Research & Proposal Specialist

Job Classification:

The Research and Proposal Specialist is a part of the Group Insurance Employer Business Segments division. The Proposal Specialist be accountable for managing and executing Requests for Proposals (RFPs) and Requests for Information (RFIs) for our Premier/middle market customers (100-4,999 employees) working with our Sales and Account Management teams — and may assist Sr. Proposal Specialists with proposals as needed. This will include effectively writing clear, concise, client focused, and compelling responses that effectively position Prudential's group insurance products and employee benefit solutions to address customers’ needs. This professional will typically work independently within the team and collaborate with business partners, including Sales/Account Management, Underwriting, and Subject Matter Experts across the company to ensure a high-quality, personalized RFPs.

This role has no formal supervisory responsibility.

Responsibilities:

• Manages proposal intake process for the broader team.
• Understands relationships with Strategic Producers, owns assigned firm templates, and leads assigned firm standard RFPs.
• Develops working relationships with sales/account mgmt. and UW associates aligned to their assigned proposals to prioritize and deliver quality RFP responses for the less complex requests.
• Focus on the Low/Med chances of winning business with less complexity.
• Develops custom proposal content through adapting boilerplate content and collaborating with Sales/Account Management, Underwriting, Marketing, and other subject matter experts to deliver high quality RFP questionnaires.
• As needed, supports Premier Sr Research & Proposal writers.
• Communicates and coordinates effectively with other members of the Proposal Unit and GI to ensure timely completion of all proposal documents.
• Exercises judgment in applying procedures or addressing unusual problem situations
• Supports process improvement activities as well as other projects.
• Assesses issues and coordinates resolution with other members of the organization.
• Identifies and escalates complex issues as appropriate.
• Uses project management skills to ensure all deliverables are completed on time.

Qualifications

• 3-5 yrs. financial services business experience or related
• Foundational knowledge of group insurance products/group insurance experience a plus
• Knowledge of Outlook, Microsoft Excel, and Word
• Project management experience a plus
• Strong written and oral communication skills
• Team player, creative, organized and detail oriented
• Ability to manage multiple priorities
• Flexibility and responsiveness to change
• Ability to work independently as well as in a team environment
• Bachelors degree or equivalent work experience preferred
• Previous proposal or like experience
• Association of Proposal Management Professionals (APMP) certification a plus or willingness to get certified

• Note : Prudential is required by Colorado law to include the salary range for this role when hiring a Colorado resident. Salary range specific to Colorado: $61,600-8,500 + discretionary incentive bonus + benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodations.hw@prudential.com .

Please note that the above number and email are solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.