Dedicated proposal professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
22
22
years of professional experience
Work History
Director, Proposal Development
Imagine360, LLC
02.2023 - Current
Created proposal team structure including job descriptions, proposal process, procedures and policies
Developed team goals and tracking mechanisms to improve productivity and performance
Provided guidance in developing proposal strategy and responses
Hired, trained and mentored new proposal team members.
Worked closely with organizational leadership to guide operational strategy
Associate Director, Proposal Development – Public Sector and Strategic Commercial
Optum Rx, Inc.
03.2022 - 01.2023
Set team direction, resolved problems and provided guidance to members of team consisting of a business development manager, four proposal project managers and two proposal writers within the Public Sector and Strategic Commercial team
Adapted departmental plans and priorities to address business and operational challenges
Managed team assignments and workflow for the team
Mentor and train new hires for the Public Sector and Strategic Commercial team.
Proposal Project Manager, Team Lead
Optum Rx, Inc.
07.2021 - 03.2022
Coordinate proposal activities for proposals and their follow-up opportunities for new and existing large national complex clients and public/government entities requesting self-funded pharmacy benefit management services and EGWP programs
Work closely with sales, proposal team members and company subject matter experts to tailor responses to meet prospective clients' needs and company interests
Manage proposal team members and develop timelines to meet proposal deadlines
Mentored and trained new departmental Proposal Project Managers
Serve as a back-up resource for management to assign projects and assist team members with researching outstanding issues impeding the completion of proposals.
Proposal Project Manager
Optum Rx, Inc.
10.2013 - 07.2021
Coordinate proposal activities for over 300 proposals and their follow-up opportunities for new and existing large national complex clients and public/government entities requesting self-funded pharmacy benefit management services and EGWP programs
Work closely with sales, proposal team members and company subject matter experts to tailor responses to meet prospective clients' needs and company interests
Manage proposal team members and develop timelines to meet proposal deadlines
Mentored and trained new departmental Proposal Project Managers.
Proposal Coordinator
Mutual Health Services
10.2012 - 10.2013
Managed the marketing department which includes the quoting of new and renewal business for Third Party Administration (TPA) including stop-loss, medical, pharmacy and wellness programs
During proposal process, worked closely with sales team and department managers within Mutual Health Services and its parent company to develop responses
Developed and wrote multiple policies and procedures to ensure a smooth transition of new business
Created reporting to track workload and project status updates
Main point of contact for all outside vendors such as stop-loss, pharmacy, wellness and medical vendors.
RFP Writer
Envision Pharmaceutical Services, Inc.
09.2008 - 09.2012
Wrote over 250 proposal responses regarding pharmacy management benefit services including Medicare Part D, Medicaid and EGWP services
During proposal process, worked closely with sales team and department managers to develop responses
Wrote and edited the responses and supporting documents contained within the proposal response
Created informational database with industry and company statistics, policies, procedures and program element descriptions
Reported on RFP statistics and status information
Mentored and trained new departmental writers.
Senior Proposal Analyst
Nationwide Better Health
05.2007 - 09.2008
Wrote over 100 proposal responses for disease management and health promotion products
During proposal process, researched the prospective client, coordinated with department managers to develop responses and wrote and edited the responses and supporting documents contained within proposal response
Created answer database with industry and company statistics, policies, procedures and program element descriptions.
Proposal Specialist
Cole Managed Vision
09.2001 - 09.2003
Wrote over 75 proposals in response to requests for vision insurance
Create supporting documents for proposals including: surveys, GeoNetwork analysis reports, marketing pieces and executive summaries
Support database of vision statistics through researching the Internet and medical journals
Mentored and trained new departmental writers.
Education
Master of Organizational Leadership
Malone University
Canton, OH
Bachelor of Arts - Marketing Management
The University of Akron
Akron, OH
Skills
Project Management
Staff Development
Project Coordination
Process Improvement
Content Development
Microsoft Word
Outlook
Excel
Publisher
PowerPoint
Salesforcecom
SharePoint
Qvidian
RFPIO
Microsoft Teams
Other industry-specific programs
Affiliations
The Association of Proposal Management Professionals (APMP)
Timeline
Director, Proposal Development
Imagine360, LLC
02.2023 - Current
Associate Director, Proposal Development – Public Sector and Strategic Commercial