Who We Are

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Who are you?

The Proposal Coordinator role is vital to ensuring the successful development of proposals, supporting the team in delivering compelling documents that meet client expectations while fostering a collaborative work environment. The Proposal Coordinator will be responsible for supporting the Proposal Team Lead in the development and production of RFP and RFI projects. This role requires attention to detail, strong organization skills, and the ability to collaborate effectively with team members and US Proposal Managers to produce high-quality proposal documents that meet client/broker/consultant requirements.

In this role you will wear many hats, but your knowledge will be essential in the following:  

1. Proposal Development Support:

a. Assist in the preparation and formatting of proposal documents, ensuring compliance with client/broker/consultant specifications and organizational standards

b. Organize and maintain proposal content and resources for easy access by team members.

2. Collaboration:

a. Work closely with the Proposal Team Lead and US Proposal Managers to gather necessary information and insights for proposal development.

b. Participate in proposal strategy meetings and contribute ideas to enhance proposal quality.

3. Quality Control:

a. Review proposal drafts for clarity, consistency, and adherence to guidelines, providing feedback as needed.

b. Ensure all proposals are free of errors and meet handoff deadlines.

4. Project Management:

a. Track proposal timelines, deadlines and key milestones, updating the team on progress and any potential issues.

b. Assist in coordinating meetings and communications among team members and stakeholders.

5. Research and Analysis:

a. Conduct research on industry trends, client needs, and competitive landscape to inform proposal strategies.

b. Gather and compile relevant data and case studies to strengthen proposal content.

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

What you bring to the Personify Health Team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

• Bachelor’s degree in Business Administration, Communications, Marketing, or a related field is preferred.
• TPA and Well-Being experience preferred
• Understanding of selling cycle and stages – commercial experience
• Strong project management and sensitive timeline management skills required

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

• Basic understanding of proposal development processes, including RFP and RFI management
• Strong written and verbal communication skills with the ability to convey information clearly
• Proficiency in Microsoft Office Suite and familiarity with proposal management tools and software (eg: Loopio)
• Strong organizational skills with the ability to manage multiple tasks and deadlines effectively
• Ability to work collaboratively in a team environment and communicate with diverse stakeholders.
• Attention to detail with a commitment to producing high-quality work.

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.