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RFP Specialist

RFP Specialist

Marsh McLennanBoston, MA, US
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Request For Proposal (RFP) Specialist

The Request For Proposal (RFP) Specialist will support the company's efforts in responding to customer Request For Proposals (RFP) for the Northeast Region. They will draft, review, and execute RFP responses submitted by prospective clients. Further, they will act as a project manager for RFPs, and other communication deliverables that support MMA sales activities. Their responsibilities include following our best practices for completing RFP responses, maintaining, and updating our database of response content, and promoting continual improvement of RFPs to help retain current clients and drive new business revenue.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE : MMC).

A day in the life.

The RFP Specialist will report to the Director of Marketing. This job is in-person 3 days a week in either our Boston, MA, Worcester, MA, or Saddle Brook, NJ offices and 2 days remote.

Drive Revenue Growth

  • Working closely with our producers and sales leaders to help identify client / prospect business-drivers, and create the optimal proposal communication strategy, suite of materials, corresponding messaging, and graphic approach
  • Adhere to the proposal development process including developing work plans / schedules; reviewing requests for proposals (RFPs) for complete understanding of proposal submission requirements; facilitating proposal planning calls, determining preliminary assignments and communicating final assignments; determining research needs, delegating or performing as appropriate; monitoring team progress; organizing peer review; formatting for final submission
  • Adhere to established brand, style, and visual identity guidelines to ensure consistency across all deliverables
  • Take full ownership of assigned projects and drive them from concept through completion
  • Demonstrate strong attention to detail, ensuring accuracy, quality, and alignment with standards
  • Work independently with minimal oversight while maintaining accountability for deadlines and results
  • Work effectively with internal subject matter experts to develop consistent compelling responses to satisfy proposal requirements
  • Collaborate with other proposal teams across MMA regions on identifying new content, strategy, or formatting opportunities as appropriate
  • Write and edit proposal / presentation content that clearly and persuasively describes service features and benefits, and is geared toward readers' needs and level of knowledge
  • Review drafts from team contributors for clarity, conciseness, logic, flow, tone, completeness, accuracy, consistency, and credibility; eliminate jargon, blend differences in writing styles for continuity; correct grammar, punctuation, spelling, format inconsistencies
  • Collaborate with graphic design to create layout style, template and graphics optimized for ease of reading

Support Proposal Database

  • Utilizing Loopio to ensure continual updates to refine company content in collaboration with in-house experts.
  • Generate proposal submissions using Loopio and its content. Dedicate time in between proposals to ensure that Loopio is updated with most recent responses
  • Respond to requests for customization to the database, and to reports generated from it
  • Research new presentation methods and platforms
  • Become a proficient user of the MyMMA Analytics tools so that you have the most up to date data to include in Proposals.
  • Our Future Colleague

  • Successful candidates will be a service-oriented individual with high personal standards and a hands-on work style.
  • This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
  • The Proposal Writer must be positive and approachable, and work effectively with diverse personalities.
  • Bachelor's Degree in English, Marketing, Communications or other related area of study strongly preferred
  • 2 years of experience in a professional office setting directly related to job responsibilities specified above
  • 2-3 years' experience submitting proposals for private, public, government, and non-profit organizations preferred
  • Excellent written and verbal communication skills required; strong knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar
  • Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required
  • Must be technologically savvy to navigate and organize electronic submissions and online bids
  • Demonstrated creativity and initiative; ability to identify problems and / or inefficiencies and independently offer / implement practical solutions
  • Ability to work independently, prioritize workload, and meet deadlines
  • Experience working in a fast-paced environment with proven ability to prioritize and multi-task
  • Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
  • We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

    Valuable benefits

  • Medical, dental and vision plans
  • 401(k) match after one year
  • Contribute toward student loan debt
  • Generous paid time-off programs ensure you have time to recharge including vacation days, personal days, sick days, holidays, volunteer day, and days for learning & development
  • Tuition reimbursement and professional development opportunities
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Marsh McLennan and its affiliates are EOE Minority / Female / Disability / Vet / Sexual Orientation / Gender Identity employers.

    #MMAEHB

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