Lockton · 6 hours ago
RFP Knowledge Manager
Kansas City, MO
Full-time
Onsite
Senior Level
5+ years expLockton is currently seeking a self-motivated Proposal Manager to oversee the management of their proposal system and centralized content library. The role involves offering strategic support for the RFP process, ensuring high-quality service, and maintaining up-to-date resources while collaborating with cross-functional partners.
Auto InsuranceInsuranceRisk Management
Responsibilities
Responsible for the management of Lockton’s proposal system and centralized content library (not the actual production of proposals; this role partners closely with the Lockton Series teams, who maintain their own content libraries and proposal processes)
Offer strategic support for the writing and coordination associated with the Request for Proposal (RFP) process, ensuring high-quality service and alignment with Lockton’s Branding Guidelines
Create and maintain a national library of up-to-date RFP information and resources in Loopio, including answer creation and research, by working with SMEs, monitoring the Lockton Knowledge Center, and collaborating with team Associates
Participate in resolving issues related to the RFP process, ensuring follow-through to resolution. Including provide feedback and recommendations to the CMO and People Solutions Marketing Director to help establish a best-in-class user experience strategy
Demonstrate effective communication with cross-functional partners and executives; assist with national training for RFP users
Support the integration of Loopio (newly rolled out in Jan 2025) and other Lockton resources where appropriate
Assist with and conduct regular touchpoints with all Series RFP teams
Understand all Loopio functionality used by teams in preparing responses
Provide strategic support for RFP Finalist presentation templates, processes, and guidance to Producers and Associates
Identify and recommend enhancements to the critical service workflows that can be streamlined or improved; recommend appropriate improvements
Qualification
Required
Knowledge of insurance industry (benefits and/or property/casualty) required – generally obtained with at least 5 years' experience
Outstanding communications skills
Facilitating and leading meetings and training in person and virtually
Writing professional, accurate, and grammatically correct content for RFPs and presentations
Collaborating with team members and other Associates
Maintaining tight timelines and effectively encouraging adherence with others
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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