Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Summary:

The primary role of the Proposal Manager is to lead the firm’s sales and service teams in coordinating and producing professionally written, formatted and branded new business proposals. Responsibilities include managing the proposal process for Unison Risk Advisors (URA), producing proposal management plans, seeking opportunities to enhance our proposal approach, monitoring proposal trends and data, and devising strategies to identify and secure opportunities, ensuring timeliness and accuracy. This role requires a highly motivated candidate that can implement clear project management skills to keep cross-functional teams on task, as well as have great attention to detail, to ensure all requirements and deadlines are met.

A Day in The Life:

• Lead and mentor a team of proposal professionals setting standards and ensuring team performance.
• Oversee the creation, editing, and submission of proposals, ensuring compliance with all RFP requirements and company policies.
• Evaluate submitted proposals, gather client feedback, and use lessons learned to improve future efforts.
• Manage the entire Requests for Proposals (RFP) response effort on behalf of URA and its platform companies by maintaining active project plans and timelines to ensure assigned projects are delivered on time.
• Maintain a robust library of RFP responses and appendix items by proactively reviewing proposal content for updates.
• Create the best structure for a URA RFP team including team structure and responsibilities, as well as structure of the library.
• Serve as the firm’s RFP response platform administrator – including maintaining active user licenses and roles across the firm and conducting training for employees as needed.
• Stay up-to-date on the capabilities and differences of all URA products and services to ensure the accuracy of proposal responses.
• Review all RFPs to determine requirements and communicate novel or unusual requests with the project team.
• Monitor and track RFP results consistently across URA to manage volume and interpret activity to identify trends for improvement in RFP success rate, response process and deliverables.
• Organize the preparation and production of customized RFP responses to meet the varied requirements outlined in each initial request. This function includes formatting electronic files in Microsoft Word and Adobe Acrobat.
• Proofread deliverables to ensure proper spelling, punctuation and grammar. Working beyond basic proofreading, ensure the content is logical and meets its intended objective and that questions are answered in a clear and logical approach.
• Actively monitor multiple procurement websites to identify RFP opportunities.
• Collaborate with the relevant expert teams to develop and execute a process to determine appropriate RFPs to respond to.
• Lead the coordination of RFP follow-up activities including finalist sales presentations, meetings, etc.
• Communicate directly with executive leaders, business and practice leaders and other personnel regarding procedures, policies, and overall fulfillment expectations for RFPs to ensure alignment.
• Serve as business consultant across the business on further proposal optimization opportunities across different proposal types, including finalist presentations, renewal proposals and other various media.
• All other job duties as assigned.

What You’ll Need:

• Bachelor’s Degree in Business, Communications or other related field.

• Minimum of 5 years’ experience working on proposals and proven experience managing people and the proposal process.
• Preference for RFP and proposal experience in the risk management and insurance brokerage sector.

Who You Are:

• Ability to interpret technical information to identify project requirements, and conceptualize appropriate supporting graphs, images or text copy.

• Exhibit strong project and time management skills; possess the ability to work under pressure and meet deadlines and deliverables.

• Able to work collaboratively with internal team members, be a team player and exhibit a positive attitude.

• Possess advanced proficiency with Microsoft Office Suite and Adobe Acrobat.

• Must be self-motivated and demonstrate accountability for everything under their purview.

• Technical aptitude and possess an ability to learn new programs quickly.

• Demonstrate agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.

• Possess strong written and oral communication skills, as well as solid proofreading skills.

Travel Expectations

• Light Travel (0–10%)
  • Occasional local travel may be required for team meetings, training, or client visits.
  • Minimal travel expected; primarily based in the office or remote.

Physical and Environmental Demands

This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical Requirements: Primarily sedentary work involving sitting, typing, and handling office equipment. Occasional walking, standing, and lifting up to 10 pounds may be required.
• Manual Dexterity & Vision: Requires sufficient manual dexterity and visual acuity for computer use, data analysis, and document preparation.
• Work Environment: Standard indoor office setting with moderate noise levels and climate control.

Work Schedule & Hours

Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; no overtime payable. (FLSA Status: Exempt)

(Note: job responsibilities and travel expectations at this level will often require the performance of job duties beyond the normal workweek schedule.)

Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.

• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

• Paid time off annually and a sabbatical at every 10-year service anniversary.

• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

• Access to specialized leadership development programming designed to take your career to the next level.

• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.