Senior Middle Market Client Manager

Reliance Matrix•Boston, MA

3d•$80,640 - $107,660•Hybrid

About The Position

The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership.

Requirements

Bachelor’s degree in Business or related field.
Minimum 4 years of group insurance client management experience.
State insurance license required.
Proven expertise in client management, consulting, negotiation, and leadership.
Advanced proficiency in Excel, Word, and PowerPoint.
Strong analytical, organizational, and communication skills.
Demonstrated ability to work independently and manage complex projects.
Demonstrated financial aptitude and analytics skills
Ability to Travel: Up to 50%

Responsibilities

Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues.
Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications.
Navigate complex client challenges, ensuring seamless service and satisfaction.
Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence.
Oversee compliance with performance guarantees and contractual obligations.
Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients.
Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams.
Develop and execute re-enrollment strategies to maximize client engagement and retention.
Drive revenue growth by expanding product lines and increasing enrollment for existing clients.
Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes.
Apply advanced project and management skills to prioritize and execute initiatives.
Identify and implement process improvements to enhance efficiency and client experience.
Serve as a subject matter expert, sharing best practices and mentoring colleagues.
Lead by example, fostering a culture of collaboration, integrity, and continuous improvement.
Maintain in-depth knowledge of industry trends, regulatory changes, and technology solutions.
Represent the organization professionally at client meetings, industry events, and internal forums.

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