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Proposal Specialist Resume Samples
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6-10 years of experience
Respond to RFPs and RFI under the National Accounts Employee Benefits division of one of the top insurance companies in the nation. Set up RFP/RFI strategy calls and records meeting minutes for Account Executive and Account Team. Strategically partners with Subject Matter Experts to provide the best responses to Group Life, Disability, Vision and Dental Proposals for Employer Groups. Project manages response to RFP/RFI from beginning to end. Assist in updating responses in our Proposal Management and Production System (PMAPS).
- Successfully managed all public and private sector RFPs/RFIs (10 – 25,000+ employees)
- Developed Proposal Unit process and procedure training guides for new hires
- Improved a variety of communication materials to include as part of MetLife’s response to proposals
- Assisted in managing company-wide crossing-selling initiative for MetLife’s products and services
0-5 years of experience
Generated winning proposals for fabricated LACT’s, engineered metering skids, and bi-directional provers. Performed velocity calculation to determine pipe size on skids.
- Won $3.6M Oasis project over #1 competitor by partnering with key vendors and decreasing component cost for enclosed LACT units with building and control equipment in MCC room.
- Secured multiple truck loading skids such as Kinder Morgan’s $2.8M project by leading 1-on-1 discussions and providing superior engineering capabilities to meet clearly defined deadlines.
- Cultivated strong working relationships with high-profile customers, including Chevron offshore, by stocking 4-way divert valve for $3.9M Oryx LACT units with modified booster skids, and reducing installation costs for customer.
- Calculated margin by populating Cameron worksheet with all major components, piping, flanges, skid dimensions, and mark-up.
- Completed accurate and timely calculations of pressure drop on back pressure control valves by using flow coeffient Cv of control valve and flow rate.
- Defined optimal pricing structures for wide range of metering components, working collaboratively with external and internal vendors as well as Cameron’s Valve division.
- Adhered to strict regulatory compliance guidelines, including Chapter 6-Metering assemblies, Chapter 14-Natural Gas Fluids measurement, and Chapter 4-Proving Systems.
0-5 years of experience
Assisted Proposal Manager with the preparation of various documents for Federal and State IT proposals, including proposal schedules, compliance matrices, and writing templates.
- Proofread/edited sections included in final proposal submissions to ensure quality control (Technical, Business, Resumes, and Past Performance sections).
- Ensured that proposal responses complied with RFP requirements, contained win strategies and themes, and complied with [company name]’ format and style criteria.
- Coordinated with Document Services to ensure accuracy of proposal submission guidelines, to include the appropriate number of copies produced and the correct format applied.
- Assisted in preparation of oral presentations using PowerPoint.
0-5 years of experience
Managed project and timelines across multiple teams for RFPs
- Planned, designed and reviewed production of RFPs
- Consistently met internal and external deadlines
- Researched and coordinated all materials needed for proposals
- Worked as a liaison across multiple internal departments to cover all
- Wrote, reviewed, edited, and proofed all proposal
- Coordinated printing and delivery of proposals
- Drove the search for references and client profiles for proposals
10+ years of experience
- Designed proposals for customers, creating well bores and cement blends
- Managed office, including ordering and tracking inventory, maintaining office space and office expenditures
- Served as liaison between upper management and employees, communicating the needs, and establishing compliance of company procedures
- Oriented new employees to our company culture and procedures
- Evaluated and reviewed expense reports
- Responded to customer inquiries in a highly professional B2B environment
- Organized special events and customer appreciation events
0-5 years of experience
- Coordinated daily receipt of RFPs from field offices and distributed work to Rating Analysts (RA)
- Trained peers, RA new hires and extra-departmental personnel on process
- Provided Team Leaders with reports on various metrics (volume and capacity)
- Coordinated marketing teams with underwriters and rate analysts
- Assisted Contract Analysts in contract amendment and rewrite processes
0-5 years of experience
Creates proposals and RFP/RFQ responses that successfully sell the benefits of the Company. Value Proposition to our customers while creating a profitable sales relationship for the Insurance. Works closely with the sales staff and other members of the Sales Support team to determine the right solution set for each customer and to craft that into an effective sales tool.
- Consistently meet individual and team goals for win rate, quality, cycle time and training metrics.
- Minimize company risk by agreeing to services which the Insurance is capable of completing and identifying clauses or requests that do not fit current Company policies.
- Identify areas in customer documents that do not align with the Company policies and procedures, and suggest effective alternative responses to these issues.
0-5 years of experience
- Worked closely with the Public Sector Account Executive and / or Consulting Manager, wrote, managed, organized and facilitated the proposal response, including managing proposal team roles and responsibilities. Created a Matrix of Compliance addressing every RFP section. Responsible for creating a proposal plan and schedule.
- Ensured that sections and pages are properly formatted and numbered using Styles and Style Sheets in word processing or page layout application program, performance of necessary data entry, formatting, proofreading, copy editing, and proposal quality assurance. Integrate high-quality graphics, charts, tables, matrices, and other design elements with proposal text ensuring proper caption titles, action captions, and Figure Numbers.
- Managed the production process, including copying, binding and packaging of proposals including binders, covers, spines, tabs, labels, diskette or CD sheets or envelopes.
- Worked with the SAP business segment team to maintain the industry specific knowledge bases.
- Managed Proposal Reviews such as Red / Blue / Gold / Green Teams.
0-5 years of experience
- Writes proposal content to ensure proper marketing of company experience, skills, and resources as applicable to client requirements. Collaborates with Subject Matter Experts (SME) as necessary.
- Edits proposals to ensure content clarity, consistency, and compliance with Request For Proposal (RFP) instructions.
- Proofreads proposal content for correct punctuation and grammar.
- Composes proposals for bids on government healthcare services contracts / task orders with the Department of Veterans Affairs, U.S. Navy, U.S. Air Force, and U.S. Army. Manages multiple proposals / task orders and adheres to deadlines.
- Creates proposal templates using Microsoft Word and Adobe Acrobat.
- Assists the Contracts Manager in the preparation and timely submission of task order proposal
- Formats candidate resumes for uniformity and easy reference, both for bids and existing contracts.
0-5 years of experience
- Provides technical expertise in project managing viable and profitable response to proposal opportunities. Produces high quality and professional proposal packages for case development stakeholders by effecting accurate, concise, and fully developed Requests for Proposals (RFPs) and Requests for Information (RFIs)
- Identifies and recommends process changes that support efficiencies and improve organizational procedures. Support piloting of roll-out processes and services related to the client acquisition process.
- Interfaces with and takes the lead in bringing all relevant stakeholders (Marketing, Product, Investments, Corporate Legal and Risk Management) up to speed with proposal contingencies.
- Develops and maintains in-depth knowledge of service offerings including new product introductions and non-traditional product areas, serving as a proposal resource to other areas of workplace initiatives group as a whole.
- Protect the company’s legal position by ensuring all data in RFP packages accurately reflect current capabilities and complies with legal and regulatory guideline as provided by Legal and Compliance Partners.
0-5 years of experience
SAGE 100 ERP System
- Proposal Preparation and finalization
- License Renewals
- Bid bonds
- Management of bid logs
Business Operations Cover Letter Examples
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Proposal Specialist
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
