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
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Performs assigned tasks related to all aspects of pre-sale and new business quoting.
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Rates and proposes all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary, dental, and vision RFP’s.
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Processes “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests from other regions.
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As necessary, set-up of new RFP’s and tracking.
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Provides back-up coverage for other sales support individuals when need arises due to extended absences, turnover, and general workload balancing.
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Attend all scheduled, required trainings
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Work with mentor, team lead, and manager to gain independence in job responsibilities
General Office Responsibilities
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Special office projects, as needed.
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As necessary, assists in coordinating large copy/print jobs.
Relationship Management
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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.
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Interacts with third party vendors off and on shore as appropriate.
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Participates in basic conversations with Underwriting to relay rating and RFP information.
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Communicates with sales representatives and counterparts with regard to workloads and prioritization.
Required Knowledge, Skills, Abilities and/or Related Experience
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High School Diploma
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Minimum 0 to 1 year of experience in a fast-paced, high volume and deadline-oriented environment
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Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals
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Knowledge of core MS Office applications (Word, Excel)
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A deadline/results orientation and extraordinary attention to detail
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Basic math skills
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Basic customer service experience
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Verbal and written communication skills
Ability to Travel: None
The expected hiring range for this position is $19.41 - $24.25 hourly for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.
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
- Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council
Our Values:
- Integrity
- Empowerment
- Compassion
- Collaboration
- Fun
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
What We Do
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions.
Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work.
We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care.
We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance.
We offer a seamless member experience customized to each individual’s need
and event.
We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience.
We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world.
In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
