National Client Executive Central Region

Reliance Matrix•St. Louis, MO

9d•$94,090 - $125,610

About The Position

The National Client Executive owns the overall relationship and customer experience for assigned national clients, leading a team of professionals to deliver promised services, use company capabilities effectively, exceed expectations, and resolve custom client needs. The role reviews financial metrics, retention, and growth across an assigned client block. It serves as a subject matter expert on Disability, Life, FML, state and company leaves (paid and unpaid), and ADA. Typical client groups have 2,000 or more lives. The executive leads renewal strategy and supports profitable growth, retention, cross-selling, finalist presentations, complex performance guarantees, and merger or divestiture transitions. The role develops customized client strategies informed by client data, benchmarks, and industry trends; coordinates with sales, implementation, and internal support teams; and manages relationships with client and broker decision-makers. It also analyzes data, develops tailored reporting, and supports complex client system changes involving HRIS, payroll, and vendors.

Requirements

Bachelor’s degree in business or a related field.
At least five years of group insurance experience servicing clients or managing client relationships.
At least three years of group insurance experience in 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 and able to manage work independently.
Ability to champion company and department goals and drive client adherence to initiatives.
Excellent presentation and written and verbal communication skills.
Ability to multitask and manage tight deadlines.
Strong analytical and problem-solving skills.
Strong customer-service orientation.
Ability to manage responsibilities with limited supervision and work autonomously.
Ability to prioritize daily responsibilities, recognize 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 customer experience and overall relationship for assigned national clients.
Lead a team of professionals to deliver services, address custom client needs, and exceed expectations.
Review financial metrics, retention, and growth for the assigned client block.
Serve as a subject matter expert on Disability, Life, FML, state and company leaves, and ADA.
Drive renewal strategy for premier clients, with input from sales and practice leaders.
Provide comprehensive service and help grow the company’s top consulting base profitably.
Lead finalist meetings, often involving large teams and complex solution discussions.
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.
Discuss potential downstream effects of plan changes with clients.
Meet or exceed assigned service, persistency, implementation, and customer satisfaction metrics.
Develop efficient strategies and workflows to grow the existing book of business among top clients.
Develop and manage annual client strategies that support persistency and profitable growth.
Interpret client data in relation to benchmark data and recommend customized strategies based on client data and industry trends.
Coordinate with the Regional Sales Office, Implementation Manager, and internal support resources on strategies and workflows for new and existing business.
Build and manage relationships with client and broker decision-makers.
Work across functional departments to implement new business and prepare for renewals.
Analyze raw data to identify trends and develop solutions; create ad hoc and customized reporting for top brokers and clients.
Support clients through complex system changes involving HRIS, payroll, and vendors.

Benefits

Annual performance bonus for all team members.
401(k) company match that is immediately vested.
Choice of three medical plans, including prescription drug coverage; company contribution to a Health Savings Account for High Deductible Health Plan enrollees.
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.
At least 20 days of paid time off per year for new hires, plus nine company-paid holidays; PTO may increase based on company level and years of service.
Volunteer days, community partnerships, and an Employee Assistance Program.
Employee Resource Group program.