RFP Knowledge Manager

Kansas City, Missouri, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

Lockton is currently seeking a self-motivated Proposal Manager, familiar with constructing RFP answers, project management, audiences.

• Responsible for the management of Lockton’s proposal system and centralized content library (not the actual production of proposals; this role partners closely with the Lockton Series teams, who maintain their own content libraries and proposal processes).
• Offer strategic support for the writing and coordination associated with the Request for Proposal (RFP) process, ensuring high-quality service and alignment with Lockton’s Branding Guidelines.
• Create and maintain a national library of up-to-date RFP information and resources in Loopio, including answer creation and research, by working with SMEs, monitoring the Lockton Knowledge Center, and collaborating with team Associates.
• Participate in resolving issues related to the RFP process, ensuring follow-through to resolution. Including provide feedback and recommendations to the CMO and People Solutions Marketing Director to help establish a best-in-class user experience strategy.
• Demonstrate effective communication with cross-functional partners and executives; assist with national training for RFP users.

• Support the integration of Loopio (newly rolled out in Jan 2025) and other Lockton resources where appropriate.
• Assist with and conduct regular touchpoints with all Series RFP teams.
• Understand all Loopio functionality used by teams in preparing responses.
• Provide strategic support for RFP Finalist presentation templates, processes, and guidance to Producers and Associates.
• Identify and recommend enhancements to the critical service workflows that can be streamlined or improved; recommend appropriate improvements.

• Support the integration of Loopio (newly rolled out in Jan 2025) and other Lockton resources where appropriate.
• Assist with and conduct regular touchpoints with all Series RFP teams.
• Understand all Loopio functionality used by teams in preparing responses.
• Provide strategic support for RFP Finalist presentation templates, processes, and guidance to Producers and Associates.
• Identify and recommend enhancements to the critical service workflows that can be streamlined or improved; recommend appropriate improvements.

• Knowledge of insurance industry (benefits and/or property/casualty) required – generally obtained with at least 5 years’ experience
• Outstanding communications skills:
  • Facilitating and leading meetings and training in person and virtually
  • Writing professional, accurate, and grammatically correct content for RFPs and presentations
  • Collaborating with team members and other Associates
  • Maintaining tight timelines and effectively encouraging adherence with others

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our…