National Client Executive Central Region

Reliance Standard Life Insurance Company; Addison (TX); Presencial; USD 94.000 - 126.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual performance bonus

401(k) company match

Medical plans (multiple options)

Health Savings Account contribution

Dental and vision coverage

Life & Disability Insurance

Paid Time Off (PTO)

Descripción de la vacante

Reliance Matrix is seeking a National Client Executive in Addison, TX to own the client experience for national accounts and lead a high-impact team. You will manage relationships, review metrics, and act as a subject matter expert across Disability, Life, FML, leaves, and ADA.

The role emphasizes retention, growth, and strategic client planning. You will collaborate with sales and practice leaders, navigate complex contracts, and identify cross-sell opportunities to strengthen the company’s top

Formación

• Bachelor’s Degree (BS/BA) – Business or related 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.
• Excellent presentation and written/verbal communication skills.
• Experience in negotiating complex contracts and agreements.

Responsabilidades

• Own all aspects of the client experience for assigned national clients and manage the overall client relationship.
• Lead a team to deliver on promises and leverage service capabilities to exceed expectations.
• Review financial metrics, retention, and growth of the assigned block.
• Serve as subject matter expert on Disability, Life, FML, Leaves, and ADA for clients.
• Develop strategic plans to grow top clients and cross-sell additional lines of business.

Conocimientos

Client management

Negotiation

Presentation skills

Analytical thinking

Cross-functional collaboration

Customer service orientation

Self-motivated

Problem solving

Educación

Bachelor’s Degree (BS/BA) – Business or related

Herramientas

MS Office Suite

Descripción del empleo

Job Responsibilities and Requirements

The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.

As the lead of a team of professionals, they will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom client needs.

They will review the financial metrics, retention and growth of the assigned block.

The National Client Executive will serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA. Typical group size is 2000+ lives.

Retention/Cross selling Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. Provides comprehensive service and directly assists in profitably growing the company’s top consulting base. Leads finalist meetings typically with large teams and can include navigating complex solution discussions.

Proactively identifies and executes cross sell opportunities (additional lines of business). Manages merger and divesture activities with clients to ensure smooth transitions. Manages and negotiates complex performance guarantees. Drives client conversations around potential downstream effects of certain changes to plan. Achieves or exceeds assigned metrics (such as service, client persistency, implementations and customer satisfaction).

Strategy Development Develops an effective, efficient strategy and workflow for growing the existing book of business of the company’s top clients. Develops and manages annual client strategies to ensure persistency and profitable growth. Interprets and delivers client data in relationship to benchmark data. Provides suggested strategies for the client’s future based on client data and industry trends. Typically, these strategies require a high level of customization. Works closely with the Regional Sales Office, Implementation Manager, and internal support resources in order to develop an effective and efficient strategy and workflow for new and existing business.

Process & Relationship Management Proven ability to manage high level relationships with client and broker decision-makers. Achieves or exceeds assigned metrics for client persistency, new customer/product implementations, and customer satisfaction. Works effectively with all functional departments to implement new business and prepares for renewal situations. Performs deep analysis of raw data to identify trends and create solutions. Develops ad-hoc and customized reporting for top brokers and clients. Provides support to clients for system (HRIS, payroll, vendor) changes. This support typically entails a high level of complexity.

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor’s Degree (BS/BA) – Business or related 5+ years of group insurance experience servicing clients/ client management


• Group Life and Health License(s) required


• Knowledge of MS Office applications required including Outlook, Word, Excel, and PowerPoint


• Self-motivated with the ability and manage own work.


• Consistently champions company and department vision and goals; drives client adherence to initiatives.


• Excellent presentation and written/verbal communication skills.


• Proven ability to multi-task, manage tight deadlines


• Demonstrates -strong analytical and problem solving skills.


• High level of customer service orientation.


• Ability to manage responsibilities with limited supervision, work autonomously


• Ability to prioritize daily responsibilities by readily discerning the urgent needs, escalates as needed.


• Experience in negotiating complex contracts and agreements.


• Highly Adaptable with an 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.


• As well as experience in client management, sales or underwriting.

The expected hiring range for this position is $94,090.00 - $125,610.00 annually for work performed in the primary location (Addison, TX). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. 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.

• 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

• Sustainable Performance


• Continuous Improvement


• Customer Experience


• Collaboration


• Empowerment


• Sense of Community

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.

#LI-Remote #LI-MR2 Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world.

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