Senior Director, RFP Leader
Core
Design, implement, and scale a centralized proposal organization to support commercial growth and improve producer productivity for the Retail business.
Role type
Senior Director, RFP Leader
Builds
Centralized proposal function, high-performing team, automated workflows, and differentiated proposal experience
Domain
Insurance brokerage / Professional services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
RFP leadership, team building, organizational design, strategic planning, change management, proposal automation, content governance, executive communication
Preferred skills
Insurance brokerage experience, APMP certification, Loopio/Qvidian/Responsive/Seismic/Salesforce/HubSpot experience, M&A integration leadership
Technologies
Loopio, CRM integrations, knowledge management tools, workflow technology, Salesforce, HubSpot
Responsibilities
Define long-term vision and roadmap for RFP function; design organizational structure and governance; build and lead national team of RFP managers and writers; implement proposal automation and AI; establish service-level agreements and performance metrics
Seniority
Senior Director, strategic leadership & team building