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Reliance Matrix · 2 weeks ago

Regional Disability Practice Leader

Philadelphia, PA

Full-time

Hybrid

Senior Level

$98K/yr - $131K/yr

5+ years exp

Reliance Matrix is seeking a Regional Disability Practice Leader to provide large case technical support and drive sales expertise within their Integrated Employee Benefits program. The role involves managing producer relationships, developing market strategies, and delivering training to enhance the sales team's effectiveness.

Employee BenefitsFinancial ServicesInsuranceMental HealthRetirement

Responsibilities

Designated Sales leader for large market Absence RFP’s for the designated region

Development of key national and regional Producers in market. Including in-person and virtual product, capabilities, industry training, and client strategy meetings for the expansion of the Producer partnership

Primary Producer relationship management for key Absence Practice Leaders (National and Regional) in market

Support with National Account Management, where necessary, in development of ongoing client strategy for cross sales and renewals. Partner on client escalations in support of Producer relationship

Design and deliver training for producers/consultant training forums

Provide technical and product support to key producers as need

Works with sales leadership and team to develop case specific strategy for large market proposal requests

Support Finance and Underwriting Departments in analyzing and interpret RFP data for fee and underwriting pricing adequacy of both middle market and large market opportunities

Supports (RFP) proposal evaluation and response through understanding customer needs and overall opportunity to the company

Supports custom response, where necessary to respond to unique needs of customer

Responsible for the engagement of the producer throughout the process

Design, develop, and facilitate team selling strategy for finalist presentations

Trainer, educator, and coach for all sales representatives in the region

Support in the design and delivery of 'thought leadership' pieces in the market

Internal facilitator between departments for all large case prospects

Maintain and leverage Salesforce as the primary source of truth for sales team

All other duties as assigned by management

Qualification

Large group disability salesAbsence management knowledgeBrokerConsultant managementMarket facing presentationsSalesforce proficiencyTrainingCoachingVerbal communicationWritten communication

Required

Relevant Bachelor's Degree or equivalent experience required

Minimum 5 years related experience in large group disability sales or sale support

Excellent verbal and written communication skills

Extensive knowledge in absence management, FMLA, ADA and other compliance related services

Experience in managing complex Broker and Consultant relationships

Experience in development and delivery of market facing presentations

Ability to Travel: Up to 50%

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