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Proposal Coordinator

Company: Marsh & McLennan Companies, Inc.
Location: San Diego
Posted on: November 23, 2021

Job Description:

DEPARTMENT: SUPPORT - COMMUNICATIONS STATUS: NON-EXEMPT REPORTS TO: MARKETING & MEDIA MANAGER Summary: Under the direction of the Marketing & Media Manager, and working closely with the Senior Proposal Writer, coordinate the company's responses to request for proposals (RFPs). Responsibilities include working closely with the sales team; establishing and following a project timeline; preparing rough drafts using proposal management system, customizing drafts to speak to the prospects' and clients' industries and organizational needs; formatting and finalizing best-in-class proposals; holding post-submission debriefings, and reporting results in a project management system. Successful candidate will work in collaboration with sales, subject matter experts, and other members of the proposal team. Essential Duties and Responsibilities: * Manage the on-time delivery of new business and defensive proposals from start to finish. * Schedule and lead kick off meetings, focusing on learning about the prospect/client, establishing win themes, and providing clear direction for next steps for successful project completion. * Create proposal delivery timeline and clear expectations for sales and proposal team's response. * Populate proposal from boilerplate content maintained in proposal database. * Research prospect and customize boilerplate content to address prospect's industry, challenges, and culture. * Write executive summaries, and new material as needed. * Edit proposal content provided by sales. * Layout proposal using style, template, and graphics in alignment with the company's branding. * Access internal resources such as graphic design, desktop publishing, printer, and mailroom as needed to deliver best-in-class, on-time response. * Proactively direct finalization and delivery, communicating as needed with management, technical personnel and various teams. * Proactively participate in developing new content for use in proposals. * Attend sales meetings to learn about new initiatives and identify differentiators. * Support proposal writer in creating and updating written content. * Leverage the resources of the proposal database software and other technology tools. * Use the system for highly efficient responses to RFPs. * Update data in the systems as required for accurate reporting. * Serve as a peer editor and copywriter in the Marketing Communications Department. * Write personal and professional biographies for new colleagues. * Occasionally assist with drafting and/or editing press releases, articles, ads, marketing collateral, and other content as needed. Education, Experience and/or Requirements: * This position requires a service-oriented individual with high personal standards and a hands-on work style. * The successful candidate will work effectively both independently and as part of a team. * This person has the ability to manage numerous projects simultaneously, switch focus as needed, and maintain a calm, professional demeanor under deadline. * The Proposal Coordinator must be positive and approachable, and work effectively with diverse personalities. * In addition, the following is required: * Successful work history to include at least 2 years' experience in a professional office setting with responsibility in administrative and customer service functions. * Bachelor's degree strongly preferred. * Verbal and written skills normally acquired through the completion of a bachelor's degree, preferably in English, communications, or other area of study requiring excellent written and verbal communication skills. * Strong knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. * Must have excellent organizational, file management, and time management skills to effectively meet multiple deadlines. * High proficiency in using Microsoft Word. * Proficiency with personal computers using Windows and Microsoft Office applications and the ability to operate standard office equipment is required. * Skill in project management, organizing resources, and establishing priorities. * Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form. Work Environment and Physical Demands: * Ability to use computer keyboard and sit in a stationary position for extended periods. * Due to the pandemic, work is performed remotely. * Typically, work is performed in a typical interior office work environment. * Ability to work overtime as needed. This position is not eligible for remote work in Colorado. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

Keywords: Marsh & McLennan Companies, Inc., San Diego , Proposal Coordinator, Other , San Diego, California

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