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

Work location may be flexible if approved by the Company.

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 :

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council
Our Values :
• Integrity
• Integrity
• Empowerment
• Compassion
• Collaboration

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.

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Last updated : 2024-06-15