Current jobs related to Client Account Specialist II - Philadelphia, Pennsylvania - Reliance Matrix
-
Account Specialist II
4 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeAccount Specialist II RoleAon is seeking a highly skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As an Account Specialist II, you will play a critical role in assisting Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients, and undertaking client-facing and...
-
Account Specialist II
3 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeAbout the RoleAon is seeking a highly skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As an Account Specialist II, you will play a critical role in managing key processes that serve clients, including complex clients, and undertaking client-facing and internal activities related to these processes.Key...
-
Account Specialist II
3 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeAbout the RoleAon is seeking a highly skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As an Account Specialist II, you will play a critical role in managing key processes that serve clients, including complex clients, and undertaking client-facing and internal activities related to these processes.Key...
-
Account Specialist II
2 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeEmpowering Results for Our ClientsAon is seeking a highly skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As a key member of our team, you will assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients and undertaking client-facing and internal activities...
-
Account Specialist II
2 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeAbout the RoleAon is seeking a highly skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As a key member of our team, you will be responsible for assisting Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients, and undertaking client-facing and internal activities...
-
Insurance Account Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeAccount Specialist II - PhiladelphiaAon is seeking a skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As a key member of our team, you will assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients and undertaking client-facing and internal activities related...
-
IIS Data Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Health Federation of Philadelphia Full timeJob SummaryThe Health Federation of Philadelphia is seeking a skilled Data Specialist to join our Immunization Program team. As a Data Specialist, you will play a critical role in ensuring the accuracy and integrity of immunization data in the PhilaVax Immunization Information System (IIS).Responsibilities:Deduplicate patient records in the IIS to ensure...
-
Accounting Specialist
4 weeks ago
Philadelphia, Pennsylvania, United States Beacon Hill Staffing Group, LLC Full timeJob SummaryWe are seeking a highly skilled Accounting Specialist to join our team at Beacon Hill Staffing Group, LLC. As an Accounting Specialist, you will be responsible for providing financial support to our clients, including processing payments, managing accounts, and preparing financial documents.Key Responsibilities:Process and post client payments to...
-
Account Specialist
4 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeAccount Specialist Role at AonAon is seeking a skilled Account Specialist to join our commercial risk team in Philadelphia, PA. As an Account Specialist, you will assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients and undertaking client-facing and internal activities related to these...
-
Client Service Representative II
2 weeks ago
Philadelphia, Pennsylvania, United States Canon U.S.A., Inc. Full timeAbout the RoleAs a Client Service Representative II at Canon Solutions America, Inc., you will be responsible for providing exceptional customer service and support to our clients. This role requires advanced proficiency in site operations and procedures, with the ability to assign tasks to colleagues and manage responsibilities within the team.Main...
-
Accounting Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Beacon Hill Full timeAccounting Specialist Job DescriptionWe are seeking a highly skilled Accounting Specialist to join our team at Beacon Hill. The ideal candidate will have previous experience in the legal industry and possess strong accounting skills.Key Responsibilities:Process and post client payments to the accounting system (LMS)Correspond directly with clients regarding...
-
Client Service Representative II
1 week ago
Philadelphia, Pennsylvania, United States Canon USA & Affiliates Full timeAbout the RoleAs a Client Service Representative II at Canon Solutions America, Inc., you will be responsible for providing exceptional customer service and support to our clients. This role requires advanced proficiency in site operations and procedures, with the ability to assign tasks to colleagues and manage responsibilities within the team.Your...
-
Client Support Specialist
4 weeks ago
Philadelphia, Pennsylvania, United States Empire MG Full timeIn response to the continued growth of Empire Management Group, we are seeking a highly skilled Client Support/Communications Specialist to serve the Philadelphia area.The successful candidate will be assigned an existing customer base and will be responsible for providing onsite, sales, and client relations services.Key Responsibilities:Provide exceptional...
-
Account Specialist I
2 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeJob Title: Account Specialist IAon is seeking a highly skilled Account Specialist I to join our commercial risk team in Philadelphia, PA.About the Role:The Account Specialist I will assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients and undertaking client-facing and internal activities...
-
Account Specialist I
1 week ago
Philadelphia, Pennsylvania, United States Aon Full timeAccount Specialist I Job DescriptionAon is seeking a highly skilled Account Specialist I to join our commercial risk team in Philadelphia, PA.About the Role:As an Account Specialist I, you will assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients and undertaking client-facing and internal...
-
Account Specialist I
2 weeks ago
Philadelphia, Pennsylvania, United States Aon Full timeAccount Specialist I Role at AonAon is seeking a highly skilled Account Specialist I to join our commercial risk team in Philadelphia, PA. As an Account Specialist I, you will play a critical role in assisting Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients, and undertaking client-facing and...
-
Account Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Intealth Full timeJob OverviewWe are seeking a highly skilled Account Specialist to join our team at Intealth. As an Account Specialist, you will play a critical role in implementing our strong identity verification services for applicants and clients globally.Key Responsibilities:Implement best practices for identity verification servicesStreamline processes using...
-
Underwriter II, Retail Property Specialist
2 months ago
Philadelphia, Pennsylvania, United States AIG Full timeAbout the RoleWe are seeking a highly skilled Underwriter II, Retail Property Specialist to join our team at AIG. As a key member of our underwriting team, you will play a critical role in evaluating and selecting submissions to be underwritten, demonstrating technical underwriting skills, and exercising judgment to make sound business decisions.Key...
-
Underwriter II, Retail Property Specialist
2 months ago
Philadelphia, Pennsylvania, United States AIG Full timeAbout the RoleWe are seeking a highly skilled Underwriter II, Retail Property Specialist to join our team at AIG. As a key member of our underwriting team, you will play a critical role in evaluating and selecting submissions for underwriting, demonstrating technical underwriting skills, and exercising judgment to make sound business decisions.Key...
-
Philadelphia, Pennsylvania, United States Macquarie Bank Full timeAbout the RoleWe are seeking an experienced Associate/Manager to join our Client Solutions Group as an Institutional Client Account Manager. This role will be responsible for facilitating all client needs, onboarding new client accounts, delivering client reporting, and being an internal advocate for the client.Key ResponsibilitiesPartner with Institutional...
Client Account Specialist II
2 months ago
Job Responsibilities and Requirements
This position is dedicated to supporting National and Strategic Account Customers by collaborating closely with Client Managers to deliver daily service to our Life, Disability, and Absence Management clients. The NA Account Consultant serves as the primary internal and external contact for issue resolution, partners with various internal teams to advance client initiatives, and oversees projects and outstanding tasks.
CLIENT SUPPORT
- Collaborates with Client Managers on a portfolio of business encompassing the company's National and Strategic Accounts.
- Works in tandem with Client Managers to offer clients alternative solutions.
- Engages effectively with Client Managers, sales, and operational teams to achieve client objectives.
- Shares knowledge with Client Managers to aid in the development of client strategies; supports and implements strategies to ensure client retention and profitable growth.
- Assists Client Managers and Operations in the deployment of new technologies.
- Works closely with Client Managers to launch new programs, products, and services.
- Provides training and support to clients on employer-facing systems.
- Collaborates with brokers, sales, and account management on data requests.
- Offers assistance for Client Services Inventory analysis.
- Manages Medical Underwriting tasks, including applicant status, EOI maintenance, and reporting support.
- Ensures ongoing maintenance of client payroll calendars for accurate benefit calculations.
- Coordinates with clients on communications such as Intake letters and employer correspondence.
- Aids Client Managers with annual stewardship reporting packages and presentation materials as required.
- Participates in or leads internal and external conference calls/meetings with clients, Operations, Claims, etc., as necessary.
CLIENT MANAGEMENT
- Provides outstanding customer service as the primary contact for clients regarding daily account management needs, including but not limited to reporting, contracts and plan design, data analytics, evidence of insurability, performance guarantee monitoring and delivery, billing, client termination procedures, task workflows, service tickets, and client change notices, issue resolution, and general inquiries.
- Cultivates strong relationships with Client Managers, clients, consultants, sales partners, operations, and other internal and external stakeholders.
- Strives to meet or exceed assigned metrics for client retention and customer satisfaction.
ADMINISTRATIVE
- Maintains the account management database for assigned clients.
- Prepares meeting agendas, minutes, and tracks all deliverables and project timelines.
- Develops and maintains standard operating procedures as necessary.
- Coordinates with clients and brokers regarding enrollment and benefit fairs.
Required Knowledge, Skills, Abilities and/or Related Experience
- Bachelor's degree in a related field is required.
- Minimum of 2 years of experience with large case group insurance clients is required.
- Group life and health license is required.
- Self-motivated individual with a consultative approach and excellent relationship-building skills.
- Ability to work collaboratively as part of a team under the guidance of Client Managers.
- Knowledge of group insurance underwriting is advantageous.
- Proficiency in PowerPoint, Excel, Word, and other basic Microsoft Office applications.
- Strong analytical abilities and attention to detail.
- Excellent verbal and written communication skills.
Ability to Travel: Up to 10%
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering a diverse, equitable, and inclusive culture enables us to reach our full potential. Our most valuable asset is our people.
We provide a competitive compensation package and a variety of benefits to support our team members' financial, physical, and mental well-being.
Our Benefits:
- Annual performance bonus for all team members.
- Generous 401(k) company match that is immediately vested.
- A selection of three medical plans (including prescription drug coverage) tailored to your unique needs. For High Deductible Health Plan participants, a company contribution to your Health Savings Account.
- Multiple options for dental and vision coverage.
- Company-provided Life & Disability Insurance for financial protection when needed.
- Family-friendly benefits, including Paid Parental Leave & Adoption Assistance.
- Hybrid work arrangements for eligible roles.
- Tuition Reimbursement and Continuing Professional Education.
- Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program.
- Opportunities to connect with colleagues nationwide through our Employee Resource Group program and Diversity, Equity & Inclusion Council.
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, disability, or any other classification or characteristic protected by federal or state law or regulation. Your opportunity for employment depends solely on your qualifications.
