group plays a pivotal role incollaborating with management, faculty, and staff to implement strategic initiatives....
-
Business Operations Specialist
2 months ago
Pasadena, United States Pathways Management Group Full timePathways Management Group is seeking a Business Operations Specialist to provide exceptional leadership, compassion and diligence to the President. Compensation: $30-$36/hr The Business Operations Specialist at Pathways Management Group plays a pivotal role in collaborating with management, faculty, and staff to implement strategic initiatives....
-
Private Client Placement Specialist
2 weeks ago
Pasadena, United States EPIC Brokers Full timePosition Overview: The Private Client Placement Specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client. This role will be primarily focused on the marketing of high net worth and ultra-high net worth opportunities including new placements as well as renewal activities. Critical Job...
-
Applications Specialist
3 weeks ago
Pasadena, United States ACCO Engineered Systems Full timeGeneral Job Description: Reporting to the Operations Manager, the Applications Specialist is responsible for the successful execution of technical enhancements and/or environment creations based upon specifications provided. The Application Specialist should have skills in business application configuration and integration. These skills will be utilized to...
-
Private Client Placement Specialist
3 weeks ago
Pasadena, United States EPIC Insurance Brokers & Consultants Full timeLocation: Role is remote, will be working with Account Teams in Pasadena and San Ramon, CA offices.Prefer candidate to live inear one of these offices for meetings etc. Position Overview: The Private Client Placement Specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client....
-
Private Client Placement Specialist
2 weeks ago
Pasadena, United States EPIC Brokers Full timeLocation: Role is remote, will be working with Account Teams in Pasadena and San Ramon, CA offices.Prefer candidate to live inear one of these offices for meetings etc. Position Overview: The Private Client Placement Specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client. This...
-
Customer Retention and Operations Specialist
2 days ago
Pasadena, United States ELVTR Full time```html Position Overview ELVTR is a premier online education platform specializing in live courses led by top executives from globally renowned companies. Our unique approach sets us apart in the online education landscape, offering unparalleled value to our students. As we continue expanding, we seek a detail-oriented and proactive Customer Retention and...
-
Associate Video, Multimedia, and Event Specialist
2 months ago
Pasadena, United States Caltech Full timeCaltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions. We thrive on finding and cultivating talented people who are passionate about what they do. Join us and be a part of the diverse Caltech community. Job Summary Caltech...
-
Supply Chain Specialist
2 weeks ago
Pasadena, United States Advanced Technology Services Full timeJob DescriptionJob DescriptionFounded in 1985, ATS is a company with a presence in the United States, Mexico and the United Kingdom. We are professionals in Industrial Maintenance and we make factories run better.Fundada en 1985, ATS es una empresa con presencia en los Estados Unidos, México y el Reino Unido. Somos profesionales en mantenimiento industrial...
-
Process Analyzers Engineer
7 hours ago
Pasadena, United States CONTECH CONTROL SERVICES Full timeAnalyzer EngineerPosition Overview:Engineer & design analytical equipment systems for the petrochemical/refining industries. The engineer supports the systems integration business group by providing proper analytical solutions that meet the clients requirements. The engineer will provide support to project management, analyzer specialist, procurement, and...
-
Process Analyzers Engineer
2 weeks ago
Pasadena, United States CONTECH CONTROL SERVICES Full timeAnalyzer EngineerPosition Overview:Engineer & design analytical equipment systems for the petrochemical/refining industries. The engineer supports the systems integration business group by providing proper analytical solutions that meet the clients requirements. The engineer will provide support to project management, analyzer specialist, procurement, and...
-
Process Analyzers Engineer
2 weeks ago
Pasadena, United States CONTECH CONTROL SERVICES Full timeAnalyzer EngineerPosition Overview:Engineer & design analytical equipment systems for the petrochemical/refining industries. The engineer supports the systems integration business group by providing proper analytical solutions that meet the clients requirements. The engineer will provide support to project management, analyzer specialist, procurement, and...
-
Senior Archeologist
2 months ago
Pasadena, United States Sapphos Environmental, Inc. Full timeJOB SUMMARY: Sapphos Environmental, Inc. is an environmental planning and resource management company located in Pasadena. We are currently recruiting a Senior Archeologist I to join our cultural resources team. The Senior Archeologist is a core member of the team responsible for successfully executing all aspects of project implementation. Under the...
-
Senior Archeologist
2 months ago
Pasadena, United States Sapphos Environmental, Inc. Full timeJOB SUMMARY: Sapphos Environmental, Inc. is an environmental planning and resource management company located in Pasadena. We are currently recruiting a Senior Archeologist I to join our cultural resources team. The Senior Archeologist is a core member of the team responsible for successfully executing all aspects of project implementation. Under the...
-
I & E Engineer
2 months ago
Pasadena, United States Kaneka Americas Holding Full timeThe I&E Engineer will have the accountabilities as outlined below for all instrumentation and electrical facilities of Kaneka North America (KNA), including all analyzers, and the hardware of the Distributed Control System and the Programmable Logic Controllers (collectively "I&E components and systems"): Accountability 1: Develop knowledge base and...
-
Application Engineer
7 hours ago
Pasadena, United States Flowserve Full timeFlowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Join a company whose people are committed to building a more sustainable future to make the world better for everyone. With 16,000+ employees in 50+ countries, we combine our global reach with local presence. Our team challenges themselves to...
-
Application Engineer
2 months ago
Pasadena, California, United States Flowserve Corporation Full timeFlowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Join a company whose people are committed to building a more sustainable future to make the world better for everyone. With 16,000+ employees in 50+ countries, we combine our global reach with local presence. Our team challenges themselves to...
-
Application Engineer
2 months ago
Pasadena, United States Flowserve Corporation Full timeFlowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Join a company whose people are committed to building a more sustainable future to make the world better for everyone. With 16,000+ employees in 50+ countries, we combine our global reach with local presence. Our team challenges themselves to...