Account Consultant II

Reliance Matrix•St. Louis, MO

11d•$63,540 - $79,440•Hybrid

About The Position

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.

Requirements

Bachelors degree in related field preferred.
2 years experience with large case group insurance clients required.
Group life and health license preferred.
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%

Nice To Haves

Knowledge of group insurance underwriting a plus.

Responsibilities

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.
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, project management, 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.
Maintains account management database (salesforce.com) for assigned clients.
Project management as assigned by leadership.
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.

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