New York Life Insurance Company Logo

New York Life Insurance Company

Associate, Proposal Writer

Posted 10 Hours Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in New York, NY
65K-90K Annually
Junior
In-Office or Remote
Hiring Remotely in New York, NY
65K-90K Annually
Junior
The Proposal Associate supports proposal development for client responses, assisting with content preparation, project tracking, and stakeholder coordination while ensuring quality and timely submissions.
The summary above was generated by AI
Location Designation: Fully Remote
Group Benefit Solutions deliverscomprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of beingthere when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.
Position Summary
The Proposal Associate supports the development and delivery of client proposal responses by preparing content, assisting with project tracking, and coordinating inputs from internal stakeholders. This role helps ensure the quality and timely submission of proposals by following established templates and procedures. Working under moderate supervision, the Proposal Coordinator performs assigned tasks that contribute to the success of the Group Benefit Solutions (GBS) proposal team.
Key Responsibilities
Proposal Support
- Assist in preparing responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and other client questionnaires.
- Populate proposal templates with approved and standardized content.
- Proofread and format content to ensure consistency, grammar, and brand alignment.
- Ensure proposal documents meet submission requirements and deadlines.
Project Coordination
- Track proposal timelines, deliverables, and review cycles using established project management tools.
- Coordinate with sales, product, legal, and compliance teams to gather required input for responses.
- Support proposal kick-off and review meetings by distributing materials and capturing action items.
Content Maintenance
- Help maintain the proposal content library (e.g., Qvidian) by tagging, organizing, and updating pre-approved responses.
- Follow version control and naming conventions for content files.
Process Improvement
- Suggest basic improvements to templates, content formatting, or team workflows when identified.
- Assist in documenting team processes and checklists.
Qualifications
Required
- Bachelor's degree or equivalent combination of education and experience.
- 1-2 years of experience in a business writing, marketing, or administrative support role.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Basic familiarity with proposal tools or project tracking systems (training available).
- Strong attention to detail, organizational skills, and written communication abilities.
Preferred
- Exposure to insurance, financial services, or healthcare industries.
- Familiarity with Qvidian, Smartsheet, or similar tools.
- Coursework or training in marketing communications or proposal development.
Core Competencies
- Attention to Detail: Carefully reviews work to ensure accuracy and completeness.
- Organization: Effectively manages time and tracks deliverables.
- Team Collaboration: Works well with colleagues and seeks input when needed.
- Learning Agility: Willingness to learn new tools and processes.
Pay Transparency
Salary range: $64,500-$90,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location.In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 93050
#GBS

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
Qvidian
Smartsheet

Similar Jobs at New York Life Insurance Company

3 Days Ago
In-Office or Remote
New York, NY, USA
100K-125K Annually
Mid level
100K-125K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Evaluate life insurance applications to determine approval, decline, or need for additional information, following established guidelines and protocols.
Top Skills: Data Entry SystemsPaperless Workflow
7 Days Ago
In-Office or Remote
New York, NY, USA
40K-57K Annually
Junior
40K-57K Annually
Junior
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The position involves handling calls, providing customer service, assisting with operations, and identifying process improvements in a fast-paced environment.
Top Skills: EnvestnetMS OfficeWealthscape
11 Days Ago
In-Office or Remote
New York, NY, USA
88K-126K Annually
Mid level
88K-126K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Senior Associate - Financial Modeling Technician role involves configuring and executing Prophet jobs, maintaining model input data, and collaborating with actuarial and IT teams to enhance financial modeling operations.
Top Skills: Fis Prophet SuiteExcelVBAWord

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account