RFP Knowledge Manager

Lockton is currently seeking a self-motivated Proposal Manager, familiar with constructing RFP answers, project management, marketing and writing for corporate audiences.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

High Level

• 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.

Specific

• 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.

• Knowledge of insurance industry (benefits and/or property/casualty) required – generally obtained with at least 5 years’ experience

• Outstanding communications skills:

o Facilitating and leading meetings and training in person and virtually

o Writing professional, accurate, and grammatically correct content for RFPs and presentations

o Collaborating with team members and other Associates

o Maintaining tight timelines and effectively encouraging adherence with others

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