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Assistant Proposal Specialist

Date Posted: Jan 11, 2022

Location: Bridgewater, NJ, US, 8807 Aurora, IL, US, 60504

Company: MetLife

Role Value Proposition:


Coordinates workflow and provides support in the creation of timely, accurate, thorough, professional, and fully developed proposals for employer groups with 5,000+ employees.


Candidates must demonstrate strong organizational, project management, writing and communication skills, and the ability to work on multiple tasks simultaneously.  Previous experience in the employee benefits marketplace and/or knowledge of the proposal process a plus.


Key Responsibilities:


  • Performs the mechanical aspects of proposal production including intake, word processing, assembly, presentation, packaging, and shipping independently or with other team members.
  • Creates and maintains case file templates by market segment to maximize efficiency in proposal production.
  • Interfaces with Sales, Product Partners and Customer Units to ensure consistent and up to date information is utilized at all times. 
  • Contributes to the maintenance and enhancement of proposal tools and resources. 
  • Handles the RFP intake process, reviews submitted files for completeness, announces assignment, coordinates and schedules strategy calls, data entry of opportunities and reporting.
  • Handles a variety of customer/prospect related projects as needed.
  • Evaluate individual RFPs to determine appropriate reporting requests.
  • Creation of accurate and timely reports by product, segment and/or initiative.
    Manages internal partnerships.
  • Participates in training programs; engages in the development of procedures and guidelines to enhance the RFP process and communicates these internally.
  • Identifies and implements process changes to gain efficiencies and improve workflows; plays a lead role in piloting new processes and services related to our acquisition process; participates in project management groups.
  • Performs other related duties as assigned or required.


Essential Business Experience and Technical Skills:


  • 1+ years of experience in the proposal process or equivalent transferrable background in insurance or financial services.
  • Strong writing and project management skills.
  • Excellent time management and other organizational skills.
  • Strong analytical and research skills.
  • Ability to problem solve and think outside of the box when there is no clear-cut answer.
  • Effective relationship building capabilities.
  • PC skills and proficiency with common business software.



  • Bachelor's Degree preferred.


MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine's 2021 list of the "World's Most Admired Companies." 


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.



We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.



MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.


MetLife maintains a drug-free workplace.