Reliance Matrix
Group Insurance
Mgr.-MiddleMarket
Neural analysis suggests this role is
optimal for Mid candidates.
“Mgr. - Middle Market at Reliance Matrix. Skills: Client Management, Operational Management, Supervisory Experience. overseeing and managing a designated region of client management staff. assist in the development of coordinated best practices and effective workflows within the Client Management Team”
What You'll Achieve.
ensuring productivity, quality, and staffing metrics are met; support of corporate sales, persistency and profitability goals; improve client satisfaction and retention; meet service and sales support goals, operational excellence, and productivity targets; Achieve all required service delivery and persistency metrics
Industry & Context.
resolve client and broker issues
Ability to Travel: Up to 25%, maintain confidential information
What They're Looking For.
Must Have
Relevant Bachelor’s Degree, minimum 5 years directly related work experience, Minimum of 3 years of relevant supervisory experience, PC proficiency, including MSOffice Suite products, ability to become proficient on required internal system applications, organizational and time management skills, ability to work independently with minimal hands-on supervision, Commitment to continuous, ongoing improvement in the level of service provided, Ability to display and use excellent discretion and judgment, Incumbent must be appropriately licensed (Life and Health for assigned States)
Nice to Have
preferably in the Group Insurance Industry within a Regional Sales Office, superior influencing skills at all levels of staff and management, Ability to thrive in a fast-paced, challenging and collaborative sales environment, Excellent people skills, ability to develop working relationships with other departments and with outside vendors, overall focus on providing “best practices” sales, service and support
What You'll Do.
overseeing and managing a designated region of client management staff
assist in the development of coordinated best practices and effective workflows within the Client Management Team
client service delivery
general office administration
function as a liaison and advocate on behalf of their office to various administrative office departments
contributor and participant in various initiatives and projects
assist in developing and monitoring training programs for both new hires and existing staff
facilitating the performance management and development of their staff
Lead and manage all client management positions within the Middle Market assigned region ensuring productivity
and staffing metrics are met
Oversee all business functions and workflow in support of corporate sales
persistency and profitability goals
Serve as liaison with other departments to resolve client and broker issues
Manage renewal activities and resolve service issues to improve client satisfaction and retention
and manage key performance indicators (KPIs)
Prepare annual performance evaluations and development plans for team members
and terminations as needed
Communicate clear job descriptions and career paths for the regional sales territory
Adhere to management standards set by leadership
Ensure the regional territory meets service and sales support goals
operational excellence
and productivity targets
Achieve all required service delivery and persistency metrics
How You'll Work.
Team & Collaboration
function as a liaison and advocate on behalf of their office to various administrative office departments as well as to the Sales Operations area; Serve as liaison with other departments to resolve client and broker issues; develop working relationships with other departments and with outside vendors; overall focus on providing “best practices” sales, service and support to the assigned Regional Sales Office producer staff, brokers, clients and Administrative Office population
Communication Scope
superior influencing skills at all levels of staff and management; Excellent people skills; Communicate clear job descriptions and career paths
Process & Methodology
contributor and participant in various initiatives and projects, in accordance with corporate goals and objectives
Full Job Description
# _**Job Responsibilities and Requirements**_ The Manager, Middle Market Service is directly responsible for overseeing and managing a designated region of client management staff. The Manager, Middle Market Service will assist in the development of coordinated best practices and effective workflows within the Client Management Team, including all areas of client service delivery and general office administration. Will also function as a liaison and advocate on behalf of their office to various administrative office departments as well as to the Sales Operations area. The Manager, Middle Market Service will be a contributor and participant in various initiatives and projects, in accordance with corporate goals and objectives. They will assist in developing and monitoring training programs for both new hires and existing staff as required, and in facilitating the performance management and development of their staff. ** _Duties and Responsibilities_****:** **Client Management** * Lead and manage all client management positions within the Middle Market assigned region ensuring productivity, quality, and staffing metrics are met. * Oversee all business functions and workflow in support of corporate sales, persistency and profitability goals. * Provide subject matter expertise for absence, disability, life, supplemental health, vision, and dental products. * Serve as liaison with other departments to resolve client and broker issues. * Manage renewal activities and resolve service issues to improve client satisfaction and retention. **Operational** * Establish, monitor, and manage key performance indicators (KPIs) such as response time and client satisfaction. * Prepare annual performance evaluations and development plans for team members. * Manage hiring, performance, and terminations as needed. * Communicate clear job descriptions and career paths for the regional sales territory. * Adhere to management standards set by leadership, including core processes, staff meet
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