Senior Proposal Leader

About this role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking a Senior Proposal Leader to join our growing team!

The Senior Proposal Leader leads the strategy, project management, development, and delivery of complex, high-value RFPs, RFIs, proposals, and finalist pursuits across Brown & Brown Retail. Operating as a senior pursuit partner, this role translates client priorities, evaluation criteria, competitive positioning, and internal capabilities into clear, compelling, customer-focused responses.
The Senior Proposal Leader owns assigned pursuits from kickoff through submission and closeout, orchestrating producers, Subject Matter Specialists (SMSs), Marketing/Design, Legal, Risk Management, and other contributors. The role provides senior-level quality oversight, supports proposal governance and content improvement, and serves as a coach and escalation resource for Proposal Managers and RFP team members. It bridges hands-on proposal execution and team leadership without duplicating the strategic governance and people-management accountability of the Senior Director.

How You Will Contribute:
Proposal Strategy & Pursuit Leadership

• Lead end-to-end development of complex, high-value and strategically important RFP, RFI, proposal, and finalist pursuits.

• Analyze solicitation requirements, customer priorities, evaluation criteria, competitive dynamics, and business objectives to shape the pursuit strategy.

• Develop win themes, value propositions, executive summaries, response strategies, and differentiated customer-focused messaging.

• Facilitate proposal kickoffs, strategy sessions, review meetings, and finalist preparation with clear ownership, milestones, and decision points.

• Advise producers and senior stakeholders on proposal approach, response structure, positioning, and areas requiring executive or specialist input.

• Integrate benchmarking, claims, financial, operational, service, and other supporting data into persuasive proposal narratives.
Project Management & Delivery

• Own the proposal workplan from intake and kickoff through drafting, review, approval, submission, and closeout.

• Manage multiple concurrent pursuits with competing deadlines while maintaining quality, responsiveness, and on-time delivery.

• Coordinate assignments, dependencies, reviews, approvals, and stakeholder contributions using established proposal workflows and tools.

• Proactively identify delivery risks, resource constraints, content gaps, and decision bottlenecks; escalate appropriately and recommend solutions.

• Maintain disciplined project records, status updates, and closeout information to support reporting, lessons learned, and future reuse.

• Support tier-based service delivery, applying the appropriate level of strategy, customization, design, governance, and review to each pursuit.
Cross-Functional & Executive Collaboration

• Serve as the central proposal partner across producers, SMSs, business leaders, Marketing/Design, Legal, Risk Management, and other contributors.

• Build accountability across pursuit teams by setting clear expectations, deadlines, review responsibilities, and approval requirements.

• Translate technical and specialist input into concise, accessible, customer-centric content while preserving accuracy and compliance.

• Support high-value finalist presentations, including story flow, presentation strategy, content development, speaker preparation, and rehearsal coordination.

• Develop strong working relationships across Employee Benefits, Property & Casualty, and Personal Lines while recognizing line-of-business nuances.
Quality, Governance & Content

• Perform senior-level reviews for responsiveness, strategic alignment, writing quality, consistency, brand standards, and compliance before submission.

• Use and help govern Loopio and other proposal-management tools, ensuring disciplined project setup, response mapping, content use, and closeout.

• Identify reusable content, proof points, differentiators, and lessons learned for incorporation into the centralized content library.

• Partner with content owners and Marketing/Design to improve templates, boilerplate, response frameworks, team materials, and proposal resources.

• Support peer-review standards and quality-control practices that create a consistent Brown & Brown voice while allowing appropriate customization.
Team Leadership, Coaching & Capability Building

• Act as a senior resource and day-to-day coach for Proposal Managers, RFP Specialists/Writers, and other proposal teammates.

• Mentor team members in project management, pursuit strategy, writing, stakeholder management, proposal technology, and business-development best practices.

• Support onboarding and training of new proposal teammates and contribute to playbooks, templates, checklists, and learning resources.

• Provide peer review, constructive feedback, and practical guidance on complex or challenging pursuits.

• Support workload visibility and resource planning by identifying capacity concerns and helping the Senior Director prioritize work.

• Lead or support special projects and workstreams that improve proposal effectiveness, scalability, and team capability.
Continuous Improvement & Innovation

• Participate in post-submission reviews, debriefs, and lessons-learned activities; translate findings into practical process or content improvements.

• Use proposal metrics, win/loss insights, stakeholder feedback, and operational data to identify opportunities to improve performance.

• Champion effective use of proposal technology, Microsoft 365, workflow tools, AI-enabled capabilities, and automation within approved governance standards.

• Monitor proposal best practices, market trends, and emerging tools that may improve quality, efficiency, collaboration, or client experience.
Skills & Experience to be Successful:

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