RFP and Proposal Writer (Remote)
Inspira Financial, Oak Brook, IL, United States
Join Us! Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey – relentlessly pursuing better outcomes for all.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided. Employees within a 90‑minute radius of our Oak Brook, IL headquarters are required to adhere to the company in‑office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners – helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
Don’t meet every single requirement? Here at Inspira Financial, we believe there is no “perfect” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company.
Job Summary & Responsibilities The RFP and Proposal Writer will report to the Sr. Manager, Sales Operations in Health & Benefits Sales. This role supports our sales and client management teams by driving initiatives aligned with enterprise goals while ensuring a consistent, collaborative and positive overall experience. The RFP and Proposal Writer is accountable for managing the request for proposal (RFP) process through cross‑functional collaboration. Additional responsibilities include, but are not limited to: completing request for quote (RFQ), request for information (RFI), identifying gaps in information, resolving proposal‑related issues through research in collaboration with business partners, and managing follow‑up requests. Success in this role demands exceptional multitasking abilities, the ability to consistently meet or exceed deadlines, and a commitment to delivering excellence in a fast‑paced, dynamic setting.
Duties & Responsibilities
Own the end-to-end management of assigned RFPs, ensuring accountability throughout the process, meeting deadlines 100% of the time
Provide support to sales and client management teams with a focus on winning new business and client retention
Deliver high-value RFP support ensuring Inspira becomes an RFP finalist
Effectively manage job responsibilities in a dynamic work environment, as both an individual and team contributor
Cultivate and maintain relationships across the enterprise
Use various templates to produce standardized documents (pricing proposals, questionnaire responses)
Collaborate with internal SMEs and business partners in product development, legal, IT security, implementation and client management
Effectively use technologies such as Salesforce and Loopio
Ensure all RFP responses follow brand, style, and tone guidelines
Review and edit responses provided by SMEs and business partners as necessary
Ensure responses effectively address key requirements, hot buttons, and established win theme
Assist in maintenance of Loopio content library as the source of truth for RFP/RFI question/answer sets
Support proposal content management by identifying and sharing new content for potential inclusion in the Loopio content library
Actively participate in weekly and monthly team meetings
Support other team initiatives and processes as directed
Preferred Qualifications Education & Experience:
Bachelor’s Degree in business, health care, or a related field
1–3 three years managing proposals
Experience with federal, state, or labor group RFPs (bonus)
Skills & Abilities:
Excellent organizational skills with strong attention to detail and drive to adhere to challenging deadlines
Ability to prioritize multiple projects running concurrently with overlapping deadlines
Strong aptitude for prioritization and multitasking, with the ability to effectively manage changing priorities
A drive to learn and apply new concepts quickly
Must be willing and able to follow workflow/processes, seeking guidance as needed
Foster strong relationships with internal subject matter experts with particular attention to developing product knowledge
An affinity for accuracy and efficiency
Ability to maintain sound judgement, critical thinking skills and maintain professionalism under pressure
Proficient with Adobe and Microsoft applications (Outlook, Excel, Word, PowerPoint)
Strong verbal and written communication skills, including grammar proficiency
Must write and review for accuracy, grammar, readability, style, terminology and more.
Experience with Loopio and Salesforce CRM preferred
Pay Range $58,000 – $68,000 per year
Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry‑leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
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We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided. Employees within a 90‑minute radius of our Oak Brook, IL headquarters are required to adhere to the company in‑office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners – helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
Don’t meet every single requirement? Here at Inspira Financial, we believe there is no “perfect” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company.
Job Summary & Responsibilities The RFP and Proposal Writer will report to the Sr. Manager, Sales Operations in Health & Benefits Sales. This role supports our sales and client management teams by driving initiatives aligned with enterprise goals while ensuring a consistent, collaborative and positive overall experience. The RFP and Proposal Writer is accountable for managing the request for proposal (RFP) process through cross‑functional collaboration. Additional responsibilities include, but are not limited to: completing request for quote (RFQ), request for information (RFI), identifying gaps in information, resolving proposal‑related issues through research in collaboration with business partners, and managing follow‑up requests. Success in this role demands exceptional multitasking abilities, the ability to consistently meet or exceed deadlines, and a commitment to delivering excellence in a fast‑paced, dynamic setting.
Duties & Responsibilities
Own the end-to-end management of assigned RFPs, ensuring accountability throughout the process, meeting deadlines 100% of the time
Provide support to sales and client management teams with a focus on winning new business and client retention
Deliver high-value RFP support ensuring Inspira becomes an RFP finalist
Effectively manage job responsibilities in a dynamic work environment, as both an individual and team contributor
Cultivate and maintain relationships across the enterprise
Use various templates to produce standardized documents (pricing proposals, questionnaire responses)
Collaborate with internal SMEs and business partners in product development, legal, IT security, implementation and client management
Effectively use technologies such as Salesforce and Loopio
Ensure all RFP responses follow brand, style, and tone guidelines
Review and edit responses provided by SMEs and business partners as necessary
Ensure responses effectively address key requirements, hot buttons, and established win theme
Assist in maintenance of Loopio content library as the source of truth for RFP/RFI question/answer sets
Support proposal content management by identifying and sharing new content for potential inclusion in the Loopio content library
Actively participate in weekly and monthly team meetings
Support other team initiatives and processes as directed
Preferred Qualifications Education & Experience:
Bachelor’s Degree in business, health care, or a related field
1–3 three years managing proposals
Experience with federal, state, or labor group RFPs (bonus)
Skills & Abilities:
Excellent organizational skills with strong attention to detail and drive to adhere to challenging deadlines
Ability to prioritize multiple projects running concurrently with overlapping deadlines
Strong aptitude for prioritization and multitasking, with the ability to effectively manage changing priorities
A drive to learn and apply new concepts quickly
Must be willing and able to follow workflow/processes, seeking guidance as needed
Foster strong relationships with internal subject matter experts with particular attention to developing product knowledge
An affinity for accuracy and efficiency
Ability to maintain sound judgement, critical thinking skills and maintain professionalism under pressure
Proficient with Adobe and Microsoft applications (Outlook, Excel, Word, PowerPoint)
Strong verbal and written communication skills, including grammar proficiency
Must write and review for accuracy, grammar, readability, style, terminology and more.
Experience with Loopio and Salesforce CRM preferred
Pay Range $58,000 – $68,000 per year
Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry‑leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
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