National Client Executive Central Region

Reliance Standard Life Insurance Company•Addison, TX
•Hybrid

About The Position

The National Client Executive owns the overall relationship and customer experience for assigned national clients, typically groups of 2,000 or more lives. As the lead of a team of professionals, this role coordinates service capabilities to meet commitments, exceed expectations, and resolve customized client needs. The executive reviews financial performance, retention, and growth, and serves as a subject matter expert on disability, life, FML, state and company leaves (paid and unpaid), and ADA. The role leads renewal strategy, retention, and cross-selling for premier clients; supports profitable growth of the consulting base; leads finalist meetings; and manages complex client activities such as mergers, divestitures, performance guarantees, and plan-change discussions. It develops customized client strategies using client data, benchmarks, and industry trends, and collaborates with sales, implementation, and internal support teams to support new and existing business. The National Client Executive manages senior client and broker relationships, coordinates implementation and renewal work across departments, analyzes data to identify trends and solutions, creates customized reporting, and supports complex HRIS, payroll, and vendor system changes. The expected annual base-pay hiring range for the primary location, Addison, Texas, is $94,090–$125,610. Work location may be flexible with company approval; hybrid arrangements are available for eligible roles.

Requirements

  • Bachelor’s degree (BS/BA) in business or a related field.
  • At least 5 years of group insurance experience servicing clients or in client management.
  • At least 3 years of group insurance experience involving absence management, disability, leave, and life insurance, as well as experience in client management, sales, or underwriting.
  • Required Group Life and Health license(s).
  • Knowledge of Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
  • Self-motivated, able to manage own workload, and able to work autonomously with limited supervision.
  • Ability to champion company and department goals and drive client adherence to initiatives.
  • Excellent presentation, written, and verbal communication skills.
  • Ability to multitask and manage tight deadlines.
  • Strong analytical and problem-solving skills.
  • High level of customer-service orientation.
  • Ability to prioritize daily responsibilities, discern urgent needs, and escalate as needed.
  • Experience negotiating complex contracts and agreements.
  • Adaptability and ability to learn and grow in a changing environment.

Responsibilities

  • Own the overall client relationship and customer experience for assigned national clients, leading a team to deliver service commitments and resolve customized client needs.
  • Review financial metrics, retention, and growth for the assigned client portfolio.
  • Advise clients as a subject matter expert on disability, life, FML, state and company leaves (paid and unpaid), and ADA.
  • Drive renewal strategy for premier clients, with input from sales and practice leaders, and support profitable growth of the consulting base.
  • Lead finalist meetings, including complex solution discussions with large teams.
  • Identify and execute cross-selling opportunities for additional lines of business.
  • Manage client merger and divestiture activities to support smooth transitions.
  • Manage and negotiate complex performance guarantees and discuss potential downstream effects of plan changes with clients.
  • Achieve or exceed assigned service, client persistency, implementation, and customer satisfaction metrics.
  • Develop efficient strategies and workflows to grow existing business and manage annual strategies for client retention and profitable growth.
  • Interpret client data against benchmarks and recommend customized strategies based on client information and industry trends.
  • Collaborate with the Regional Sales Office, Implementation Manager, and internal support teams on strategies and workflows for new and existing business.
  • Build and manage high-level relationships with client and broker decision-makers.
  • Coordinate with functional departments to implement new business and prepare for renewals.
  • Analyze raw data to identify trends and develop solutions; create ad hoc and customized reports for top brokers and clients.
  • Support clients through complex HRIS, payroll, and vendor system changes.

Benefits

  • Annual performance bonus for all team members.
  • Generous 401(k) company match that is immediately vested.
  • Choice of three medical plans, including prescription drug coverage; company HSA contribution for High Deductible Health Plan enrollees.
  • Multiple dental and vision coverage options.
  • Company-provided life and disability insurance.
  • Paid parental leave and adoption assistance.
  • Hybrid work arrangements for eligible roles.
  • Tuition reimbursement and continuing professional education.
  • Paid time off, starting at at least 20 days annually for new hires, plus nine company-paid holidays; PTO may increase with company level and years of service.
  • Volunteer days, community partnerships, and an Employee Assistance Program.
  • Employee Resource Group program.
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