Reliance Matrix

MiddleMarketClientManager

$64–79k Atlanta, Georgia, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

Problems you'll solve

Strategic problem-solving

Eligibility Requirements

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

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