Client Relationship Manager

4 weeks ago


Schaumburg, Illinois, United States Reliance Standard Full time
Job Summary

As a Client Manager at Reliance Matrix, you will be responsible for managing dedicated client accounts ranging from 500 to 2,000 lives. This role requires exceptional customer service skills, strong consulting and negotiation abilities, and a deep understanding of group insurance products and services.

Key Responsibilities
  • Collaborate with the implementation team to understand client needs and provide consultative advice on contracts, plan structure, and financial questions.
  • Build and maintain positive client relationships through proactive face-to-face visits and phone contact.
  • Provide education to clients on company processes, policies, and procedures, including web-site services and navigation.
  • Work closely with billing, underwriting, claims, and other internal departments to facilitate smooth operational functions.
  • Deliver Claims Experience Reporting and data to clients, and present annual stewardship meetings.
Sales and Growth
  • Collaborate with sales representatives to identify up-sell/cross-sell opportunities and build re-enrollment strategies for clients.
  • Negotiate renewals with clients and communicate their needs, issues, risks, and opportunities.
Administrative and Compliance
  • Utilize best practices and follow standard operating procedures to ensure client satisfaction.
  • Contribute to departmental and organization-wide projects to enhance service, improve efficiency, and improve knowledge.
Requirements
  • Bachelor's Degree
  • At least 5 years of group insurance experience servicing accounts and/or account management
  • State insurance license required
  • Excellent communication, facilitation, and presentation skills
  • Strong consultative, negotiation, persuasion, and influencing skills
  • Thorough knowledge of group insurance, products, contracts, and services
What We Offer

At Reliance Matrix, we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing. This includes an annual performance bonus, a generous 401(k) company match, and a choice of medical plans, among others.
  • Senior Client Partner

    4 weeks ago


    Schaumburg, Illinois, United States Bitwise Inc Full time

    Job Title: Senior Client PartnerJob Summary: We are seeking a Senior Client Partner to join our team at Bitwise Inc. As a Senior Client Partner, you will be responsible for managing client relationships and driving business growth.Key Responsibilities:Develop and execute client engagement strategies to drive business growth.Build and maintain strong...


  • Schaumburg, Illinois, United States Paylocity Full time

    Job DescriptionAt Paylocity, we're seeking a skilled Client Services Team Lead to join our Operations team. As a key member of our team, you'll be responsible for managing a team of client services representatives, providing leadership, coaching, and mentoring to ensure exceptional client satisfaction and retention.Key Responsibilities:Client Relationship...


  • Schaumburg, Illinois, United States Tricoci Salon | Spa Full time

    Job OverviewAt Tricoci Salon & Spa, we're dedicated to delivering exceptional client experiences. As a Client Experience Leader, you'll play a vital role in creating a warm and welcoming atmosphere for our clients. Your primary responsibility will be to lead the client experience team, ensuring seamless interactions and exceeding client expectations.Key...


  • Schaumburg, Illinois, United States Paylocity Full time

    Job DescriptionAt Paylocity, we're seeking a highly skilled Senior Client Consulting Manager to join our Sales Support Division. As a key member of our team, you'll play a crucial role in helping our current clients achieve their business objectives and maximize the value of our product sets.Key Responsibilities:Lead and coach a team of Client Consulting...

  • Tax Senior Manager

    4 weeks ago


    Schaumburg, Illinois, United States RSM US LLP Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our team at RSM US LLP. As a Tax Senior Manager, you will be responsible for providing strategic tax planning and client advisory services to our clients, with a focus on family office and wealth management.Key ResponsibilitiesAdvise family office and multi-generational families on a full...


  • Schaumburg, Illinois, United States Paylocity Full time

    Job DescriptionAt Paylocity, we're seeking a highly skilled and experienced Director of Solutions and Client Consulting to join our dynamic team. As a leading SaaS software development company, we provide innovative solutions to our clients, and this role will play a crucial part in delivering exceptional consulting services.Key Responsibilities:Lead our...


  • Schaumburg, Illinois, United States Marsh & McLennan Companies Full time

    Job SummaryMarsh McLennan Agency Midwest is seeking a highly skilled Senior Client Service Representative to join our team. As a key member of our client service team, you will be responsible for delivering exceptional customer service to our clients, executing policy and plan changes, and providing evidence of insurance. You will work closely with our...


  • Schaumburg, Illinois, United States Marsh & McLennan Companies Full time

    Job SummaryMarsh McLennan Agency Midwest is seeking a highly skilled Senior Client Service Representative to join our team. As a key member of our client service team, you will be responsible for delivering exceptional customer service to our clients, executing policy and plan changes, and providing evidence of insurance. You will work closely with our...


  • Schaumburg, Illinois, United States Guardsman Global Full time

    Job Title: Senior Account ManagerJob Summary:We are seeking a highly skilled Senior Account Manager to join our team at Guardsman Global. As a key player in driving revenue growth, you will be responsible for building strong client relationships and ensuring the success of major projects.Key Responsibilities:Build and nurture strong relationships with...

  • Client Service Expert

    4 weeks ago


    Schaumburg, Illinois, United States Marsh & McLennan Companies Full time

    About Marsh McLennan Agency Midwest. Our Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. We offer a wide range of insurance solutions to help our clients manage risk and achieve their goals. Our team of experts is...


  • Schaumburg, Illinois, United States Marsh & McLennan Companies Full time

    Job SummaryAs a Business Development Manager at Marsh McLennan Agency, you will be responsible for driving business growth and development within the insurance industry. This role requires a strong understanding of the industry, as well as excellent communication and relationship-building skills.Key ResponsibilitiesDevelop and implement business growth...


  • Schaumburg, Illinois, United States NextRow Full time

    About NextRow Digital: NextRow Digital is a global systems integrator and digital marketing agency with a strong presence in IT consulting and staffing services. We are seeking a skilled IT Staffing Account Manager to collaborate with clients, internal recruiters, and the sales team to identify and submit top candidates for IT staffing needs. The ideal...


  • Schaumburg, Illinois, United States Paylocity Full time

    Job DescriptionPaylocity is a leading provider of cloud-based HR and payroll software solutions. As a Director of Client Consulting, you will play a key role in driving sales revenue and delivering exceptional customer experiences.The ideal candidate will possess a strong background in B2B sales, excellent leadership skills, and the ability to drive sales...


  • Schaumburg, Illinois, United States Tricoci Salon | Spa Full time

    Client Experience SpecialistAt Tricoci Salon & Spa, we're dedicated to providing an exceptional experience for our clients. As a Client Experience Specialist, you'll be the first point of contact for our clients, creating a warm and welcoming atmosphere from the moment they walk through our doors.Key Responsibilities:Offer personalized care to our clients,...


  • Schaumburg, Illinois, United States Paylocity Full time

    Job Overview:Paylocity is seeking a skilled Client Services Representative to join our team. As a key member of our operations team, you will be responsible for resolving Payroll and Human Resources (HR) system issues for our business clients.Key Responsibilities:Manage a shared book of business with your teamProvide outstanding support via phone and email,...


  • Schaumburg, Illinois, United States Paylocity Full time

    At Paylocity, we are seeking a skilled Executive Account Manager to join our team. As a key member of our operations team, you will be responsible for providing exceptional support to our high-revenue clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide professional, knowledgeable, and reliable service to clients.Develop and...


  • Schaumburg, Illinois, United States Marsh & McLennan Companies Full time

    Job SummaryAs a Business Development Manager at Marsh McLennan Agency, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and developing strategies to drive growth and revenue. This role requires a strong understanding of the insurance industry, excellent communication and...


  • Schaumburg, Illinois, United States Industrial Painting USA Full time

    Job OverviewIndustrial Painter is a leading provider of commercial and industrial painting services, seeking a highly motivated and experienced Business Development Manager to join our team. As a key member of our sales team, you will be responsible for identifying potential clients, developing relationships, and closing deals that align with our company's...


  • Schaumburg, Illinois, United States Gpac Full time

    Commercial Lines Account ManagerWe are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at GPAC. As a leader in the insurance industry, we pride ourselves on delivering exceptional solutions and unparalleled customer service.Key Responsibilities:Manage a diverse portfolio of business clients, serving as the primary...


  • Schaumburg, Illinois, United States Gpac Full time

    Commercial Lines Account ManagerWe are seeking a highly skilled and experienced Commercial Lines Account Manager to join our team at GPAC. As a leader in the insurance industry, we pride ourselves on delivering exceptional solutions and unparalleled customer service.Key Responsibilities:Manage a diverse portfolio of business clients, serving as the primary...