Location Designation: Fully Remote

Group Benefit Solutions delivers comprehensive 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 being there 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:$60,500-$70,000

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 here to 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 theFoundation.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

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