Reliance Matrix
SeniorMiddleMarketClientManager
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“Senior Middle Market Client Manager at Reliance Matrix. Skills: client management, consultative advice, relationship building, revenue growth, operational excellence. Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications”
What You'll Achieve.
delivering expert guidance on benefit plans, contracts, and service issues; drives client growth; ensures operational excellence; ensuring continuity and client confidence; maximize client engagement and retention; Drive revenue growth; deliver superior client outcomes; enhance efficiency and client experience
Industry & Context.
advanced problem-solving; strategic problem-solving; analytical skills
Up to 50% travel
What They're Looking For.
Must Have
Bachelor’s degree in Business or related field, Minimum 4 years of group insurance client management experience, State insurance license required, Proven expertise in client management, consulting, negotiation, and leadership, Advanced proficiency in Excel, Word, and PowerPoint, analytical, organizational, and communication skills, Demonstrated ability to work independently and manage complex projects, Demonstrated financial aptitude and analytics skills
What You'll Do.
Serve as the main contact for assigned clients
delivering consultative advice on contracts
Build and maintain strong
proactive relationships through regular face-to-face meetings and strategic communications
Navigate complex client challenges
ensuring seamless service and satisfaction
Lead the transition from implementation to ongoing client management
ensuring continuity and client confidence
Oversee compliance with performance guarantees and contractual obligations
Deliver annual stewardship meetings and present claims experience reporting
providing actionable insights to clients
Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams
Develop and execute re-enrollment strategies to maximize client engagement and retention
Drive revenue growth by expanding product lines and increasing enrollment for existing clients
Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes
Apply advanced project and management skills to prioritize and execute initiatives
Identify and implement process improvements to enhance efficiency and client experience
Serve as a subject matter expert
sharing best practices and mentoring colleagues
fostering a culture of collaboration
and continuous improvement
Maintain in-depth knowledge of industry trends
and technology solutions
Represent the organization professionally at client meetings
How You'll Work.
Team & Collaboration
cross-functional collaboration; Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes; collaboration
Communication Scope
communication skills; strategic communications
Process & Methodology
Advanced project and management skills to prioritize and execute initiatives, Demonstrated ability to work independently and manage complex projects
Full Job Description
# _**Job Responsibilities and Requirements**_ The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering 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. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership. **Client Relationship Management** * Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. * Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. * Navigate complex client challenges, ensuring seamless service and satisfaction. * Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence. * Oversee compliance with performance guarantees and contractual obligations. * Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients. **Sales & Revenue Growth** * Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams. * Develop and execute re-enrollment strategies to maximize client engagement and retention. * Drive revenue growth by expanding product lines and increasing enrollment for existing clients. **Operational Excellence** * Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes. * Apply advanced project and management skills to prioritize and execute initiatives. * Identify and implement process improvements to enhance efficiency and client experience. **Leadership & Mentoring** * Serve
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