Reliance Matrix
MiddleMarketClientManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Middle Market Client Manager at Reliance Matrix. Skills: Client relationship management, Sales support, Operational excellence. Serve as main contact for assigned clients. Provide guidance on contracts”
Industry & Context.
Strategic problem-solving
Up to 25% travel
What They're Looking For.
Must Have
Associate's degree, 2 years group insurance client management experience, State insurance license required
Nice to Have
Bachelor's degree preferred
What You'll Do.
Serve as main contact for assigned clients
Provide guidance on contracts
Provide guidance on plan structure
Provide guidance on renewals
Provide guidance on issue resolution
Build positive client relationships
Maintain positive client relationships
Educate clients on company processes
Educate clients on company policies
Educate clients on company procedures
Keep clients informed of product enhancements
Keep clients informed of service enhancements
Keep brokers informed of product enhancements
Keep brokers informed of service enhancements
Collaborate with implementation teams
Oversee compliance with performance guarantees
Oversee compliance with contractual obligations
Present claims experience reporting to clients
Present relevant data to clients
Work with sales representatives
Identify up-sell opportunities
Identify cross-sell opportunities
Develop re-enrollment strategies
Coordinate renewals for assigned clients
Negotiate renewals for assigned clients
Communicate client needs
Communicate client risks
Participate in RFP reviews
Participate in finalist presentations
Work closely with internal departments
Ensure seamless operations
Ensure client satisfaction
Apply organizational skills
Manage multiple priorities
Deliver quality service
Identify process issues
Address process issues
Identify policy issues
Address policy issues
Identify technology issues
Address technology issues
Implement solutions in partnership with Regional Service Manager
Participate in departmental projects
Participate in organization-wide projects
How You'll Work.
Team & Collaboration
Cross-functional collaboration; Internal departments collaboration; Departmental projects; Organization-wide projects
Communication Scope
Client communication; Broker communication; Claims reporting; Data presentation
Full Job Description
# _**Job Responsibilities and Requirements**_ The Middle Market Client Manager serves as the primary contact for a portfolio of middle market clients, providing expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. **Client Relationship Management** * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client relationships through regular meetings and proactive communication. * Educate clients on company processes, policies, procedures, and web services; keep clients and brokers informed of product and service enhancements. * Collaborate with implementation teams to ensure smooth transitions from implementation to ongoing client management. * Oversee compliance with performance guarantees and contractual obligations. * Present claims experience reporting and relevant data to clients. **Sales Support** * Work with sales representatives to identify up-sell and cross-sell opportunities and develop re-enrollment strategies. * Coordinate and negotiate renewals for assigned clients, communicating client needs and risks. * Participate in RFP reviews and finalist presentations as needed. **Operational Excellence** * Work closely with internal departments (billing, underwriting, claims) to ensure seamless operations and client satisfaction. * Apply organizational skills to manage multiple priorities and deliver quality service. * Identify and address process, policy, or technology issues impacting client satisfaction; implement solutions in partnership with the Regional Service Manager. * Participate in departmental and organization-wide projects and committees to enhance service a
Applying for this Middle Market Client 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.