You haven't searched anything yet.
Job Responsibilities and Requirements
This role supports National and Strategic Account Customers by working closely with Client Managers providing daily service to our Life, Disability and Absence Management clients.
Works closely with the Client Managers on executing business plans and delivering on strategic initiatives. The NA Account Consultant acts as the internal and external daily point of contact on issue resolution, partners with cross-functional internal partners to drive client initiatives, and monitors projects and open tasks.
CLIENT SUPPORT
Partners with Client Managers on a book of business comprised of the company’s National and Strategic Accounts.
Collaborates with Client Managers to provide clients with alternative solutions.
Works effectively with Client Managers, sales and operational partners to realize client goals.
Shares expertise with Client Managers to help create client strategies; supports and executes on strategies to help ensure persistency and profitable growth.
Supports Client Managers and Operations with the rollout of new technology.
Works closely with Client Managers to install new programs, products and services.
Trains and supports clients on employer facing systems.
Works with brokers, sales, and account management on requests for data.
Provides support for Client Services Inventory analysis.
Medical Underwriting Applicant status, EOI maintenance & reporting support.
Ongoing maintenance of client payroll calendars for accurate benefit calculation.
Works with clients on communication such as Intake letters and scripting and employer’s correspondence binder.
Assists Client Managers with annual stewardship reporting packages and presentation content when needed.
Attends and / or hosts internal and external conference calls / meetings with client, Operations, Claims, etc when needed.
CLIENT MANAGEMENT
Delivers exceptional customer service as the main point of contact for clients on day-to-day account management needs, including but not limited to, reporting, contracts and plan design, data analytics, evidence of insurability, performance guarantee monitoring and delivery, billing and, client termination procedures, task workflows, service tickets and client change notices, issue resolution and general inquiries.
Develops strong relationships with Client Managers, clients, consultants, sales partners, operations and other internal and external partners.
Achieves or exceeds assigned metrics for client persistency, and customer satisfaction.
ADMINISTRATIVE
Maintains account management database (salesforce.com) for assigned clients.
Creates meeting agendas, minutes and tracks all deliverables and project plans.
Creates and maintains standard operating procedures as needed.
Coordinates with clients and brokers on enrollment and benefit fairs.
Required Knowledge, Skills, Abilities and / or Related Experience
Bachelors degree in related field required.
2 years experience with large case group insurance clients required.
Group life and health license required.
Self-driven, motivated individual with a consultative mindset and excellent skills at building strong relationships.
Ability to work as a team, under the direction of Client Managers.
Knowledge of group insurance underwriting a plus.
Expertise with PowerPoint, Excel and Word and other basic Microsoft Office applications.
Strong analytical skills and attention to detail.
Excellent oral and written communication skills.
Ability to Travel : Up to 10%
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that creating a more diverse, equitable and inclusive culture allows us to realize more of our potential.
And we can’t do this without our most important asset you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits :
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation.
We assure you that your opportunity for employment depends solely on your qualifications.
LI-Hybrid #LI-AS1
Last updated : 2024-06-20
Full Time
$62k-83k (estimate)
04/30/2024
09/17/2024
The job skills required for Account consultant ii include Customer Service, Presentation, Account Management, Initiative, Written Communication, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Account consultant ii. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account consultant ii. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Account consultant ii positions, which can be used as a reference in future career path planning. As an Account consultant ii, it can be promoted into senior positions as an Account Executive - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account consultant ii. You can explore the career advancement for an Account consultant ii below and select your interested title to get hiring information.