Proposal Associate

🔥 12 hours ago

🌾 Nebraska, North Carolina – Remote

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💵 $52.5k - $84k / year

⏰ Full Time

🟡 Mid-level

👻 Ghost score 0%

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Logo of Lincoln Financial

Lincoln Financial

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Support proposal and renewal activities by partnering with Underwriting, Client Services, Implementation, and other key business areas • Gather, assess, and organize information for broker and customer requests • Educate brokers on Lincoln's products, service model, policies, and processes • Connect brokers with appropriate resources • Provide document, print, and proposal support for the RFP team and broader Group Protection organization • Identify opportunities to improve processes, reduce inefficiencies, and enhance customer experience • Contribute to special projects, business initiatives, and change management efforts • Stay current on industry trends and best practices

🎯 Requirements

• 4 Year/Bachelor's degree or equivalent work experience; 4 years of experience in lieu of Bachelor's • 0–1+ years of experience with RFPs/RFIs directly aligned with the position's responsibilities • Ability to communicate effectively, verbally and in writing • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) • Preferred: Experience responding to RFPs, RFIs, questionnaires, or other client-facing business communications • Preferred: Familiarity with employee benefits, insurance, financial services, or related industries • Preferred: Experience with proposal management, content management, CRM, or workflow platforms such as Salesforce, SharePoint, Qvidian/Responsive, or similar technologies • Preferred: Familiarity with AI-enabled productivity tools such as Microsoft Copilot • Curiosity, adaptability, continuous improvement mindset, and willingness to explore new technologies and automate routine tasks while maintaining human-in-the-loop review and decision-making

🏖️ Benefits

• Clearly defined career tracks and job levels • Leadership development and virtual training opportunities • PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Flexible work arrangements • Productivity/technology tools and training • Annual Incentive Program eligibility • Potential long-term incentives and sales incentives • Standard benefits package

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