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Remote Rfp Consultant Jobs in California (NOW HIRING)

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Senior Enterprise Launch Manager

Palo Alto, CA · On-site +1

... and RFP's * Collaborate with Sales, Product, Operations, Travel Experience/Support, Consulting ... Develop tailored training programs including hosting remote or on site training, creating training ...

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Remote Rfp Consultant information

What is a remote RFP consultant?

Remote RFP Consultants are professionals who specialize in managing and responding to Requests for Proposals (RFPs) for organizations, while working from a remote location. They help businesses identify opportunities, draft compelling proposals, and ensure that submissions meet all requirements and deadlines. These consultants often work with clients in various industries to improve their chances of winning contracts by leveraging their expertise in proposal strategy, compliance, and project management. Their remote role allows them to serve clients across different regions efficiently.

What are the key skills and qualifications needed to thrive as a remote RFP consultant?

To thrive as a Remote RFP Consultant, you need expertise in proposal writing, project management, and a strong understanding of procurement processes, often supported by a background in business, communications, or a related field. Familiarity with RFP management software (such as RFPIO or Loopio), CRM systems, and proficiency in Microsoft Office are typically required. Exceptional written communication, attention to detail, and the ability to collaborate virtually are crucial soft skills for this role. These skills ensure the creation of compelling, compliant proposals and effective coordination with remote teams, ultimately increasing win rates for clients.

What are the main challenges faced by remote RFP consultants, and how can they be overcome?

Remote RFP Consultants often encounter challenges such as coordinating with cross-functional teams across different time zones, managing tight deadlines, and ensuring clarity in communication without face-to-face meetings. To overcome these, it's important to use collaborative tools for project management, establish clear communication channels, and set regular check-ins with stakeholders. Staying organized and proactive in gathering information can help mitigate delays and improve the overall quality of RFP responses.

What is the difference between Remote Rfp Consultant vs Remote Proposal Writer?

AspectRemote Rfp ConsultantRemote Proposal Writer
CredentialsExperience in RFP processes, industry-specific knowledgeStrong writing skills, proposal development experience
Work EnvironmentConsults with clients, analyzes RFPs, advises on strategyPrepares and writes proposals based on RFP requirements
Industry UsageCommon in government, corporate, and nonprofit sectorsUsed across similar sectors for proposal creation
Search IntentLooking for strategic RFP consulting servicesSearching for proposal writing jobs or services

While both roles involve working with RFPs, a Remote Rfp Consultant provides strategic advice and analysis, whereas a Remote Proposal Writer focuses on creating the actual proposal documents. The consultant guides clients through the RFP process, while the writer executes the writing based on provided information.

What are the most commonly searched types of Rfp Consultant jobs in California?

The most popular types of Rfp Consultant jobs in California are:

What cities in California are hiring for Remote Rfp Consultant jobs?

Cities in California with the most Remote Rfp Consultant job openings:

Remote Rfp Consultant jobs near you

Employee Benefits Senior Account Manager

Foundation Risk Partners

Valencia, CA • On-site, Remote

Full-time

Medical, Dental, Vision, Life

Posted 16 days ago

Key responsibilities

  • Manage the client life-cycle deliverables to ensure the retention and growth of client accounts.

  • Execute on day-to-day service activities for all lines of coverage and products, including client onboarding, support, and renewal processes.

  • Research, respond to, and resolve client inquiries and service-related issues independently.

Foundation Risk Partners rating

8.5

Company rating: 8.5 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

110th of 315 rated insurance

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Senior Account Manager to their LBW team in Valencia, CA. 
This role can be on-site or hybrid only. This role is not available for fully remote. 

Job Summary:
The Senior Account Manager is an experienced/technically proficient client-facing position that is responsible for supporting Sales, Account Management and Underwriting (the Team) with the development of the overall strategic plan and for driving the successful delivery of the day-to-day service-related activities to retain/grow assigned client accounts (Book of Business). 

Key Responsibilities: 

  • Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). 
  • With guidance and supervision, work on client related deliverables of increasing complexity. 
  • Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. 
  • Identify and declare area of focus/subject matter expertise. 

Essential Duties: 

  • As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by:
    • Understand a client's goals/objectives and develop a multi-year strategic plan (roadmap)
    • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
    • Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle  
    • Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails(i.e., setting agendas and appropriate internal/external follow-up)
    • Prepare standard and ad-hoc reports and other client related projects (as needed)
    • Developing, cultivating and maintaining strong client/vendor relationships 
  • At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides).   
  • Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. 
  • Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. 
  • In order to identify/overcome gaps, create and periodically review/update/manage Internal Account Plan. 
  • Interact with carriers and vendors on behalf of the client and the team. 
  • Ability to identify and leverage resources appropriate for upsell opportunities. 
  • Develop new and creative benefit solutions with guidance. 

Education & Experience:

  • Bachelor's Degree preferred. 
  • 7+ years of prior practical account management experience with a health and welfare carrier or broker is required. 
  • Current and active California Life & Health License is required. 

Competencies & Qualifications: 

  • Knowledge of health and welfare plans, including medical, dental, vision, STD and LTD insurance.
  • Ability to interpret client's current coverage plan, identify gaps, and recommend opportunities to expand lines of coverage.
  • Ability to prepare RFP and have knowledge of the insurance marketplace.
  • Ability to market new and existing clients.
  • Excellent presentation skills, includes use of Excel and PowerPoint.
  • Experience navigating and quoting in quoting systems.
  • Experience working in AMS360 (preferred).
  • Ease/Employee Navigator (preferred).
  • As needed, must be able to drive to client locations and deliver OE and education presentations.
  • Bilingual English/Spanish preferred.

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