National Client Executive - Southeast Region

Reliance-Matrix; Atlanta (GA); Hybrid; USD 94,000 - 126,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Medical plans

Health Savings Account

Dental coverage

Vision coverage

Life Insurance

Disability Insurance

Parental Leave

Adoption Assistance

Hybrid work

Tuition Reimbursement

PTO

Volunteer days

Employee Assistance Program

Job summary

Reliance Matrix is seeking a National Client Executive to oversee the end-to-end client experience for large national accounts. You will lead a team of professionals, manage complex client relationships, and leverage service capabilities to exceed expectations.

The role demands expertise in disability, life, FML, state leaves, and ADA, with a focus on retention, renewals, and profitable growth. Strong analytics, negotiation, and cross-functional collaboration are essential.

Qualifications

• Bachelor’s degree in business or related field.
• 5+ years of group insurance client management experience.
• Group Life and Health licenses required.
• MS Office proficiency (Outlook, Word, Excel, PowerPoint).
• Strong analytical and problem solving skills.
• Excellent presentation and written/verbal communication skills.
• Ability to multi-task and meet deadlines.
• Experience negotiating complex contracts.
• Experience in client management, sales or underwriting.
• At least 3 years in group insurance including absence management, disability, leaves and life insurance.

Responsibilities

• Drive client renewal strategy for premier client base with input from sales/practice leaders.
• Proactively identify and execute cross-sell opportunities across lines of business.
• Lead merger/divestiture activities with clients for smooth transitions.
• Negotiate complex performance guarantees.
• Analyze client data and discuss downstream impacts of plan changes.
• Develop and implement annual client strategies for persistency and growth.
• Provide ad-hoc reporting and data analysis for brokers and clients.
• Support clients with system changes (HRIS, payroll, vendors).

Skills

Client relationship management

Analytical thinking

Problem solving

Cross-functional collaboration

Communication skills

Negotiation

Time management

Presentation skills

Adaptability

Sales or underwriting experience

Education

Bachelor’s degree in business or related field

Tools

MS Office (Outlook, Word, Excel, PowerPoint)

Job description

Job Responsibilities and RequirementsThe 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 sellingDrives 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 DevelopmentDevelops 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 ManagementProven 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 ExperienceBachelor’s Degree (BS/BA) – Business or related5+ years of group insurance experience servicing clients/ client managementGroup Life and Health License(s) requiredKnowledge of MS Office applications required including Outlook, Word, Excel, and PowerPointSelf-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 deadlinesDemonstrates -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 (Atlanta, GA). 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 OfferAt 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.Our Benefits:An annual performance bonus for all team membersGenerous 401(k) company match that is immediately vestedA 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 AccountMultiple options for dental and vision coverageCompany provided Life & Disability Insurance to ensure financial protection when you need it mostFamily friendly benefits including Paid Parental Leave & Adoption AssistanceHybrid work arrangements for eligible rolesTuition Reimbursement and Continuing Professional EducationPaid 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 ProgramAbility to connect with colleagues around the country through our Employee Resource Group programOur Values:IntegrityEmpowermentCompassionCollaborationFunEEO StatementReliance 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-Hybrid #LI-MR2