Proposal Consultant II

The Proposal Consultant II is responsible for developing, writing, and editing proposal responses of moderate to advanced complexity across self-insured, government, and managed care lines of business. This role supports both prospective and existing clients throughout the procurement lifecycle—from RFP release to award—by crafting compelling, client-specific responses that highlight the organization’s value proposition.

Proposal Management
• Analyze RFPs and RFIs to identify key requirements, risks, and response strategies.
• Lead internal communications for each proposal project:
• Host kickoff calls.
• Maintain project documentation in SharePoint.
• Coordinate with internal stakeholders to gather inputs.
• Utilize proposal databases and internal processes to research and draft responses.
• Write clear, persuasive, and tailored content that addresses client-specific needs and differentiates the organization.
Content Development & Review
• Conduct and participate in color team reviews to ensure quality and compliance.
• Collaborate with proposal managers and sales to incorporate edits and finalize responses.
• Coordinate with underwriting to integrate pricing and financial data into proposals.
• Create supporting materials such as:
• Implementation schedules
• Flowcharts
• Sample communications
• Report packages
Quality Assurance & Submission
• Proofread and perform quality checks to ensure accuracy and completeness.
• Ensure timely submission of proposals in the required format (Word, Excel, or third-party platforms).
• Work with production teams to prepare printed and electronic deliverables, ensuring compliance with RFP specifications.
Process Improvement & Knowledge Management
• Contribute to continuous improvement of proposal processes and tools.
• Submit new or updated content to the proposal database.
• Maintain accurate records in CRM and support analytics teams as needed.
Client & Team Support
• Provide proposal support to clients and business partners as needed while working directly with the sales department.
• Assist in onboarding and training new team members.
• Support internal processes post-award to facilitate contract preparation.


• Location & Schedule:
• Remote role
• Must work CST or PST hours (Mon–Fri, 8 AM–5 PM)
• Can live anywhere in the U.S.
10% quarterly bonus

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

• Bachelor’s degree (BS/BA) or equivalent combination of education and experience.
• Must have PBM (Pharmacy Benefit Management) experience writing proposals
• Experience with government, self-insured, commercial, or managed care proposals
• Minimum 5 years of relevant experience, including at least 2 years as a subject matter expert (SME) in applicable areas.
• Proven ability to analyze, interpret, and respond to complex RFPs and RFIs.
• Experience managing multiple, concurrent proposal projects with competing deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, SharePoint).
• Familiarity with proposal automation software (preferred).
• Strong written and verbal communication skills.
• Ability to lead internal communications and collaborate with cross-functional teams including sales, underwriting, and SMEs.
• Demonstrated ability to manage internal and external client relationships with professionalism and responsiveness.
• Handle up to 6 proposals at a time
• Must be comfortable working on multiple proposals simultaneously

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.