Proposal Development Project Specialist
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How you'll make an impactPrimarily focused on contributing to drive new business revenue and increase retention by providing strategic consulting, creatives, and project management services for RFP responses, new business presentations, and complex client communication materials. Partners with Producers for effective prospect and client-facing messaging, creates new business development communications tools, and aids in development of infrastructure and systems to improve operational efficiency. Works with production teams to ensure materials are comprehensive and meet client deadlines. Under general direction, responsible for all aspects of various projects of a moderately complex nature and providing a single point of contact for those projects. Responsible for assembling project team, assigning individual responsibilities, identifying appropriate resources needed, and providing strong project management and sales strategy support to ensure orderly and timely completion of project with the strongest possible value proposition to win new and retention opportunities. Develops detailed work plans, schedules, estimates, resource plans, status reports. Key responsibilities further include: Researching prospects, their industries, and industry trends to add to proposals and support marketing initiatives; Drafting compelling sales documents based on research and Producer insight; and Assisting with writing, editing, and coordinating RFP responses. Monitors and reports on results of new business and retained business efforts. Monitors industry news for trends and opportunities.
Key Responsibilities:
- Assembling project team, assigning individual responsibilities, identifying appropriate resources needed.
- Providing strong project management and sales strategy support to ensure orderly and timely completion of projects with the strongest possible value proposition to win new and retention opportunities.
- Developing detailed work plans, schedules, resource plans, status reports.
- Researching prospects, their industries, and industry trends to add to proposals and support marketing initiatives.
- Drafting compelling sales documents based on research and Producer insight.
- Assisting with writing, editing, and coordinating RFP responses and client/prospect presentations
- Monitoring and reporting on results of new business and retained business efforts.
- Monitoring industry news for trends and opportunities.
Required:
- Bachelor's degree and 1-3 years related experience.
- In-depth knowledge of the insurance brokerage business.
- Strong critical thinking and problem-solving skills.
- Ability to manage work within multiple projects concurrently.
- Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
- Proficient in Microsoft Word & Power Point
Desired:
- Familiarity with Salesforce, InDesign, database management systems.
- Expertise in Microsoft Word.
Work Traits:
- Comfortable working independently and in collaboration with groups.
- Thrives in fast-paced, dynamic environments.
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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