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Project Proposal Coordinator - Regulatory Insurance Consulting

Company: RSM
Location: Farmington
Posted on: June 12, 2021

Job Description:

Risk & Regulatory Consulting, LLC

Project Proposal Coordinator

Position Description: The Project Management Associate position is primarily responsible for supporting the proposal function to facilitate the timely completion of proposals and deliverables. You will also be responsible for performing conflict of interest background checks and participate in various projects for management, including data analysis and presentations.

Responsibilities will include:

  • Assist in the initial proposal document (may include response to formal RFPs and RFQs as well as requests for information proposals).
  • Assist in monitoring proposal opportunities and identifying opportunities for the practice to pursue.
  • Write key sections that need to be customized and assemble boilerplate and technical information from various appropriate sources; edit entire document to produce working and rough drafts (could apply to proposals or presentations)
  • Ensure message quality, format, and content meet the stated objective and are consistent with firm wide strategy and communication guidelines
  • Perform conflict checks and maintain required file documentation
  • Assist in the maintenance of vendor procurement websites with current data
  • Assist with contract comparisons, noting differences in contracts and summarizing for partners
  • Participate in the client acceptance process which requires tracking, compliance components and communicating with stakeholders to obtain necessary information
  • Perform other duties as assigned or requested.


  • Associates degree in Accounting, Finance, Consulting, Administration
  • 5+ years relevant experience in a professional services firm preferred
  • Proficiency in the Microsoft Windows environment and Office applications: Word, Excel, PowerPoint, SharePoint and OneDrive
  • Strong Word and Excel is a must including formatting, filters, V-look ups and pivot tables
  • Effective organization and time management skills
  • Proven application of critical thinking and analytics
  • Ability to work in a team environment with a variety of professionals - but at the same time work independently, with minimal supervision
  • Detail-oriented; creative and independent thinker focused on quality.
  • Organization skills: able to prioritize tasks, manage a large number of multi-stage projects and complete them in a timely fashion
  • Experience using market research tools, particularly Internet-based applications
  • Excellent verbal and written communications skills, including presentation expertise

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Keywords: RSM, Farmington , Project Proposal Coordinator - Regulatory Insurance Consulting, Other , Farmington, New Mexico

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