The Guardian Life Insurance Company of America
How long have you been a proposal manager/specialist/ writer?
Since April 2012.
How did you become involved with proposals?
I transitioned from a sales support role within my company into a proposal project management role
Do you work in a "corporate office" or "home office" environment?
I work from home and report to one our home offices in PA.
What do you like best about working in your current environment?
I enjoy being able to close off most distractions and focus on my work, when needed.
What do you like least about working in your current environment?
I miss the in-person relationships with co-workers that I had when working in the sales office.
What do you feel is the most challenging aspect of your job?
Managing several processes and cases at once; keeping up with several resources at once.
What shortcuts or helpful best practices about working with proposal teams could you share?
I try to use my knowledge of technology (spreadsheets, databases, web-based tech, etc.) to improve processes within the team.
Why/when did you join APMP?
To become certified and gain new knowledge and skills that I can apply to my profession.
What is your method for successfully working with your proposal teams?
Communication is key; I try to keep all involved parties in the loop so everyone is aware of the proposal progress.
Which type of proposals do you do most? Commercial, government or other?
I do a mix of commercial, government, and other types of proposals.