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Reliance Matrix · 1 day ago

Sales Enablement Associate

Phoenix, AZ

Full-time

Hybrid

Entry Level

$24.48/hr - $30.61/hr

2+ years exp

Reliance Matrix is a company focused on group insurance solutions, and they are seeking a Sales Enablement Associate to support their sales organization. The role involves coordinating the quoting process, managing relationships with distribution partners, and ensuring accurate proposal materials are delivered.

Employee BenefitsFinancial ServicesInsuranceMental HealthRetirement

Responsibilities

Support all aspects of the pre-sale and new business quoting process by coordinating with internal teams and ensuring timely and accurate delivery of quote materials

Facilitate the completion of assigned requests for proposals (RFPs) across product lines including life, disability, voluntary, and supplemental health, by gathering necessary information and collaborating with pricing and underwriting teams

Assist in the holistic pricing of group insurance cases by ensuring alignment with strategic pricing and underwriting guidelines, without directly performing rating functions

Conduct quality checks and support audit processes for quote accuracy, coordinating with rating teams to address corrections or revisions as needed

Coordinate final rating and take-to-sold activities by ensuring all required documentation and approvals are in place

Process “Decline to Quote” (DTQ) and “Clear to Quote” (CTQ) requests from other regions by facilitating communication and documentation flow

Set up and track new RFPs in internal systems to ensure visibility and timely follow-up

Provide back-up support for other sales support team members during absences or periods of high volume

Conduct follow-up communications with field sales representatives and distribution partners to ensure quotes are delivered appropriately and on time

Assist users with Reliance Matrix quoting platforms and tools by offering guidance, troubleshooting, and training support

Participate in required training sessions to stay current on systems, processes, and product knowledge

Serve as a responsive and knowledgeable point of contact for a key strategic distribution partner, ensuring timely communication and resolution of inquiries

Demonstrate a strong understanding of Reliance Matrix’s group insurance contracts and clearly articulate product features and differences compared to competitors

Provide ongoing support, training, and education to the partner’s team, fostering a collaborative and service-oriented relationship

Act as a trusted advisor to the partner, helping navigate quoting tools, product options, and case strategy

Collaborate with internal stakeholders to ensure partner needs are met and feedback is incorporated into process improvements

Support sales and service of Group Products to producers within the assigned territory, contributing to achievement of sales goals by line of business

Assist in the development and engagement of brokers within the territory

Adhere to established Field and Home Office administrative procedures and underwriting guidelines

Provide service to policyholders and brokers as necessary

Develop and maintain cooperative partnerships with Administrative Office Departments and ensure effective communication with Regional Sales Staff, distribution partners, brokers, and/or home office counterparts

Participate in conversations with Underwriting to relay rating and RFP information, discuss cases, and offer recommendations and solutions

Communicate with sales representatives, management, and counterparts regarding workloads and prioritization

Qualification

Group insurance pricingQuoting process managementRFP coordinationLife/Health licenseMS Office proficiencyCustomer serviceMath skillsVerbal communicationWritten communicationAttention to detail

Required

Associates Degree (AS/AA), Bachelors Preferred

Minimum 2-3 years of experience in a fast-paced, high volume and deadline-oriented environment. Minimum of 1 year experience Rating/Quoting/Pre-Sale Specialist work

Life/Health license a plus

Ability to develop and maintain proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals

Experience and proficient in the areas of administration, data processing and general clerical support

Proficiency with MS Office applications (Word, Excel, Teams, PowerPoint)

A deadline/results orientation and extraordinary attention to detail

Excellent math skills

Basic customer service experience

Verbal and written communication skills

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