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Job Responsibilities and Requirements
The Pre-Sale Specialist I is responsible for supporting the sales organization in developing and delivering timely and accurate new business financial quotes, as well as related proposal materials for small to mid-size cases.
Quoting Operations
Performs assigned tasks related to all aspects of pre-sale and new business quoting.
Rates and proposes all assigned request for proposals (RFP’s) to include but not limited to life, disability, voluntary, dental, and vision RFP’s.
Processes Decline to Quotes (DTQ’s) and Clear to Quotes (CTQ’s) requests from other regions.
As necessary, set-up of new RFP’s and tracking.
Provides back-up coverage for other sales support individuals when need arises due to extended absences, turnover, and general workload balancing.
Attend all scheduled, required trainings
Work with mentor, team lead, and manager to gain independence in job responsibilities
General Office Responsibilities
Special office projects, as needed.
As necessary, assists in coordinating large copy / print jobs.
Relationship Management
Develops and maintains cooperative partnerships with Administrative Office Departments and works closely to ensure effective communication with Regional Sales Staff, brokers, and home (administrative) office counterparts.
Interacts with third party vendors off and on shore as appropriate.
Participates in basic conversations with Underwriting to relay rating and RFP information.
Communicates with sales representatives and counterparts with regard to workloads and prioritization.
Required Knowledge, Skills, Abilities and / or Related Experience
Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals
Knowledge of core MS Office applications (Word, Excel)
A deadline / results orientation and extraordinary attention to detail
Basic math skills
Basic customer service experience
Verbal and written communication skills
Ability to Travel : None
What We Offer
At Reliance Matrix, we believe that creating a more diverse, equitable and inclusive culture allows us to realize more of our potential.
And we can’t do this without our most important asset you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits :
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation.
We assure you that your opportunity for employment depends solely on your qualifications.
LI-Hybrid #LI-LN1
Last updated : 2024-06-14
Full Time
$73k-98k (estimate)
06/16/2024
06/18/2024