Client Relationship Manager
4 weeks ago
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.
- 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.
- 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.
- 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
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.
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