Reliance MatrixRemote
Middle Market Client Manager
United States of America
Full Time
4 hours ago
$69,000 - $86,000 USD
Visa Sponsor
Key skills
Group insurance client managementState insurance licenseConsultingMicrosoft ExcelMicrosoft WordMicrosoft PowerPointFinancial aptitudeCommunicationCollaborationNegotiationSales
About this role
Reliance Matrix is a company that focuses on providing insurance solutions, and they are seeking a Middle Market Client Manager. This role serves as the primary contact for a portfolio of middle market clients, providing expert guidance on benefit plans and ensuring operational excellence through proactive engagement and collaboration.
Responsibilities:
- Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution
- Build and maintain positive client relationships through regular meetings and proactive communication
- Educate clients on company processes, policies, procedures, and web services; keep clients and brokers informed of product and service enhancements
- Collaborate with implementation teams to ensure smooth transitions from implementation to ongoing client management
- Oversee compliance with performance guarantees and contractual obligations
- Present claims experience reporting and relevant data to clients
- Work with sales representatives to identify up-sell and cross-sell opportunities and develop re-enrollment strategies
- Coordinate and negotiate renewals for assigned clients, communicating client needs and risks
- Participate in RFP reviews and finalist presentations as needed
- Work closely with internal departments (billing, underwriting, claims) to ensure seamless operations and client satisfaction
- Apply organizational skills to manage multiple priorities and deliver quality service
- Identify and address process, policy, or technology issues impacting client satisfaction; implement solutions in partnership with the Regional Service Manager
- Participate in departmental and organization-wide projects and committees to enhance service and efficiency
Requirements:
- Associate's degree required
- Minimum 2 years of group insurance client management experience
- State insurance license required
- Strong customer service, consulting, negotiation, and communication skills
- Proficiency in Excel, Word, and PowerPoint
- Ability to work independently and adapt to change
- Financial aptitude and analytical skills
- Bachelor's degree preferred