Sr. 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). This requirement does not apply to support specialist positions.
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!
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.
Job Summary & Responsibilities
Own the end‑to‑end management of assigned RFPs, ensuring accountability throughout the process, meeting deadlines 100% of the time
Provide advanced support to sales and client management teams on high‑profile, complex opportunities, with a focus on winning new business and client retention
Manage high‑volume and 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
Proactively seeks opportunities to share expertise, lessons learned, and best practices to support team development and collaboration
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
Motivated to discover ways to optimize workflows
Support and mentor other colleagues with various facets of the job tasks and skillsets
Additional project work to support the overall sales organization. Work may include product and process training, leading advanced opportunity meetings, and handling internal and external and deadline escalations.
Actively participate in weekly and monthly team meetings
Support other team initiatives and processes as directed which may include advanced knowledge of responsibilities and needs of sales and client management
Preferred Qualifications
Bachelor’s Degree in business, health care, or a related field
3‑5 years managing proposals
Experience with federal, state, or labor group RFPs (bonus)
Skills & Abilities
Advanced knowledge of internal systems, organizational structure and appropriate enterprise contacts required to carry out job functions
Exceptional understanding of products, and enterprise and team processes
Advanced 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
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)
Advanced 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
Other Requirements
Infrequent travel
Ability to work overtime
Prolonged periods of sitting at a desk and working on a computer
Pay Range: $70,000–$80,000 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, 401(k) savings plan, company holidays, paid time off, parental leave and an employee assistance program.
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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). This requirement does not apply to support specialist positions.
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!
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.
Job Summary & Responsibilities
Own the end‑to‑end management of assigned RFPs, ensuring accountability throughout the process, meeting deadlines 100% of the time
Provide advanced support to sales and client management teams on high‑profile, complex opportunities, with a focus on winning new business and client retention
Manage high‑volume and 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
Proactively seeks opportunities to share expertise, lessons learned, and best practices to support team development and collaboration
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
Motivated to discover ways to optimize workflows
Support and mentor other colleagues with various facets of the job tasks and skillsets
Additional project work to support the overall sales organization. Work may include product and process training, leading advanced opportunity meetings, and handling internal and external and deadline escalations.
Actively participate in weekly and monthly team meetings
Support other team initiatives and processes as directed which may include advanced knowledge of responsibilities and needs of sales and client management
Preferred Qualifications
Bachelor’s Degree in business, health care, or a related field
3‑5 years managing proposals
Experience with federal, state, or labor group RFPs (bonus)
Skills & Abilities
Advanced knowledge of internal systems, organizational structure and appropriate enterprise contacts required to carry out job functions
Exceptional understanding of products, and enterprise and team processes
Advanced 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
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)
Advanced 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
Other Requirements
Infrequent travel
Ability to work overtime
Prolonged periods of sitting at a desk and working on a computer
Pay Range: $70,000–$80,000 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, 401(k) savings plan, company holidays, paid time off, parental leave and an employee assistance program.
#J-18808-Ljbffr