Senior Proposal Specialist

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Date Posted: May 10, 2023

Location(s): Remote, US, 0

Company: MetLife

Job Location: Remote/Virtual, US


Role Value Proposition: 

This role supports both the Regional Market and National Accounts Proposal Teams in the creation of timely, accurate, thorough, professional, and fully developed proposals. 


Key Responsibilities:  

  • Provides high quality, professional proposal packages to sales by delivering timely, accurate, well-worded, concise, thorough, and fully developed responses to exchange Requests for Proposals (RFPs). 
  • Provides focused and accurate case-specific responses for inclusion in proposal packages by accessing question and answer databases, conducting research with product and functional experts, and scripting responses to inquiries. 
  • Contributes to the acquisition of new business by understanding exchange sales’ strategies and providing proposal packages that support the strategies and client needs. 
  • Provides superior service to customers, brokers, and sales by supporting the significant role that a timely and well packaged proposal response plays in making exchange sales. 
  • Coordinates the preparation and delivery of information required from other internal areas to be used in proposal packages; ensure that delivery is timely and information provided is accurate and responsive to the customer needs. 
  • Protects MetLife's legal position by making sure all information in proposal packages accurately reflects current capabilities and complies with legal and regulatory guidelines and requirements. 
  • Monitors exchange workflow, assigns new cases, and balances staffing and proficiency levels within the proposal function; plays a proactive role in identifying unique staffing needs and putting plans in place to handle work volumes during peak production times. 
  • Ensures proposal quality through assurance reviews; uses reviews to identify trends, training needs, and opportunities for improvement; provides input to management on skills and competencies of personnel. 
  • Participates in training programs; engages in the development of procedures and guidelines to enhance the exchange RFP process and communicates these internally. 
  • Engages with marketing, product and growth strategies to ensure proposal material and the database is accurate and up-to-date; works with marketing to maintain and update the database. 
  • Develops and maintains in-depth expertise in exchange model strategies and group products including new product introductions and non-traditional product areas such as voluntary benefits to serve as a proposal resource to the sales force and administrative units. 
  • 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. 
  • Provides critical resource support to the administrative units during peak seasons through involvement in interdisciplinary functions, including implementation of new business, account management, contract preparation and review, and underwriting. 
  • Assist Manager with quality reviews and mentor teammates on the RFP process.
  • Performs other related duties as assigned or required.


Essential Business Experience and Technical Skills:


  • Bachelor’s degree
  • 3-5 years of relevant business experience

Business Category

US Business

Number of Openings



At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.



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.


The wage range for applicants for this position is 54,200 to 85,000. This role is also eligible for annual short-term incentive compensation. MetLife offers a comprehensive benefits program, including healthcare benefits, life insurance, retirement benefits, parental leave, legal plan services and paid time off. All incentives and benefits are subject to the applicable plan terms.


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.