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Group Benefits Specialist

2 months ago

Philadelphia, Pennsylvania, United States Reliance Matrix Full time

Job Summary

We are seeking a highly skilled Account Consultant II to join our team at Reliance Matrix. As an Account Consultant II, you will play a critical role in supporting our National and Strategic Account Customers by working closely with Client Managers to provide daily service to our Life, Disability and Absence Management clients.

Key Responsibilities

  • Partner with Client Managers to execute business plans and deliver on strategic initiatives.
  • Act as the internal and external daily point of contact on issue resolution.
  • Partner with cross-functional internal partners to drive client initiatives.
  • Monitor projects and open tasks.

Client Support

  • Collaborate with Client Managers to provide clients with alternative solutions.
  • Work effectively with Client Managers, sales and operational partners to realize client goals.
  • Share expertise with Client Managers to help create client strategies.
  • Support and execute on strategies to help ensure persistency and profitable growth.
  • Support Client Managers and Operations with the rollout of new technology.
  • Work closely with Client Managers to install new programs, products and services.
  • Train and support clients on employer-facing systems.
  • Work with brokers, sales, and account management on requests for data.
  • Provide support for Client Services Inventory analysis.
  • Medical Underwriting – Applicant status, EOI maintenance & reporting support.
  • Ongoing maintenance of client payroll calendars for accurate benefit calculation.
  • Work with clients on communication such as Intake letters and scripting and employer's correspondence binder.
  • Assist Client Managers with annual stewardship reporting packages and presentation content when needed.
  • Attend and/or host internal and external conference calls/meetings with client, Operations, Claims, etc when needed.

Client Management

  • Deliver exceptional customer service as the main point of contact for clients on day-to-day account management needs.
  • Develop strong relationships with Client Managers, clients, consultants, sales partners, operations and other internal and external partners.
  • Achieve or exceed assigned metrics for client persistency, and customer satisfaction.

Administrative

  • Maintain account management database for assigned clients.
  • Create meeting agendas, minutes and track all deliverables and project plans.
  • Create and maintain standard operating procedures as needed.
  • Coordinate with clients and brokers on enrollment and benefit fairs.

Requirements

  • Bachelor's degree in a related field required.
  • 2 years of experience with large case group insurance clients required.
  • Group life and health license required.
  • Self-driven, motivated individual with a consultative mindset and excellent skills at building strong relationships.
  • Ability to work as a team, under the direction of Client Managers.
  • Knowledge of group insurance underwriting a plus.
  • Expertise with PowerPoint, Excel and Word and other basic Microsoft Office applications.
  • Strong analytical skills and attention to detail.
  • Excellent oral and written communication skills.

What We Offer

  • 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.
  • 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, volunteer days, community partnerships, and Employee Assistance Program.
  • Ability to connect with colleagues around the country through our Employee Resource Group program and our 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 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.