Proposal Writer

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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.

Overview

Gallagher's Human Resources & Compensation Consulting (HRCC) practice unites some of the most respected names in human resource consulting. Our team of experts in compensation, engagement, leadership development, executive search, and surveys, uses industry-leading data and analytics to empower clients with the tools they need to lead their healthcare, higher education, public sector, and nonprofit organizations toward success. We draw on expertise from every category of human resources and assemble flexible consulting solutions that streamline efficiency and strengthen bottom lines.

How you'll make an impact

The HRCC team is looking for a Proposal Writer to join their growing practice.

This person will be responsible for providing support to all of our consulting service lines in preparing proposals, RFP responses, legal documentation and insurance certificates and fielding warm leads that come in via phone and website. Overall, this position will support the Senior Proposal Writers, ensuring that all practices and service lines can meet their daily and ongoing proposal needs. Initial focus on routine/templated proposals, with RFP response development as a later goal upon demonstrated proficiency. Familiarity with RFPio, or other proposal management software, is a plus. Additionally, candidates with experience in data visualization and/or graphic design are welcome.

This position will also be responsible for data and pipeline reporting and management, with particular focus on company pipeline activity.

Duties include:

• Interface with consultants to determine proposal requirements, review drafts, and submit to client

• Craft clear, concise, and well organized proposals in a timely manner, meeting internal and external deadlines

• Track proposal letters and new opportunities in our Client Relationship Management (CRM) system with regular communication to BD & CRM Data Manager

• Archive all proposals for future reference

• Ensure brand standards are adhered to and maintained across all proposals for all service lines

CRM Data Management:

• Responsible for account and contact data verification, ensuring that all front-end information is entered as accurately as possible into the CRM system.

• Run bi-weekly opportunity pipeline reports and distribute Follow up with consultants to ensure open opportunity records are accurate; close out lost opportunities; adjust estimated sale dates on past-due opportunities

• Coordinate with consultants to forecast recurring opportunities and create appropriate records/tasks/follow up in CRM system

• Proficiency in all front-end CRM entities (Accounts, Contacts, Opportunities) and all related functions, such as SharePoint, Closed Activities, assigning tasks, uploading finished proposals, and tracking emails as appropriate

Compliance:

• Responsible for facilitating legal review of client-side documents to ensure compliance with all company legal requirements

• Create Master Agreement documents for new client projects that are not covered under agreement, provide document to consultant, track progress and completion in CRM system

• Follow up with consultants regarding past-due Master Agreements to maximize legal compliance and facilitate any client requested changes through legal review

• Facilitate Certificates of Insurance for prospects and clients

• Run bi-weekly compliance reports and distribute via portal

Marketing:

• Create, update, and edit staff biographies

• Manage staff headshots

• Quarterly collection of bio changes for HRCC's team web page

• Run monthly marketing campaign ROI reports

About You

Required:

• Bachelor's degree and a minimum of one year relevant experience required.

Preferred:

• Minimum of one year experience in an office or administrative support role

• Ability to effectively organize multiple tasks and meet all required deadlines

• Strong analytical skills and editing and writing skills

• Commitment to actively develop technical writing skills

• Focus on accuracy and attention to detail

• Excellent organizational skills

• Ability to proactively take ownership and initiative to accomplish work assignments.

• Excellent oral communication skills

• Proficient with Microsoft Word, Excel, and PowerPoint; knowledge of CRM preferred.

#LI-MB1

Compensation and benefits

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.