Account Consultant II

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%

The expected hiring range for this position is $66,640.00 - $83,300.00 annually for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.

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:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

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.

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