Senior Project Coordinator, Proposals

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🕒 April 30

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Own the proposal workflow from intake through final submission, excluding content writing • Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery • Coordinate with subject matter experts and leadership to collect inputs and drive progress • Assemble and finalize proposal materials using approved templates, language, and formatting standards • Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements • Manage submission logistics and confirm successful delivery • Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems • Provide formatting and proofreading support for related marketing and research deliverables as needed • Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up

🎯 Requirements

• 5 to 7 years of proven experience coordinating proposals, RFPs, and RFIs in a professional services, consulting, healthcare, insurance, or other B2B environment • Exceptional attention to detail, with experience producing clean, polished, client ready documents • Demonstrated ability to own proposal workflows end-to-end, from intake through submission, excluding content writing • Strong project management skills with the ability to establish timelines, manage milestones, track dependencies, and drive progress across multiple active proposals • Experience coordinating with subject matter experts, leaders, and cross-functional stakeholders • Strong organizational skills and the ability to manage multiple concurrent priorities in a fast-paced, deadline-driven environment • Excellent written and verbal communication skills, including professional and persistent follow-up • Ability to verify and ensure compliance with RFP requirements, including structure, formatting, page limits, and submission instructions • Advanced skills with Microsoft Word • Proficiency with Microsoft PowerPoint and Excel • Familiarity with SharePoint or similar document management systems • Experience maintaining proposal status, timelines, and documentation in CRM systems (e.g., Salesforce), trackers, or shared repositories

🏖️ Benefits

• Generous Paid Time off • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave • Generous employee referral bonus program of $1,500 per hired referral • Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development • Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”