Reliance Matrix
NationalClientExecutive
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optimal for Mid candidates.
“National Client Executive at Reliance Matrix. Skills: client relationship management, retention and growth management, strategy development, cross selling, negotiating complex contracts and agreements. accountable for all aspects of the customer experience with assigned national clients. managing and owning the overall client relationship”
What You'll Achieve.
Achieves or exceeds assigned metrics (such as service, client persistency, implementations and customer satisfaction); Achieves or exceeds assigned metrics for client persistency, new customer/product implementations, and customer satisfaction
Industry & Context.
problem solve for custom client needs; strong analytical skills; strong problem solving skills; Performs deep analysis of raw data to identify trends and create solutions
What They're Looking For.
Must Have
5+ years of group insurance experience servicing clients/ client management, Group Life and Health License(s) required, At least 3 years of group insurance experience, absence management, disability, leave and life insurance. As well as experience in client management, sales or underwriting
What You'll Do.
accountable for all aspects of the customer experience with assigned national clients
managing and owning the overall client relationship
deliver on our promises
fully leverage the power of our service capabilities to exceed expectations
problem solve for custom client needs
review the financial metrics
retention and growth of the assigned block
serve as a subject matter expert to our clients regarding Disability
and Company Leaves (Paid and Unpaid) as well as ADA
Drives the client renewal strategy for premier client base
Provides comprehensive service and directly assists in profitably growing the company’s top consulting base
Leads finalist meetings
Proactively identifies and executes cross sell opportunities
Manages merger and divesture activities with clients
Manages and negotiates complex performance guarantees
Drives client conversations around potential downstream effects of certain changes to plan
Achieves or exceeds assigned metrics (such as service
implementations and customer satisfaction)
Develops an effective
efficient strategy and workflow for growing the existing book of business of the company’s top clients
Develops and manages annual client strategies to ensure persistency and profitable growth
Interprets and delivers client data in relationship to benchmark data
Provides suggested strategies for the client’s future based on client data and industry trends
Works closely with the Regional Sales Office
Implementation Manager
and internal support resources in order to develop an effective and efficient strategy and workflow for new and existing business
Manages high level relationships with client and broker decision-makers
Achieves or exceeds assigned metrics for client persistency
new customer/product implementations
and customer satisfaction
Works effectively with all functional departments to implement new business and prepares for renewal situations
Performs deep analysis of raw data to identify trends and create solutions
Develops ad-hoc and customized reporting for top brokers and clients
Provides support to clients for system (HRIS
Experience in negotiating complex contracts and agreements
How You'll Work.
Team & Collaboration
As the lead of a team of professionals; Works closely with the Regional Sales Office, Implementation Manager, and internal support resources; Works effectively with all functional departments
Communication Scope
Excellent presentation skills; Excellent written communication skills; Excellent verbal communication skills
Process & Methodology
Ability to manage responsibilities with limited supervision, Ability to prioritize daily responsibilities
Full Job Description
# _**Job Responsibilities and Requirements**_ The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship. As the lead of a team of professionals, they will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom client needs. They will review the financial metrics, retention and growth of the assigned block. The National Client Executive will serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA. Typical group size is 2000+ lives. **Retention/Cross selling** * Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. * Provides comprehensive service and directly assists in profitably growing the company’s top consulting base. * Leads finalist meetings typically with large teams and can include navigating complex solution discussions. * Proactively identifies and executes cross sell opportunities (additional lines of business). * Manages merger and divesture activities with clients to ensure smooth transitions. * Manages and negotiates complex performance guarantees. * Drives client conversations around potential downstream effects of certain changes to plan. * Achieves or exceeds assigned metrics (such as service, client persistency, implementations and customer satisfaction). **Strategy Development** * Develops an effective, efficient strategy and workflow for growing the existing book of business of the company’s top clients. * Develops and manages annual client strategies to ensure persistency and profitable growth. * Interprets and delivers client data in relationship to benchmark data. * Provides suggested strategies for the client’s future based on client data and industry trends. Typically, these strategies require a high leve
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