Description
The WTW Corporate Risk & Broking (CRB) North America (NA) Proposal Team is seeking a highly motivated and experienced professional to take on the role of Risk and Insurance RFP Proposal Project Manager. This individual will be responsible for managing the full cycle process of all risk and insurance RFPs and leading the development of strategic and persuasive RFP written and oral presentation proposals. The ideal candidate thrives in a dynamic work environment, excels in client engagement, and has strong project management skills.
Key Responsibilities
- Lead the creation of strategic and competitive RFPs and pitches by aligning responses to client/prospect needs and industry demands.
- Writes and edits executive summaries and other copy for pitches and proposals as determined by the opportunity leader.
- Creates new material based on WTW business initiatives, value proposition and client/prospect requests.
- Provides guidance to opportunity owner and client team at outset of each RFP and pitch, identifying best approach to first draft templates content and offering strategic insight throughout ongoing content development.
- With the opportunity owner, reviews final draft of RFPs/pitches, executive summaries, team biographies, etc. before submission to the client/prospect ensuring WTW guidelines and standards are met/exceeded.
- Manages the proposal development process and timelines, including kick-off meetings, content planning, role assignments, proposal outlines, peer reviews and rehearsal preps.
- Performs necessary company and industry research in connection with client/prospect participating in the RFP/pitch to help with content strategy and customization.
- Ensure accurate and timely responses to requests from other corporate services (e.g., Compliance, Technology, Supplier Diversity)
- Ensure consistency in tone, branding, and messaging across all proposal materials, collaborating closely with graphic designers for impactful visuals.
- Utilize proposal team technology databases to streamline the proposal process, leveraging templates and content for efficiency and consistency.
- Maintain editorial control to ensure proposals are professional, persuasive, and reflect the company’s value proposition.
- Support the Proposal Team Head of Strategy on strategic projects connected with large accounts growth activities, content development to increase brand awareness, and proposal team communications efforts.
Qualifications
Qualifications
- Bachelor’s Degree required; valid insurance broker license preferred but not required.
- Minimum of 5+ years of experience in professional services industry (risk & insurance or human capital preferred), client management, or a related field.
- Proven experience in managing the full lifecycle of RFP proposals, including strategic alignment, content development, and delivery.
- Demonstrates effective interpersonal and communication skills (verbal and written), proficiency in numerical analysis, and organizational capabilities.
- Familiarity with highly technical product and industry content and the ability to analyze and recommend strategies to deliver more impactful and succinct responses.
- Demonstrates strong attention to details.
- Excellent analytical, troubleshooting, organizational, and planning skills.
- Demonstrates ability with leading and supervising others.
- Ability to handle multiple projects and shifting priorities, organizing and prioritizing work and delegating effectively.
- Strong proficiency in Microsoft Office Suite (Outlook, Teams, Excel, Word, PowerPoint), with ability to learn new software (InDesign, Loopio, PowerBI).
- Professional designations such as CPCU, ARM, or equivalent are advantageous.
Compensation And Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $140,000-$160,000 USD per year. This role is also eligible for an annual short term incentive bonus
WTW Values & Behaviors
All colleagues are expected to adhere to and demonstrate our Company Values consistently in every internal and external experience. Our Company Values - Client Focus, Teamwork, Integrity, Respect and Excellence – are more than words. Living our values every day drives our success – they frame our approaches and ways of working and embed the behaviors that drive our performance.
Overall individual colleague performance is determined by achievement toward meeting annual goals/ objectives and demonstration of Company values through behaviors.
