Proposal Associate - IMA Financial Group
Dallas, TX
About the Job
What You'll Do
Interact professionally and timely with our sales team via email and phone
Collaborate with the RFP, design, sales, and marketing teams
Edit and work with design teams to deliver the finalized proposal document, communicating the proposal in various ways, including PDF, Word documents, and microsites
Collaborate with subject-matter experts across all functions (IT, HR, Operations, etc.) to create new content and maintain current content to support the responses delivered and ensures that descriptions and other materials used for RFPs are up to date and accurate
Utilize the content provided from subject-matter experts to update and maintain stored data for future usage and communications
Communicate progress of the RFP to those involved, including those involved in the approval process (Regional sales leadership, sales managers, etc. if needed)
Responsible for continuously enhancing current RFP language to strengthen RFP responses
Continuously organize and update shared RFP spreadsheet
Participate in weekly team meetings to review weekly/monthly RFP workload
Proofread RFPs checking for consistency, spelling, grammar and use of correct content
Differentiate use of RFP content for Property & Casualty, Employee Benefits, and Retirement services
Follow established company guidelines, vision, and financial outline for completing proposals
Establish a project plan and manage RFP timelines ensuring that proposals meet submission requirements and are properly delivered in a designated timeframe
Responsible for continuous improvement of the RFP process to best serve business partners
Follow revenue guidelines for RFPs and custom projects
Ability to problem solve quickly and efficiently should problems arise
Additional tasks and duties as needed
Support and demonstrate IMA's core values
Value and understand the importance of diversity, equity, and inclusion among all IMA associates
You Should Have
Bachelor's Degree or equivalent experience
Minimum 2 years of experience with RFPs or project management or similar functions
Experience working within a CRM as well as experience coordinating RFP responses and sales proposals is preferred
Strong computer skills, including Word, PowerPoint, and Adobe
Must be able to work and communicate professionally with a variety of internal clients, under tight deadlines and high-pressure situations
Must be able to work independently and manage multiple projects
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to Work
- 2021-2023 Charlotte Business Journal's Best Places to Work
- 2021-2023 Los Angeles Business Journal's Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.