Senior Manager - Insurance Presales & Solutions

Job Description

Senior Presales Consultant - Pan India

Domain: Insurance Presales & Solutions

Grade: C2/Senior Manager

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Job Responsibilities:

• Prepare a winning solution for the fulfill the requirements of the client 
  • Requirement Understanding, Data Gathering & Solution Design
    • Engage with the customers, understand and interpret their needs correctly, and churn out a proposal with a solution that is aligned with the customers' demands/requirements
    • Engage with clients or sales team to understand the purpose of the proposal, the requirements and expectations of the client
    • Lead and prepare the RFP/RFI/RFQ responses and presentations. Write, edit and finalize each section of a proposal, ensuring the content matches the RFP
    • Ensure RFP instructions pertaining to format, fonts, page limits, etc. are being followed along with internal branding guidelines
    • Performs final electronic layout and formatting as well as production of hard copies as required
    • Follow up with sales team post submission of RFP response
  • Co-ordination and Support to Internal Teams 
    • Coordinates with partners to request and collect relevant data and inputs or other narratives to respond to proposal requirements
    • Work with sales team proactively and provide support for 2nd and 3rd level customer meetings. 
    • Prepare a list of questions and of information/material needed to create the proposal
    • Include standard or approved proposal language for legal sections according to company policy 
    • Write the proposal and/or coordinate with team members to ensure each section is written in a consistent format and completed according to the RFP instructions
    • Work with internal marketing team and external vendors for the purpose of proposal creation
    • Support the marketing team and create specific client dockets, collaterals, mailers etc. 
    • Support the demand generating team of the marketing department by providing them lists of the accounts, stakeholders etc. that can be targeted.

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• Effective Project Management 
  • Effectively and efficiently plan, organize, lead and control the delivery of the final solution/proposal/document
  • Prepare a work plan that lists the tasks required to create the proposal, such as design, writing, editing, review and production
  • Uses strong interpersonal, organizational, and time management skills to juggle multiple tasks with differing deadlines to consistently produce the document
  • Collaborate and influence internal key stakeholders to get relevant data within the specified timeline to ensure relevant data in plugged into the solution
  • Ensure promptness and compliance of proposals by creating and managing proposal calendars, compliance checklists, compliance matrices, trackers, etc.
  • Oversees collection and completion of all proposal components (technical, cost, management, annexes) working in collaboration with internal teams, as well as partners.
  • Follow up with relevant stakeholders/teams to get feedback and revisions and ensure that the proposal development stays on schedule. 
  • Update the sales team and other stakeholders on a regular basis on the progress of the proposal
• Stakeholder Interaction & Management 
  • Work with internal teams and get relevant data/inputs for preparing documents such as RFP responses, capability demonstrations, client presentations and collaterals, participating in the customer calls to sell solutions etc. 
  • Collaborate with relevant stakeholders/teams to get feedback and make revisions to ensure that the proposal stays relevant to the needs throughout various proposal stages
  • Ensures communication among all parties throughout the proposal process
  • Identifies bottlenecks in the process escalating accordingly to higher level, as necessary, to ensure timetable and deliverables remain on track
  • Reach out to the below mentioned internal teams during proposal creation:
     

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