Proposal Strategist
5 months ago
Hybrid / Group Insurance / Writing_
Are you experienced and knowledgeable in group insurance?
Has your aptitude for teamwork made you a pillar and key resource person for your colleagues?
**Your responsibilities**
- Work on group insurance proposals assigned to you, following the processes in place:
- Analyze and interpret the requests and requirements of the proposal
- Participate in the launch meeting
- Develop a personalized response strategy
- In collaboration with various stakeholders, ensure the proper management of proposals, while respecting deadlines
- Draft concise, high-quality documents
- Follow the approval and review processes
- Ensure that proposals highlight iA Financial Group’s distinctive services and are competitive and accurate
- Work closely with internal stakeholders throughout the service offer process
- Monitor market trends and continuously improve iA Financial Group’s service offers, writing standards and offer promotion practices
- Working with the team, maintain and update the content library
- When required, ensure quality control of your peers’ group insurance service offers (audit)
- When required, participate in feedback meetings for all proposals, whether won or lost
- Comply with iA Financial Group’s editorial and visual identity standards
**Your profile**
- 5 to 8 years of group insurance experience
- Excellent writing skills in French and English and ability to write compelling service offers
- Ability to influence others plus excellent communication, leadership and negotiation skills to facilitate meetings with key stakeholders
- Experience preparing service offers and knowledge of the proposal process
- Ability to prioritize, multi-task and perform under pressure
- Attention to detail
- Strong team spirit to help meet team-wide service offer challenges
- Ability to communicate the status of service offers to key stakeholders
- Willingness to work outside normal working hours at times to ensure deadlines are met for major or large-scale service offers
- Excellent command (advanced) of MS Excel (complex spreadsheets), MS Word and Adobe Acrobat (PDF)
**We offer**
- An inviting workplace and flexible hours
- A complete package of employee benefits
- Career advancement within a growing company
- A dynamic and dedicated team
**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.
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