National Client Executive

Job Responsibilities

• Deliver on promises and fully leverage service capabilities to exceed expectations and solve client needs.
• Review financial metrics, retention, and growth of assigned clients.
• Serve as a subject matter expert on Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA.
• Drive client renewal strategy with input from sales and/or practice leaders.
• Grow the company’s top consulting base through comprehensive service and direct assistance.
• Lead finalist meetings with large teams, including complex solution discussions.
• Proactively identify and execute cross-sell opportunities.
• Manage merger and divestiture activities to ensure smooth transitions.
• Manage and negotiate complex performance guarantees.
• Drive client conversations around potential downstream effects of changes to plans.
• Achieve or exceed assigned metrics for service, client persistency, implementations, and customer satisfaction.
• Develop and manage annual client strategies for persistency and profitable growth.
• Interpret and deliver client data in relation to benchmark data.
• Provide suggested strategies for the client’s future based on client data and industry trends.
• Work closely with the Regional Sales Office, Implementation Manager, and internal support resources to develop an effective and efficient strategy and workflow for new and existing business.
• Manage high-level relationships with client and broker decision-makers.
• Achieve or exceed assigned metrics for client persistency, new customer/product implementations, and customer satisfaction.
• Implement new business and prepare for renewal situations.
• Perform deep analysis of raw data to identify trends and create solutions.
• Create ad-hoc and customized reporting for top brokers and clients.
• Support clients for system (HRIS, payroll, vendor) changes, which typically involve high levels of complexity.

Requirements

• Bachelor’s Degree (BS/BA) in Business or related field.
• 5+ years of group insurance experience servicing clients/client management.
• Group Life and Health License(s) required.
• Knowledge of MS Office applications including Outlook, Word, Excel, and PowerPoint.
• Self-motivated with the ability to manage own work.
• Champions company and department vision and goals; drives client adherence to initiatives.
• Excellent presentation and written/verbal communication skills.
• Prioritizes daily responsibilities by discerning urgent needs and escalating as needed.
• Experience in negotiating complex contracts and agreements.
• Highly adaptable with the ability to learn and grow in an ever-changing environment.
• At least 3 years of group insurance experience, absence management, disability, leave, and life insurance.
• Client management, sales, or underwriting experience.

Benefits

Annual performance bonus
Generous 401(k) company match that is immediately vested
Choice of three medical plans (including prescription drug coverage) to suit unique needs
Multiple options for dental and vision coverage
Company-provided Life & Disability Insurance for financial protection
Family-friendly benefits including Paid Parental Leave & Adoption Assistance
Hybrid work arrangements for eligible roles
Tuition reimbursement and continuing professional education
Paid Time Off (PTO) starting at 20 days per year, plus nine company-paid holidays
Volunteer days, community partnerships, and Employee Assistance Program
Employee Resource Group program for connecting with colleagues around the country

What We Offer

Competitive pay package
A range of benefits to support team members’ financial, physical, and mental wellbeing

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.