Unison Risk Advisors · 4 hours ago
Proposal Manager
Cleveland, Ohio, United States
Full-time
Hybrid
Senior Level
5+ years expUnison Risk Advisors is seeking a Proposal Manager to lead their sales and service teams in the creation of business proposals. The role involves managing the proposal process, enhancing proposal strategies, and ensuring compliance with RFP requirements while coordinating with various teams to meet deadlines.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Lead and mentor a team of proposal professionals setting standards and ensuring team performance
Oversee the creation, editing, and submission of proposals, ensuring compliance with all RFP requirements and company policies
Evaluate submitted proposals, gather client feedback, and use lessons learned to improve future efforts
Manage the entire Requests for Proposals (RFP) response effort on behalf of URA and its platform companies by maintaining active project plans and timelines to ensure assigned projects are delivered on time
Maintain a robust library of RFP responses and appendix items by proactively reviewing proposal content for updates
Create the best structure for a URA RFP team including team structure and responsibilities, as well as structure of the library
Serve as the firm’s RFP response platform administrator – including maintaining active user licenses and roles across the firm and conducting training for employees as needed
Stay up-to-date on the capabilities and differences of all URA products and services to ensure the accuracy of proposal responses
Review all RFPs to determine requirements and communicate novel or unusual requests with the project team
Monitor and track RFP results consistently across URA to manage volume and interpret activity to identify trends for improvement in RFP success rate, response process and deliverables
Organize the preparation and production of customized RFP responses to meet the varied requirements outlined in each initial request. This function includes formatting electronic files in Microsoft Word and Adobe Acrobat
Proofread deliverables to ensure proper spelling, punctuation and grammar. Working beyond basic proofreading, ensure the content is logical and meets its intended objective and that questions are answered in a clear and logical approach
Actively monitor multiple procurement websites to identify RFP opportunities
Collaborate with the relevant expert teams to develop and execute a process to determine appropriate RFPs to respond to
Lead the coordination of RFP follow-up activities including finalist sales presentations, meetings, etc
Communicate directly with executive leaders, business and practice leaders and other personnel regarding procedures, policies, and overall fulfillment expectations for RFPs to ensure alignment
Serve as business consultant across the business on further proposal optimization opportunities across different proposal types, including finalist presentations, renewal proposals and other various media
All other job duties as assigned
Qualification
Required
Bachelor's Degree in Business, Communications or other related field
Minimum of 5 years' experience working on proposals and proven experience managing people and the proposal process
Ability to interpret technical information to identify project requirements, and conceptualize appropriate supporting graphs, images or text copy
Exhibit strong project and time management skills; possess the ability to work under pressure and meet deadlines and deliverables
Able to work collaboratively with internal team members, be a team player and exhibit a positive attitude
Possess advanced proficiency with Microsoft Office Suite and Adobe Acrobat
Must be self-motivated and demonstrate accountability for everything under their purview
Technical aptitude and possess an ability to learn new programs quickly
Demonstrate agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant
Possess strong written and oral communication skills, as well as solid proofreading skills
Preferred
Preference for RFP and proposal experience in the risk management and insurance brokerage sector
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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