Senior Project Coordinator, Proposals

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EPIC Insurance Brokers & Consultants

Site WebLinkedInTous les Emplois

1001 - 5000 employés

🤝 B2B

💰 Seed Round en 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants est un cabinet de courtage et de conseil en assurances de premier plan, spécialisé dans la fourniture de solutions d'assurance complètes et de services de gestion des risques aux entreprises et aux particuliers. Avec un accent sur l'innovation et le service client, EPIC met à profit son expertise pour aider ses clients à naviguer dans le paysage complexe de l'assurance et s'assurer qu'ils disposent de la couverture appropriée à leurs besoins. Le cabinet opère avec un engagement envers ses valeurs fondamentales d'intégrité, d'excellence et de travail d'équipe, en s'efforçant d'offrir une valeur exceptionnelle à chaque 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

🎯 Exigences

• 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

🏖️ Avantages

• 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”