Reliance Matrix
ClientImplementationManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Implementation Manager at Reliance Matrix. Skills: Client Implementation, Relationship Management, Process Oversight, Cross-functional Coordination. Developing and overseeing new client installations for the RSL portfolio of business.. Overall accountability for the successful new case installation of employee accounts that have core Life, Disability, Absence and/or Voluntary benefits.”
What You'll Achieve.
Successful new case installation of employee accounts; Successful implementation, enrollment and ongoing support for assigned clients / territories
Industry & Context.
Identify, research and coordinate the resolution of client-level issues; Develop solutions to broker and client’s specific needs
Ability to Travel: Up to 25%
What They're Looking For.
Must Have
Minimum of 3-5 years of directly related experience is required., Superior organizational, multi-tasking, influencing and presentation skills are required., written and superior oral communication skills required, Ability to demonstrate internal diplomacy/influencing skills with sales, service and internal cross-functional areas including underwriting, claims and administration., Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required., Ability to thrive in a fast-paced environment, multi-tasking skills and the ability to work in an autonomous manner.
Nice to Have
Bachelor’s Degree in Business, Marketing, and /or Communications is preferred., An MBA or advanced degree in a related field is preferred.
What You'll Do.
Developing and overseeing new client installations for the RSL portfolio of business.
Overall accountability for the successful new case installation of employee accounts that have core Life
Absence and/or Voluntary benefits.
Driving the process through a combination of direct involvement
partnership with account management
and influence and coordination with internal partners.
Provide leadership and subject matter expertise to new client to ensure successful implementation
enrollment and ongoing support for assigned clients / territories.
Lead new client installation calls for assigned clients/sales offices.
Proactively communicate to the client to ensure appropriate setup and understanding of systems
including (but not limited to) billing
contracts and web tools.
research and coordinate the resolution of client-level issues for new clients.
Interface with IT and service teams to develop solutions to broker and client’s specific needs
and to proactively communicate/document potential issues.
Coordinates training and communication strategy
Liaison between clientroker/HR platform and internal resources.
Develop and maintain cooperative partnerships with Administrative Office Departments and work closely to ensure effective communication with Regional Sales Staff
implementation and home (administrative) office counterparts.
Lead discussions at routine client meetings with manager approval of agenda.
Create and deliver new client administrative kits in an accurate and timely manner.
Coordinate fulfillment
and inventory process for all enrollment communication materials.
Perform enrollment resource/logistical coordination for extra-territorial and multi-site clients (within and outside assigned territory when required).
Data transfer setup and test plan with internal and external resources
Work with marketing to ensure appropriate delivery of client materials.
Collaborates with team members and management in recommending and implementing improvement opportunities.
Makes decisions within guidelines and policies that impact own priorities and allocation of time to meet deadlines
How You'll Work.
Team & Collaboration
Partnership with account management; Influence and coordination with internal partners; Interface with IT and service teams; Develop and maintain cooperative partnerships with Administrative Office Departments; Work closely to ensure effective communication with Regional Sales Staff, implementation and home (administrative) office counterparts; Collaborates with team members and management
Communication Scope
Superior oral communication skills; Written communication skills; Proactive communication to client; Communicate potential issues; Communication strategy; Effective communication with counterparts
Process & Methodology
Overseeing new client installations, Driving implementation processes, Coordinating fulfillment, tracking, billing, and inventory, Data transfer setup and test plan
Full Job Description
# _**Job Responsibilities and Requirements**_ The Client Implementation Manager will be responsible for developing and overseeing new client installations for the RSL portfolio of business. This includes overall accountability for the successful new case installation of employee accounts that have core Life, Disability, Absence and/or Voluntary benefits. He/she will drive the process through a combination of direct involvement, partnership with account management, and influence and coordination with internal partners **Relationship Management** * Provide leadership and subject matter expertise to new client to ensure successful implementation, enrollment and ongoing support for assigned clients / territories. * Lead new client installation calls for assigned clients/sales offices. * Proactively communicate to the client to ensure appropriate setup and understanding of systems, tools and processes, including (but not limited to) billing, contracts and web tools. * Identify, research and coordinate the resolution of client-level issues for new clients. * Interface with IT and service teams to develop solutions to broker and client’s specific needs, and to proactively communicate/document potential issues. * Coordinates training and communication strategy * Liaison between client/broker/HR platform and internal resources. * Develop and maintain cooperative partnerships with Administrative Office Departments and work closely to ensure effective communication with Regional Sales Staff, implementation and home (administrative) office counterparts. * Lead discussions at routine client meetings with manager approval of agenda. **Administrative** * Create and deliver new client administrative kits in an accurate and timely manner. * Coordinate fulfillment, tracking, billing, and inventory process for all enrollment communication materials. * Perform enrollment resource/logistical coordination for extra-territorial and multi-site clients (within and outside assigned territory
Applying for this Client Implementation Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Reliance Matrix?
Real rants from real employees. Read before you apply.