204 proposal specialist jobs found

Job Summary We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards. We are seeking a talented proposal specialist to join our corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance. In this role, you will be responsible for driving new business growth by crafting compelling, tailored responses to Request for Proposals (RFPs). The proposal specialist will play a vital role on our team, aiding proposal development and coordination, as well as sales presentation design and project management. If you are an organized team player who enjoys crafting compelling content aimed at securing...

Company: Marsh Description: Job Title: Proposal Specialist – IMPACT Division:  Strategic Client Enablement Region:  MENA Location:  Amman,Jordan We are seeking a talented individual to join our Strategic Client Enablement team at Marsh McLennan. This role will be based in Amman,Jordan, and is a hybrid position that requires working at least three days a week in the office. As a Proposal Specialist, you will play a crucial role in managing and coordinating complex new business and defensive bids, ensuring high-quality proposals and presentations that align with client needs. We will count on you to: Write original content for proposals and presentations in response to RFPs, tailored to the audience's knowledge level. Review drafts from team contributors for clarity, conciseness, and accuracy. Identify strategic opportunities within RFPs to enhance value for clients. Collaborate with internal resources to integrate specific information into proposals....

Job Summary We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards. We are seeking a talented proposal specialist to join our corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance. In this role, you will be responsible for driving new business growth by crafting compelling, tailored responses to Request for Proposals (RFPs). The proposal specialist will play a vital role on our team, aiding proposal development and coordination, as well as sales presentation design and project management. If you are an organized team player who enjoys crafting compelling content aimed at securing...

Job Summary We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards. We are seeking a talented proposal specialist to join our corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance. In this role, you will be responsible for driving new business growth by crafting compelling, tailored responses to Request for Proposals (RFPs). The proposal specialist will play a vital role on our team, aiding proposal development and coordination, as well as sales presentation design and project management. If you are an organized team player who enjoys crafting compelling content aimed at securing...

ESSENTIAL FUNCTIONS Ensure execution of MJ’s consulting process, including coordination of activity of the respective MJ client team members in Analytics, Risk Services, Risk Transfer, Claims Consulting and Advocacy Oversee the lifecycle of a client’s multi-year risk treatment strategy, including the creation, ongoing evaluation and periodic revision Manage the generation and execution of client annual service and strategic plans Support new business goals through the demonstration and presentation of MJ’s capabilities and sales process Schedule, facilitate and participate in client and prospect meetings including proposal and capabilities presentations, strategy meetings, pre-renewal meetings, renewal meetings, quarterly reviews, and claim reviews Support the Risk Management Consultant and the Risk Transfer Specialist in the creation and execution of the marketing and overall risk transfer strategy Steward onboarding and the overall relationship between client...

The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all associated custody, clearance, and order execution processing. Managed account implementation strategies include Strategists, UMA, SMA, Rep as PM, Multiple Strategy Proposals, Multiple Account Proposals as well as our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet, Orion and our new digital partner, are used to facilitate a strategy, from proposal through to account investing. This individual will be expected to fully understand our policies and procedures around all aspects of advisory operations and be able to effectively communicate those to our IARs. You are A consummate professional with excellent verbal and written communication skills. You are self-motivated and goal oriented, and you thrive in a fast-paced environment where best...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams across the nation, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? What You’ll Do   As the dedicated Account Specialist, you will assist our clients’ internal HR department, their employees and our producers in the administration of group Life, Disability, Voluntary, and/or Absence contracts that they have with The Standard. This is a national account client with approximately 22,000+/- lives and requires extensive knowledge and...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services Support the...

Description Summary: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services Support the full client...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Program Design Specialist PRIMARY PURPOSE OF THE ROLE:  To handle new and/or renewal business pricing opportunities and provide client specific billing instructions to the billing group; to support the Program Design and Pricing Team through centralized system entry and coordination. ARE YOU AN IDEAL CANDIDATE? We are looking for enthusiastic candidates who thrive in a collaborative environment, who are driven to deliver great work, are customer-oriented and are...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: Attend insurance carrier meetings and ability to independently lead client meetings, as required. Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as...

Description Job Description As a Treasury Management Specialist Senior at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors, Key Responsibilities Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services Support the full...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. JOB FUNCTIONS & RESPONSIBILITIES: Effectively coordinate & communicate with Producers, Account Managers & Other Service Team Members. Using the systems and processes in place, communicate with all members of the Service Team. Survey and Analysis: Analyze and interpret in force management liability policies to identify coverage discrepancies and opportunities to improve the current management liability program and provide coverage survey deficiency talking points to the Producer to share with Prospect New Business Intake: Process & track new Broker of Record (BOR) letters. Market...

Company: Description: Placement Specialist, Cyber and E&O Liability Practice Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Placement Specialist for the Cyber and E&O Liability practice within our Business Insurance team here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life: As a Cyber...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Market ing Specialist to join our growing team in Agawam , MA!     The Commercial Lines Marketing Specialist provides marketing support to the service team and other members of the department to drive the delivery of exceptional customer service. Primary responsibilities are in the marketing of accounts and in providing technical backup for the production staff. Efforts support the production of new and renewal business.     How You Will Contribute:       Quote insurance policies utilizing various insurance carrier web-based platforms in accordance with company and state regulations and timeframes .   Prepare proposal documents for new and renewal clients at the direction of the...

Company: Marsh McLennan Agency Description: Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). We are looking for a Business Insurance Placement Specialist to market property/casualty insurance risks. A day in the life. Responsible for marketing the new business and renewal accounts Develop and maintain professional relationship with underwriters and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is looking for a Risk Manager Loss Control Specialist to join our Commercial Lines team in Somers , NY! This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients’ needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth. WHAT YOU’LL DO: Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Spend approximately 50-60% of the time outside with customers and new business opportunities....

Lipscomb & Pitts Insurance , a Higginbotham Partner, has an immediate opening for a Commercial Lines Marketing Specialist in our Franklin, TN office. The Commercial Lines Marketing Specialist  will be responsible to work with insurance company underwriters to secure competitive quotes and coverages on new or renewal business for presentation by the Producers as assigned by the Marketing Manager and to obtain online rating options, as requested, in an accurate and timely manner. Essential Tasks: Maintain a thorough knowledge of property and casualty insurance coverages. Obtain knowledge of any new insurance coverage options and determine how those apply to various client/prospect industries. Thoroughly review insurance policies (including forms and exclusions), applications and other prospect information (brochures, websites) to have a complete understanding of the risk being marketed. Discuss accounts, potential markets, coverages needed and pricing with...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: Attend insurance carrier meetings and ability to independently lead client meetings, as required. Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as...

Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world.  Organic growth and over 60 successful acquisitions have grown our 2022 Gross Written Premium (GWP) to $5 Billion.  Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference.  Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great place to work.  TMHCC Stop Loss, a $2 Billion division within TMHCC, leads the way in providing medical stop loss insurance sold to employers. Medical Stop Loss provides an added layer of insurance protection to employers who choose to self-fund their health benefit plans. Self-funding can incur risks from catastrophic claims, and Medical Stop Loss insurance from Tokio Marine HCC is designed to protect employers...