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Specialist - Proposal Specialist

2 months ago

Mumbai, India Marsh McLennan Full time

Mercer is seeking candidates for the following position based in the Mumbai office:


Specialist – Proposal Specialist


What can you expect?

Sales Enablement CoE supports various Mercer businesses worldwide primarily across Proposal & Bid Management, Client Research and Creative Services. As a part of the Proposal & Bid Management support, the CoE teams are responsible for end-to-end management of bids and winning more business for key Mercer businesses, which include – UK Wealth & Health, Ireland Wealth and OCIO. The purpose of this role is to provide bid support and produce high quality RFP responses for Mercer’s UK Health business.


What is in it for you?

  • Employee friendly policies
  • Health care and insurance
  • Healthy Work life balance
  • A great working environment
  • Future career opportunities across a global organisation


We will count on you to:

Support administration of the proposal and bid process and manage communication with all relevant stakeholders. The incumbent will be a collaborator and coordinator who will work with sales leaders, consultants, and bid teams to aid revenue generation for the business. You will help define and shape our responses, resulting in impactful and high-quality content to communicate winning differentiators. You will also collaborate with the development of a bid library and effective processes.

The candidate is expected to demonstrate knowledge of the bid lifecycle, preferably for international stakeholders; supporting the delivery of high value bids. The candidate is also expected to understand cultural sensitivities and business needs of the operating companies to deliver high quality bids. You will be required to:

  • Build knowledge and understanding of: Employee Benefits solutions and delivering them via a SaaS platform; the expectations, service offerings and strategic priorities of client organisations
  • Develop competence and familiarity with the Mercer bid management methodology
  • Review RFPs and other client material to gain complete understanding of client requirements
  • Assist in the project management of RFI/RFP submissions- working to project timelines, coordinating with internal/ external stakeholders and facilitating meetings
  • Coordinate with the bid team throughout the RFI/RFP process
  • Liaise with key members of the project team to obtain the information required to compile the bid to develop unique, compelling client value propositions and proposal messaging as per inputs from sales and delivery teams against agreed timelines
  • Work closely with the bid manager and bid team to resolve open items during the proposal development process
  • Gather and research information in support of the development of winning executive summaries
  • Work closely with graphic designers to create visuals and graphics in accordance with Mercer brand guidelines that support messaging, including template cover designs and other graphics and illustrations
  • Hold master drafts of proposals, incorporating edits and changes and sending out revised drafts to the pursuit team
  • Assist with the development of templates, improved systems and processes for measuring bid success
  • Carry out content management activities, including collecting and updating content for proposal database and extracting best practice content


What you need to have:

  • Graduate in Science, Technology, Engineering or Mathematics would be preferred
  • 4-6 years of experience in a pre-sales/ proposal writing, bid management environment
  • Experience of working as a part of bid teams in a professional services environment
  • Strong written and verbal communication required
  • Proficient in Microsoft Word, PowerPoint and Excel
  • Strong customer service focus
  • Business writing ability with strong grammar and proofreading/ editing skills


What makes you stand out?

  • Experience on sales lifecycle and content/proposal management tools would be preferred
  • Experience in bidding for SaaS providers
  • Experience of directly dealing with senior internal stakeholders preferred
  • Analytical and problem solving skills



Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.