Proposal & Marketing Specialist

Description and Requirements

General Description: This role is responsible for assisting the team leader with RFP's and manage the RFP database.

Responsibilities:

• Assist RFP team leader in developing and producing creative, high quality, winning responses to RFPs or requests for information. This includes but is not limited to municipalities, commercial and employee benefits proposals.

• Produce graphic and technical content and coordinate with others involved.

• Work collaboratively with sales/account/leadership team members to manage project effectively.

• Provide writing, editing, design, layout and production services for new business presentations,

sales, marketing and client communication materials produced internally.

• Manage development and use of regional RFP database.

• Facilitate brand training and provide graphic and brand standards assistance/interpretation to

associates producing client communication materials.

• Organize and maintain relevant marketing, brand and sales materials on company intranet working

directly with USI Corporate Sales and Marketing team.

• Manage Associations and Membership benefits to determine full execution of benefits, speaking

engagements, networking and tracking to ensure ROI.

• Assist with other projects and programs as necessary.

• Help track and monitor compliance with renewal deadlines to keep materials in good standing with carriers and partners.

• Assists with client review/approval of marketing materials for assigned products to ensure approval is secured by the deadline. Conduct research and provide information to team on new direct marketing opportunities.

Knowledge, Skills and Abilities:

• Undergraduate college degree.

• Minimum 4 years related work experience.

• Creative approach to business development and communication strategies

• Demonstrated ability to write technical or creative prose. Writing samples required

• Communication and project management skills with a customer service focus

• Demonstrated ability to produce/design visually appealing and compelling presentation and

proposal materials. Samples required.

• Mature judgment and work ethic; comfortable working with executive-level and sales-oriented

individuals and sensitive materials/information

• Ability to work effectively during times of organizational stress, ambiguity and change. Experience

with content management software a plus

• Strong understanding of MS Office applications, document design and related software capabilities

required.

• If not fully proficient in design applications, candidate may complete training within 6 months

depending on company support.

• Professional appearance and presentation.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.