Client Relationship Manager

2 weeks ago


Pittsburgh, Pennsylvania, United States Reliance Matrix Full time
Position Overview
The Client Manager is entrusted with the comprehensive oversight of client accounts, managing a portfolio of 500 to 2,000 lives. This role serves as the primary liaison for clients, providing consultative support on various aspects including contracts, plan configurations, financial inquiries, and claims resolution.

Key Responsibilities
  • Account Management: Collaborate with the implementation team to grasp the parameters of sold cases, ensuring a seamless transition post-implementation. Maintain continuous communication with clients through proactive visits and calls to foster strong relationships.
  • Client Education: Deliver ongoing education regarding company processes, policies, and enhancements, ensuring clients and brokers are well-informed.
  • Performance Oversight: Monitor compliance with performance guarantees and maintain a thorough understanding of service activities related to assigned clients.
  • Claims Reporting: Interpret and present Claims Experience Reporting to clients, facilitating annual stewardship meetings.
  • Sales Collaboration: Work alongside sales representatives to identify opportunities for account growth and coordinate renewals, ensuring client needs are effectively communicated.
  • Administrative Duties: Adhere to best practices and standard operating procedures while identifying and resolving internal issues that may affect client satisfaction.

Qualifications
  • Bachelor's Degree
  • Minimum of 5 years of experience in group insurance account management
  • Exceptional customer service skills with strong negotiation and leadership capabilities
  • Thorough understanding of group insurance products, contracts, and state regulations
  • Proficient in Excel, Word, and PowerPoint
  • Ability to travel up to 50% as required

What We Offer
At Reliance Matrix, we are committed to fostering a diverse and inclusive workplace. Our benefits include:
  • Annual performance bonuses
  • Generous 401(k) matching
  • Comprehensive medical plans with prescription coverage
  • Life and disability insurance
  • Family-friendly benefits including paid parental leave
  • Flexible work arrangements
  • Tuition reimbursement and professional development opportunities

Our Values
Integrity, Empowerment, Compassion, Collaboration, Fun.

EEO Statement
Reliance Matrix is an equal opportunity employer, making employment decisions without regard to race, color, religion, sex, national origin, age, or disability.

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