Proposal & Marketing Specialist at USI Insurance Services | Dublin, OH

USI Insurance Services

Proposal & Marketing Specialist

Dublin, OH (On-site)

Salary Not AvailableMid Level4+ years expFull time

Posted 4 months ago

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Job Summary

Drive RFP responses and database management as an RFP Proposal Specialist with cross-functional collaboration and brand support.

Own drafting and coordinating winning RFP responses and information requests.
Must-have: proven writing and design capability with samples.
Standout: manages regional RFP database and brand standards across materials.

Job Description

Responsibilities

General Description: This role is responsible for assisting the team leader with RFP’s and manage the RFP database.
Assist RFP team leader in developing and producing creative, high quality, winning responses to RFPs or requests for information. This includes but is not limited to municipalities, commercial and employee benefits proposals.
Produce graphic and technical content and coordinate with others involved.
Work collaboratively with sales/account/leadership team members to manage project effectively.
Provide writing, editing, design, layout and production services for new business presentations, sales, marketing and client communication materials produced internally.
Manage development and use of regional RFP database.
Facilitate brand training and provide graphic and brand standards assistance/interpretation to associates producing client communication materials.
Organize and maintain relevant marketing, brand and sales materials on company intranet working directly with USI Corporate Sales and Marketing team.
Manage Associations and Membership benefits to determine full execution of benefits, speaking engagements, networking and tracking to ensure ROI.
Assist with other projects and programs as necessary.
Help track and monitor compliance with renewal deadlines to keep materials in good standing with carriers and partners.
Assists with client review/approval of marketing materials for assigned products to ensure approval is secured by the deadline. Conduct research and provide information to team on new direct marketing opportunities.

Requirements

Undergraduate college degree.
Minimum 4 years related work experience.
Creative approach to business development and communication strategies
Demonstrated ability to write technical or creative prose. Writing samples required
Communication and project management skills with a customer service focus
Demonstrated ability to produce/design visually appealing and compelling presentation and proposal materials. Samples required.
Mature judgment and work ethic; comfortable working with executive-level and sales-oriented individuals and sensitive materials/information
Ability to work effectively during times of organizational stress, ambiguity and change. Experience with content management software a plus
Strong understanding of MS Office applications, document design and related software capabilities required.
If not fully proficient in design applications, candidate may complete training within 6 months depending on company support.
Professional appearance and presentation.

Preferred

Experience with content management software a plus

Benefits

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

USI Insurance Services

4.1 Glassdoor

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Founded in 1994

Valhalla, New York, USA

11K employees (501 in marketing)

www.linkedin.com/company/usi-insurance-services

78% recommend to a friend

92% CEO approval