• Own the end-to-end RFP response process, from initial intake through submission and follow-up • Maintain and manage the RFP calendar, tracking deadlines and coordinating resources across multiple concurrent proposals • Conduct go/no-go analysis for incoming RFPs, assessing strategic fit and win probability • Develop and maintain proposal templates, boilerplate content library, and response databases • Coordinate with Sales, Legal, Product, Engineering, Security, and Compliance teams to gather accurate, comprehensive responses • Write, edit, and refine proposal content to ensure clarity, accuracy, and alignment with customer requirements • Translate technical cybersecurity capabilities and legal terms into clear, persuasive language • Ensure all proposals maintain consistent messaging, branding, and compliance with company standards • Review and update standard security questionnaire responses, NDAs, and other routine documentation • Conduct quality reviews of all proposals before submission • Partner closely with Legal team members to ensure accurate representation of contractual terms, SLAs, and liability provisions • Maintain up-to-date knowledge of relevant compliance frameworks (SOC 2, ISO 27001, GDPR, CCPA, etc.) • Coordinate responses to security assessments and compliance questionnaires • Support contract negotiations by providing proposal-related documentation and clarifications • Continuously improve RFP response processes, tools, and timelines • Maintain a comprehensive knowledge base of product capabilities, security controls, and compliance certifications • Conduct win/loss analysis and implement lessons learned • Train team members on RFP best practices and tools • Track and report on RFP metrics, including volume, win rates, and response times

• Respond to RFPs and requests for information (RFIs), develop bids for proposals, statements of work, presentations, and other materials that support the Business Development organization • Review and challenge input from subject matter experts (SMEs) to ensure pricing strategy is fit for purpose and complements the overall operational delivery strategy • Review and maintain pricing metrics to ensure cross‑therapeutic consistency • Develop proposal‑specific commercial strategies for approval by pricing leadership • Work with Account Directors, Clinical and Operational teams to integrate pricing solutions into complete proposals and statements of work • Meet proposal deadlines by establishing priorities and target dates for information gathering, implementation, reviews, and approvals • Act as focal point for collection of pricing information from various sources • Work with SMEs to gather information and customize pricing solutions • Respond to routine and non‑routine inquiries in a timely and professional manner

Title: Associate, Request for Proposal Location: Charlotte, NC, US Workplace: Hybrid Department: Sales Management Job Description: Alternate Locations: Charlotte, NC (North Carolina); Radnor, PA (Pennsylvania) Company: Lincoln Financial Alternate Locations: Charlotte, NC (North Carolina); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 76044 The Role at a Glance We are excited to bring on a Request for Proposal Associate to join our Operations team supporting Workplace Solutions. Background Details 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 foundational product and services knowledge to support basic RFP and renewal responses that accurately and favorably represent Lincoln Financial Group’s offerings. You will work closely with members of the selling team and key subject matter experts to gather information, understand client needs, and support pre‑ and post‑sale activities. If this sounds like a role for you, please read on! What you'll be doing - You will support and promote change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility. - You will maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility. - You will perform and deliver on routine assignments/projects for their assigned area(s) of responsibility. - You will coordinate and perform basic pre and post-sale activities with subject matter experts to include Underwriting, Client Services, Implementation, etc. - You will collaborate with key internal/external stakeholders to gather and assess basic information needed to support renewal requests. - You will provide routine print and document management support within the RFP team & across GP Distribution and Account Management. - You will educate brokers on LFG service model, policies & procedures; refers service issues to appropriate avenues for resolution. - You will recommend basic process improvements to enhance current process, reduce redundancy & errors, and enhance the customer experience. - You will represent the Request for Proposal team for any special projects. 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) (Minimum Required) - 0 - 1+ Years experience with RFPs/RFIs that directly aligns with the specific responsibilities for this position (Required) - Ability to communicate effectively (verbal/written) - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook 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 $44,800 - $81,400 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. 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. 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. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Charlotte

Role Description We are seeking a talented individual to join our Strategic Bid Center at Mercer. This role will be remote and work from anywhere in the US. The role would involve managing live pursuit deliverables across Mercer's practices, with a focus on health and career proposals. - Lead the proposal writing process, crafting clear, persuasive, and tailored content that addresses client needs and showcases Mercer’s value proposition, primarily focusing on our Health & Career business. - Ensure compliance with client requirements and timely submissions, acting as a strategic advisor to consultants on positioning and messaging. - Leverage winning deal strategies to drive growth and succeed in high-impact proposals, coaching consulting teams on delivering the best of the firm. - Prepare finalist presentations to capture new business and maintain existing client relationships across industries. - Regularly update and manage the content proposal database to streamline future submissions and ensure access to the latest information and best practices. Qualifications - 7+ years of senior proposal management experience in professional services or a large/global multidisciplinary organization. - Extensive experience in working with and coaching multi-faceted teams to create client-facing presentations. - Proficiency in MS Office Suite (Word, Excel, PowerPoint). - Excellent organizational, interpersonal, verbal, and written communication skills, with a strong attention to detail. - Proven experience in leading complex, technically focused proposal (RFP response) opportunities. Requirements - APMP or project management certification. - Degree or certificate in communication, business, or a related field preferred. - Writing background. Benefits - Professional development opportunities. - Interesting work and supportive leaders. - A vibrant and inclusive culture. - A range of career opportunities. - Health and welfare benefits. - Tuition assistance. - 401K savings and other retirement programs. - Employee assistance programs.