National Account Consultant

1 week ago

Philadelphia, Pennsylvania, United States Reliance Matrix Full time

Job Responsibilities and Requirements

This position is essential in supporting National and Strategic Account Clients by collaborating closely with Client Managers to deliver daily services for our Life, Disability, and Absence Management clientele. The National 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 that includes the company’s National and Strategic Accounts.
  • Works in tandem with Client Managers to present clients with alternative solutions.
  • Effectively engages with Client Managers, sales, and operational teams to achieve client objectives.
  • Shares knowledge with Client Managers to aid in developing client strategies; supports and implements these strategies to ensure client retention and profitable growth.
  • Assists Client Managers and Operations in the implementation of new technologies.
  • Works alongside 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.
  • Engages in Medical Underwriting tasks, including applicant status, EOI maintenance, and reporting support.
  • Maintains client payroll calendars to ensure accurate benefit calculations.
  • Works with clients on communications such as intake letters and employer correspondence binders.
  • Aids Client Managers with annual stewardship reporting packages and presentation materials as needed.
  • Participates in or facilitates internal and external conference calls/meetings with clients, Operations, Claims, etc., as required.

CLIENT MANAGEMENT

  • Provides outstanding customer service as the primary contact for clients regarding daily account management needs, including but not limited to reporting, contracts, 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.
  • Fosters strong relationships with Client Managers, clients, consultants, sales partners, operations, and other internal and external stakeholders.
  • Meets or surpasses assigned metrics for client retention and customer satisfaction.

ADMINISTRATIVE

  • Maintains the account management database for assigned clients.
  • Develops meeting agendas, minutes, and tracks all deliverables and project timelines.
  • Creates and updates 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 exceptional relationship-building skills.
  • Ability to work collaboratively 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 meticulous 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 are committed to fostering a diverse, equitable, and inclusive culture that enables us to realize our full potential. Our most valuable asset is our people.

Therefore, we provide a competitive compensation package and a variety of benefits to support our team members in their 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 most
  • Family-friendly benefits including Paid Parental Leave & Adoption Assistance
  • Hybrid work arrangements for eligible roles
  • Tuition Reimbursement and Continuing Professional Education opportunities
  • 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 is based solely on your qualifications.

#LI-Hybrid #LI-AS1

  • National Account Sales Director

    6 days ago

    Philadelphia, Pennsylvania, United States Conduit Search Group Full time

    Job Summary:The Conduit Search Group is seeking a highly skilled National Account Sales Executive to join their team. As a key member of the sales team, this individual will be responsible for driving new revenue streams and expanding the customer base for the organization.Key Responsibilities:Develop and execute strategic business partnerships to drive...

  • National Strategy Consultant

    2 weeks ago

    Philadelphia, Pennsylvania, United States Genesis Healthcare, Inc. Full time

    Position Overview:The National Strategy Consultant will lead the development and implementation of growth initiatives for Genesis Healthcare, Inc. on a nationwide level, with a particular emphasis on the skilled nursing and rehabilitation sectors, as well as senior living services.Key Responsibilities:1. Formulate and execute strategic plans that align with...

  • National Accounts Coordinator

    6 days ago

    Philadelphia, Pennsylvania, United States Emcor Inc Full time

    Job SummaryMaintain clear and ongoing communication with Customers, Technicians, and other employees related to all manners of the Service Operations and National Accounts, including, but not limited to, incoming service calls, scheduling technicians, purchase orders, quotes, follow-up work, and service history.Key ResponsibilitiesService Operations General...

  • Service Coordinator

    4 days ago

    Philadelphia, Pennsylvania, United States Emcor Inc Full time

    About Us:Fluidics Inc. is a leading provider of mechanical and electrical construction and facilities services, including planning, consulting, and operations and maintenance. As a wholly owned subsidiary of EMCOR Group, Inc., we have a rich history of delivering exceptional services to our customers.Job Title: Service Coordinator - National AccountsJob...

  • Account Consultant II

    6 days ago

    Philadelphia, Pennsylvania, United States Reliance Matrix Full time

    Job SummaryWe 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 ResponsibilitiesClient SupportPartner with Client Managers to provide clients with alternative...

  • National Accounts Service Manager

    2 weeks ago

    Philadelphia, Pennsylvania, United States Emcor Inc Full time

    About Us: Emcor Inc. is a prominent subsidiary of EMCOR Group, Inc., recognized as the leading provider of mechanical and electrical construction, as well as facilities services. Our commitment to excellence has driven us to acquire advanced resources since our inception in 1968, enabling us to meet the evolving demands of our clientele. Job Title: Service...

  • National Sales Development Executive

    4 days ago

    Philadelphia, Pennsylvania, United States Conduit Search Group Full time

    About the Role:The National Account Sales Executive will be responsible for creating strategic business partnerships and driving new revenue streams for Conduit Search Group's client, a premier Facilities Management and Consulting firm. This position will focus on all sales activities, from lead generation through close, across all geographic territories...

  • National Account Manager

    4 days ago

    Philadelphia, Pennsylvania, United States Automated System Design Full time

    Job SummaryWe are seeking a highly motivated and results-driven National Account Manager to join our team at Automated Systems Design. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with existing clients, and driving revenue growth.Key...

  • Senior Commercial Account Executive

    2 weeks ago

    Philadelphia, Pennsylvania, United States Signers National Full time

    Become a part of Signers National as a Senior Commercial Account ExecutiveAre you seeking a fulfilling and dynamic role within the insurance sector? Signers National is a prominent insurance brokerage dedicated to supporting non-profit and social service entities across the country. Our organizational ethos is rooted in unwavering commitment and ongoing...

  • Tax Expert

    6 days ago

    Philadelphia, Pennsylvania, United States RSM Full time

    About RSMRSM is a leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential. We have an exceptional team of professionals who are the key to our unrivaled, inclusive culture and talent experience.Job SummaryWe are seeking a Tax Manager to join our expanding tax...

  • Mortgage Loan Consultant

    1 week ago

    Philadelphia, Pennsylvania, United States UMortgage Full time

    Position OverviewMortgage Loan ConsultantWhat Makes Us UniqueAt UMortgage, we pride ourselves on a client-focused, service-oriented methodology. Our primary focus is on home financing, emphasizing consumer education, partnerships with real estate professionals, and a tailored experience for home buyers. Our mission is to empower our team members to deliver...

  • National Sales Operations Specialist

    1 week ago

    Philadelphia, Pennsylvania, United States Audacy Full time

    OverviewAudacy San Diego is seeking a dedicated National Sales Coordinator to oversee the management and implementation of the National Sales operations. This position is available in a hybrid format, allowing for remote work across various markets.ResponsibilitiesKey Duties Include:The National Sales Coordinator will engage in the following tasks, either...

  • Financial Services Consultant

    2 weeks ago

    Philadelphia, Pennsylvania, United States Equitable Advisors Full time

    Company Overview: Equitable Advisors is a prominent financial services organization with a comprehensive national footprint, dedicated to delivering a diverse array of financial solutions aimed at assisting both individuals and enterprises in reaching their financial aspirations.Position Title: Financial Services ConsultantWe are seeking enthusiastic...

  • National Sales Operations Specialist

    1 week ago

    Philadelphia, Pennsylvania, United States Audacy Full time

    OverviewAudacy is seeking a dedicated National Sales Coordinator to oversee the management and implementation of our National Sales initiatives. This position is pivotal in ensuring the smooth operation of our sales processes.This role offers flexibility, allowing for hybrid work arrangements, with opportunities for remote candidates in various...

  • National Sales Operations Coordinator

    2 weeks ago

    Philadelphia, Pennsylvania, United States Audacy Full time

    OverviewAudacy is seeking a dedicated National Sales Coordinator to oversee and manage the execution of our National Sales operations. This role is essential in ensuring the seamless integration of national sales strategies across various markets.This position offers a hybrid work environment, allowing flexibility for remote candidates from different...

  • Senior Tax Consultant

    2 weeks ago

    Philadelphia, Pennsylvania, United States Andersen Full time

    About AndersenExplore New Dimensions in Taxation, Valuation, and Business Advisory with AndersenAt Andersen, we offer more than just a job; we present an exhilarating journey into the realms of Tax, Valuation, and Business Consulting. We are recognized as a pioneering entity with the most extensive global footprint among professional service firms. You will...

  • Insurance Account Manager

    6 days ago

    Philadelphia, Pennsylvania, United States Reliance Matrix Full time

    Job SummaryWe 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 ResponsibilitiesClient SupportPartner with Client Managers to provide clients with alternative...

  • Mortgage Loan Consultant

    2 weeks ago

    Philadelphia, Pennsylvania, United States UMortgage Full time

    Position OverviewMortgage Loan ConsultantWhat Makes Us UniqueAt UMortgage, we prioritize a client-focused, service-oriented methodology. Our primary concentration is on home acquisitions, emphasizing consumer education, collaboration with real estate professionals, and a tailored experience for home buyers. Our mission is to empower our team members to...

  • Sales Consultant, Women's Athletics

    2 months ago

    Philadelphia, Pennsylvania, United States teamworkonline Full time

    SALES CONSULTANT, WOMEN'S ATHLETICSPhiladelphia, PAOn Site THE RUNDOWN Playfly Sports is looking for a Consultant, Sales and Serviceto join our team at St. Josephs University. The primary responsibility for this role is to drive revenue and attendance for women's basketball through the sale of tickets to home games. This position will also have the ability...

  • Audit Manager

    4 days ago

    Philadelphia, Pennsylvania, United States Jobot Full time

    About UsWe are a nationally recognized, prominent accounting firm with a strong reputation in the public accounting world. Our company offers a unique blend of national firm resources and local/regional firm culture, providing our employees with a great work-life balance.Our MissionWe have been serving the accounting, tax, and business consulting needs of...