CareerPlan

Proposal Strategist

Dallas, TX, USFull-time2026-11-04 → 2026-11-10
Hybrid

Core

Managing end-to-end Requests for Proposals (RFPs) by positioning the company, coordinating cross-functional teams, and overseeing the development and submission of proposal responses.

Role type

Proposal Strategist (Bid Manager)

Builds

Proposal responses and strategic bid submissions

Domain

Insurance brokerage / Business Development

Required skills

RFP response management, project management, stakeholder coordination, content compilation, quality control, reporting & analytics, Microsoft Office proficiency

Preferred skills

Copy editing, Loopio, Adobe InDesign, Microsoft Dynamics, Seismic, SharePoint

Responsibilities

Manage RFP responses using Microsoft Planner and Teams; Monitor and circulate bid opportunities; Evaluate opportunities for strategic fit and win probability; Source and compile response content; Proofread and package final submissions; Maintain response libraries and templates; Track win/loss metrics; Support Strategic Resource Manager functions.

Seniority

Mid-level (2-5 years experience)