RFX Specialist

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. 

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale. 

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. 

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India. 

The RFX Specialist is a member of the Solution Consulting organization and supports Vertafore's proposal response process by coordinating Requests for Proposal (RFPs), Requests for Information (RFIs), security questionnaires, due diligence requests, and other sales support documentation across Agency, MGA, and Carrier solution portfolios.

Reporting to the VP, Solution Consulting, this role partners closely with Sales, Solution Consulting, Product Management, Security, Legal, Compliance, Customer Success, and other cross-functional teams to develop and deliver high-quality proposal responses that support revenue growth and improve sales effectiveness.

The RFX Specialist also serves as the primary content administrator for Vertafore's proposal management platform (Ombud), maintaining the proposal content library, organizing reusable response content, and supporting continuous improvements that increase proposal quality, consistency, and efficiency.

Essential job functions include but are not limited to the following:

• →Coordinate the end-to-end proposal response process for RFPs, RFIs, security questionnaires, due diligence requests, and other sales support documentation.
• →Manage proposal timelines, priorities, deliverables, and submission deadlines across multiple concurrent opportunities.
• →Coordinate with Solution Consulting, Product Management, Security, Legal, Compliance, Customer Success, and Sales to gather, review, and finalize proposal responses.
• →Develop clear, accurate, well-written, and customer-focused proposal responses aligned with Vertafore's products, solutions, and messaging.
• →Ensure proposal submissions meet quality standards, customer requirements, and established deadlines.
• →Serve as the primary content administrator for Vertafore's proposal management platform (Ombud).
• →Maintain and organize the proposal content library within Ombud, ensuring approved content remains accurate, current, and easily accessible.
• →Create and update standardized proposal responses, templates, and reusable content to improve consistency and reduce response time.
• →Coordinate periodic content reviews with subject matter experts to ensure proposal content reflects current product functionality, security standards, and corporate messaging.
• →Utilize available automation and AI capabilities within Ombud to improve proposal efficiency and content quality.
• →Track proposal metrics, content usage, and response activity to support continuous process improvements.
• →Build strong working relationships across business functions to facilitate collaboration and timely proposal completion.
• →Provide regular status updates and reporting to Solution Consulting leadership on proposal activities and deadlines.
• →Support additional solution consulting and proposal-related initiatives as assigned.

• Exceptional written communication, editing, and proofreading skills with the ability to translate technical information into clear, customer-friendly language.
• Strong organizational and time management skills with the ability to manage multiple projects and deadlines simultaneously.
• Excellent project coordination skills with strong attention to detail and follow-through.
• Strong interpersonal and relationship-building skills with the ability to work effectively across multiple teams and departments.
• Process-oriented mindset with the ability to follow established workflows while identifying opportunities for continuous improvement.
• Ability to manage competing priorities in a fast-paced environment while maintaining accuracy and quality.
• Strong analytical and problem-solving skills.
• Ability to quickly learn new products, technologies, and business processes.
• Experience using Microsoft Office Suite and collaboration tools.
• Experience with proposal management software or knowledge management platforms is preferred.