rfp specialist resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Client Service professional with extensive experience in the Request for Proposal process along with Defined Contribution and Defined Benefit Plan administration. Excellent communication, interpersonal and follow through skills. Build and maintain strong working relationships with internal and external partners. Managing resources, timeframes, and multiple priorities while creating partnerships to achieve aggressive client goals. Proficient in providing strategic consultative support and guidance to clients and internal partners through the RFP process and Client Service management Excellence in supervising and training Plan Administrators regarding benefit plans and implementation of client curriculums; managing and coaching team members Management of acquisitions, divestitures, and communications associated with employee benefit modifications Productive project management and best practice methodology 2011 and 2012 Outstanding Top Box Gallup Results award winner
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
RFP Specialist, 04/2013 to 07/2017
Epiq Systems, Inc.Denver, CO,
  • Support sales strategy to achieve sales goals through the Request for Proposal process.
  • Provide customized responses to improve key messaging for specific market segments.
  • Streamline the RFP process for maximum productivity & efficiency; suggest optional products and services; adherence to timelines for maximum productivity.
  • Focus on client retention from a rebid perspective; increase sales "win" ratio through improved customized and/or refreshed database responses and suggesting alternatives.
  • Provide leadership to junior writers in team writing situations.
  • Continued awareness of industry changes; build industry knowledge.
Client Service Consultant, 01/2000 to 01/2012
, ,
  • Management of three Signature Service Clients; six plans - $1.9 Billion in assets; 29,000 participants.
  • Retirement Service Center/Client Services Liaison and member of the RSC/CS Leader Forum Team.
  • Post Migration Record Keeping System project management.
  • Mergers and Acquisitions: Signature Service client 2012 Merger - 4,000 participants with $204 Million in assets; Signature Service client 2003-2010 - 50+ acquisitions and divestitures.
  • Built and implemented a calculation spreadsheet for a client managing an issue for their Plan.
  • Created and presented a Sponsor Reporting process and procedure document for a client transitioning to the new record keeping system.
Senior Benefits Administrator, 01/1989 to 01/2000
Bok Financial Corp.Bowling Green, KY,
  • Proficiency in design and layout of employee benefit communications.
  • Presentation of benefit materials to large employee audiences; new plan design features and the effects of benefits upon a location divestiture.
  • Implementation of legal plan documents and Summary Plan Descriptions including design, maintenance, and regulatory compliance.
  • Ability to communicate and influence decision making on the corporate and plant level with management and union representatives.
  • PeopleSoft Pension Module Functional Specialist - 18 month project management position.
  • PeopleSoft Benefits, Payroll, and Pension Administration system experience.
Education and Training
: , Expected in to - ,
Microsoft Office Systems products, Adobe Acrobat, Lotus Notes, Outlook, Qvidian proposal software, Microsoft Dynamics, WyStar Defined Contribution Recordkeeping System, FileNet Attended Winona State University - Winona, Minnesota; Studied Political Science, Public Administration, Sociology, and Mass Communications
Activities and Honors
Code of Ethics, Fair Labor Standards, Bank Secrecy Act, Affirmative Action, Managing Risk, Retirement Fraud Protection; Reporting Suspected Financial Abuse Additional training in: Coaching and Counseling Employee Engagement through Coaching Career Development for Managers Deal Team Sales training and implementation Working with Difficult People Building Loyalty through Exceptional Service
acquisitions, Adobe Acrobat, Streamline, Benefits, Client, Clients, database, decision making, features, FileNet, Focus, Functional, layout, leadership, legal, regulatory compliance, Lotus Notes, managing, market, materials, Mergers and Acquisitions, messaging, Microsoft Dynamics, Microsoft Office, Outlook, win, Migration, Payroll, PeopleSoft, project management, Proposal, Record Keeping, Reporting, RFP, sales, spreadsheet, strategy

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Job Titles Held:

  • RFP Specialist
  • Client Service Consultant
  • Senior Benefits Administrator


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