PROPOSAL ASSOCIATE
Company: IMA Financial Group
Location: Wichita
Posted on: November 17, 2024
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Job Description:
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
Salary Range $40,000-$55,000 USD 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
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.
Keywords: IMA Financial Group, Wichita , PROPOSAL ASSOCIATE, Other , Wichita, Kansas
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