The Sr. RFP & Proposal Writer manages the RFP process, collaborates with teams, and supports sales initiatives to secure new business and retain clients.
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The RFP & Proposal Writer will report to the Sr. Manager, Sales Operations in the Sales - Health & Benefits Department. This role is responsible for providing sales support, market analysis and prospecting assistance to sales teams and leadership to drive growth and ensure an overall positive customer experience. Manages complex proposal RFP (REQUEST FOR PROPOSAL) generation with appropriate areas of the organization. Leads the appraisals/reviews and identifies missing information and compiles questions, investigates, and resolves issues. Generates, oversees, and completes complex proposals, questionnaires, and RFP requests by collaborating with colleagues across the organization, and with our external partners and clients. Leads proposal appraisal and review activities, identifies missing information, compiles questions, and investigates and resolves proposal issues. The ability to personally manage various priorities and meet deadlines, or achieve work requirements ahead of schedule, is a must. The importance of service excellence for our internal and external partners amidst a fast-paced, dynamic work environment is critical for overall success in this role.• Provides sales support to our sales teams and leadership.• Manages and supports efforts that drive enterprise target goals.• Ensures an overall positive internal and external customer experience.• Manages high-volume RFP proposal generation. • Possesses the ability to effectively manage job responsibilities in a dynamic work environment; both as a sole contributor and a team contributor.• Meets deadlines by optimizing enterprise collaboration. • Effectively uses technologies such as Salesforce and Loopio• Leads review and appraisal activities. • Other duties as assigned.
Preferred Qualifications
Years of Experience: • 2-4 years of experience in handling administrative and technical tasks supporting a sales team . Degree: • Bachelor's degree in business, Healthcare, Communications, or related field . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature • Ability to work effectively and efficiently as a solid team collaborator and individual contributor. • Strong relationship building skills required with a passion for servicing internal and external clients.• Advanced organizational skills with a drive to respect and meet challenging deadlines.• An affinity for accuracy and efficiency • Proficiency with Microsoft applications • Strong verbal and written communication skills, including grammar proficiencies. • An aptitude for prioritization and multi-tasking • A drive to learn and apply new concepts quickly. • Experience with Salesforce CRM (Customer Relationship Management) preferred.
Compensation & Benefits
$58,000-$68,000 per year
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The RFP & Proposal Writer will report to the Sr. Manager, Sales Operations in the Sales - Health & Benefits Department. This role is responsible for providing sales support, market analysis and prospecting assistance to sales teams and leadership to drive growth and ensure an overall positive customer experience. Manages complex proposal RFP (REQUEST FOR PROPOSAL) generation with appropriate areas of the organization. Leads the appraisals/reviews and identifies missing information and compiles questions, investigates, and resolves issues. Generates, oversees, and completes complex proposals, questionnaires, and RFP requests by collaborating with colleagues across the organization, and with our external partners and clients. Leads proposal appraisal and review activities, identifies missing information, compiles questions, and investigates and resolves proposal issues. The ability to personally manage various priorities and meet deadlines, or achieve work requirements ahead of schedule, is a must. The importance of service excellence for our internal and external partners amidst a fast-paced, dynamic work environment is critical for overall success in this role.• Provides sales support to our sales teams and leadership.• Manages and supports efforts that drive enterprise target goals.• Ensures an overall positive internal and external customer experience.• Manages high-volume RFP proposal generation. • Possesses the ability to effectively manage job responsibilities in a dynamic work environment; both as a sole contributor and a team contributor.• Meets deadlines by optimizing enterprise collaboration. • Effectively uses technologies such as Salesforce and Loopio• Leads review and appraisal activities. • Other duties as assigned.
Preferred Qualifications
Years of Experience: • 2-4 years of experience in handling administrative and technical tasks supporting a sales team . Degree: • Bachelor's degree in business, Healthcare, Communications, or related field . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature • Ability to work effectively and efficiently as a solid team collaborator and individual contributor. • Strong relationship building skills required with a passion for servicing internal and external clients.• Advanced organizational skills with a drive to respect and meet challenging deadlines.• An affinity for accuracy and efficiency • Proficiency with Microsoft applications • Strong verbal and written communication skills, including grammar proficiencies. • An aptitude for prioritization and multi-tasking • A drive to learn and apply new concepts quickly. • Experience with Salesforce CRM (Customer Relationship Management) preferred.
Compensation & Benefits
$58,000-$68,000 per year
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