RFP 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 Writer
, familiar with constructing RFP answers, project management, marketing and writing for corporate audiences.

High Level

• Responsible for the creation and editing of proposals (not sales decks or final presentations; this role partners closely with the Lockton Founders Series Creative Services Team, who own document design and presentation).
• Initiate writing and coordinate activities associated with the Request for Proposal (RFP) process, ensuring high-quality service and alignment with Lockton’s Branding Guidelines.
• Create and maintain a library of up-to-date RFP information and resources in Loopio, including answer creation and research, by working with SMEs, monitoring Workplace/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 COO and Marketing Director to help establish a best-in-class user experience strategy.

Demonstrate effective communication with cross-functional partners and executives; assist with training for RFP users.

Specific

• Load RFPs into Loopio and manage RFP projects.
  • Support the integration of Loopio (newly rolled out in Jan 2025) and other Lockton resources where appropriate.
• Create project-specific timelines.
• Assist with and conduct designated kick-off calls to initiate new projects.
• Provide strategic support for RFP Finalist presentation templates, processes, and guidance to Producers and Associates.
• Collaborate with the design team to support the design process efficiently.
• Identify and enhance 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
• Experience working with Lockton or similar employer strongly preferred
• Outstanding communications skills:
• Facilitating and leading meetings and training in person and virtually
• Writing professional, accurate, and grammatically correct content for RFPs and presentations
• Proofreading
• Collaborating with team members and other Associates

Maintaining tight timelines and effectively encouraging adherence with others

Within 3 months, you will:

• Develop a working knowledge of existing technology platforms, how they integrate, and how best to support their use
• Maintain and enhance efficient workflows for RFP responses
• Be able to perform basic activities in Loopio including uploading RFP questions, doing preliminary “Magic”, exporting to Workfront
• The “Magic” Tool is Loopio’s version of AI, which will help automate the first draft of an RFP answer, based on content in your Loopio Library
• Workfront is the Project Management software that Creative Services uses. RFP Requests get input into Workfront and the finalist Presentation is sent to Associates and Producers via Workfront for review.

Provide overview training on the Pilot and ongoing RFP service levels.

Within 12 months, you will:

• Perform at full capacity to independently support creating Lockton RFP responses and finalist presentations.

Lockton Companies is proud to provide everyone an an equal 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…