Account Consultant II

7 days 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 a key member of our organization, you will be responsible for providing exceptional customer service to our National and Strategic Account Customers.

Key Responsibilities
  • Client Support
    • Partner with Client Managers to provide clients with alternative solutions and support the execution of business plans.
    • Collaborate with Client Managers to deliver on strategic initiatives and drive client success.
    • Work closely with Client Managers, sales, and operational partners to realize client goals and objectives.
    • Share expertise with Client Managers to help create client strategies and support the execution of those strategies.
    • Support Client Managers and Operations with the rollout of new technology and products.
    • Train and support clients on employer-facing systems and provide data analysis support.
    • Work with brokers, sales, and account management on requests for data and provide support for Client Services Inventory analysis.
    • Provide medical underwriting support, including applicant status, EOI maintenance, and reporting.
    • Maintain client payroll calendars for accurate benefit calculation and work with clients on communication, including intake letters and scripting.
    • Assist Client Managers with annual stewardship reporting packages and presentation content.
    • Attend and/or host internal and external conference calls/meetings with clients, Operations, Claims, and other stakeholders.
  • 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.
  • 2 years of experience with large case group insurance clients.
  • Group life and health license.
  • 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

At Reliance Matrix, we believe that creating a more diverse, equitable, and inclusive culture allows us to realize more of our potential. 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.
  • 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.

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