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Performs a variety of underwriting and sales support duties which may include:
Developing and delivering timely and accurate new business financial quotes and related proposal documentation.
Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation.
Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines.
Rating/Quoting Pre-Sale Support
Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting.
Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s .
Utilize Teams, Outlook, Word and Excel.
Process “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests.
Make corrections/revisions (rerate) as required.
Desk manage to meet all RFP turnaround times.
Meet set productivity and accuracy goals.
Update Quote tracking system (Salesforce) with all required RFP information.
Provide back-up coverage for other team members.
Assist with rating, proposing for other regions as needed.
Attend all scheduled, required training courses.
Work with mentor, supervisor, and manager to gain independence in job responsibilities.
Renewal and Inforce Case Level Support
Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations.
Coordinates the Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy.
Reviews and approves Rate Increase Compensation requests.
Handles correspondence with agents, field offices, brokers and policyholders.
Any other job-related duty as deemed appropriate by management.
Required Knowledge, Skills, Abilities and/or Related Experience
High School diploma or equivalent required. Associates and/or Bachelor’s Degree highly preferred.
One year employee benefits (or related) experience preferred.
Must be able to pass Excel testing
Strong basic mathematical skills are required.
Strong written and oral communication skills required.
Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.
Superior organization and project management skills are required.
Expertise in managing and creating Excel Spreadsheets.
Proficient computer skills required, including Word, Excel, Windows, Outlook and Teams.
Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals
A deadline/results orientation and extraordinary attention to detail
Basic customer service experience
Ability to Travel: None
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an 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 – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
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.
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