Request for Proposal Associate

Alternate Locations: Charlotte, NC (North Carolina); Omaha, NE (Nebraska)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 76795

The Role at a Glance

We are excited to bring on a Request for Proposal Associate to join our Operations team supporting Workplace Solutions!

The Request for Proposal team plays a critical role in supporting Lincoln Financial Group’s Group Protection business by partnering with sales, underwriting, and client service teams to deliver accurate and timely Request for Proposal (RFP) responses.

As an Associate, you will apply product & services knowledge to complete basic RFP responses that accurately and favorably represent LFG's products & services. You will position RFP responses based on discussions with selling team members to understand the client's needs. If this sounds like a role for you, please read on!

What you'll be doing

• You will support proposal and renewal activities by partnering with teams across Underwriting, Client Services, Implementation, and other key business areas.
• You will gather, assess, and organize information needed to support broker and customer requests.
• You will educate brokers on Lincoln's products, service model, policies, and processes while helping connect them to the right resources.
• You will provide document, print, and proposal support for the Request for Proposal (RFP) team and broader Group Protection organization.
• You will identify opportunities to improve processes, reduce inefficiencies, and enhance the customer experience.
• You will contribute to special projects, business initiatives, and change management efforts while staying current on industry trends and best practices.

What we’re looking for

Must-have experience (Required):

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• 0 - 1+ Years experience with RFPs/RFIs that directly aligns with the specific responsibilities for this position
• Ability to communicate effectively (verbal/written).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook

Nice-to have experience (Preferred):

• Experience responding to RFPs, RFIs, questionnaires, or other client-facing business communications.
• Familiarity with employee benefits, insurance, financial services, or related industries.
• Experience working with proposal management, content management, CRM, or workflow platforms (e.g., Salesforce, SharePoint, Qvidian/Responsive, or similar technologies).
• Familiarity with AI-enabled productivity tools, such as Microsoft Copilot, and an interest in leveraging emerging technologies to improve efficiency, quality, and customer outcomes.
• Demonstrated curiosity, adaptability, and a continuous improvement mindset, including a willingness to explore new technologies, automate routine tasks where appropriate, and identify opportunities to enhance processes while maintaining a human-in-the-loop approach to review and decision-making.

Application Deadline

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• Work arrangements that work for you

• Effective productivity/technology tools and training

The pay range for this position is $52,500 - $84,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at View email address on aiapply.co if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling View phone number on aiapply.co.

This Employer Participates in E-Verify. See the E-Verify notices.

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