What are the responsibilities and job description for the RFP Manager position at Lockton?
Your Responsibilities
Description:
Lockton is currently seeking a self-motivated Proposal Writer, familiar with constructing RFP answers, project management, marketing and writing for corporate audiences.
Essential Job Duties And Responsibilities
High Level
Minimum Requirements:
Description:
Lockton is currently seeking a self-motivated Proposal Writer, familiar with constructing RFP answers, project management, marketing and writing for corporate audiences.
Essential Job Duties And Responsibilities
High Level
- Responsible for the creation and editing of proposals (not sales decks or final presentations; this role partners closely with the Lockton Founders Series Creative Services Team, who own document design and presentation).
- Initiate writing and coordinate activities associated with the Request for Proposal (RFP) process, ensuring high-quality service and alignment with Lockton’s Branding Guidelines.
- Create and maintain a library of up-to-date RFP information and resources in Loopio, including answer creation and research, by working with SMEs, monitoring Workplace/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 COO and Marketing Director to help establish a best-in-class user experience strategy.
- Demonstrate effective communication with cross-functional partners and executives; assist with training for RFP users.
- Load RFPs into Loopio and manage RFP projects.
- Support the integration of Loopio (newly rolled out in Jan 2025) and other Lockton resources where appropriate.
- Create project-specific timelines.
- Assist with and conduct designated kick-off calls to initiate new projects.
- Utilize Loopio “Magic” to generate draft responses.
- Provide strategic support for RFP Finalist presentation templates, processes, and guidance to Producers and Associates.
- Collaborate with the design team to support the design process efficiently.
- Identify and enhance critical service workflows that can be streamlined or improved; recommend appropriate improvements.
Minimum Requirements:
- Knowledge of insurance industry (benefits and/or property/casualty) required – generally obtained with at least 5 years’ experience
- Experience working with Lockton or similar employer strongly preferred
- Outstanding communications skills:
- Facilitating and leading meetings and training in person and virtually
- Writing professional, accurate, and grammatically correct content for RFPs and presentations
- Proofreading
- Collaborating with team members and other Associates
- Maintaining tight timelines and effectively encouraging adherence with others
- Develop a working knowledge of existing technology platforms, how they integrate, and how best to support their use
- Maintain and enhance efficient workflows for RFP responses
- Be able to perform basic activities in Loopio including uploading RFP questions, doing preliminary “Magic”, exporting to Workfront
- The “Magic” Tool is Loopio’s version of AI, which will help automate the first draft of an RFP answer, based on content in your Loopio Library
- Workfront is the Project Management software that Creative Services uses. RFP Requests get input into Workfront and the finalist Presentation is sent to Associates and Producers via Workfront for review.
- Provide overview training on the Pilot and ongoing RFP service levels.
- Perform at full capacity to independently support creating Lockton RFP responses and finalist presentations.
