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    Client Service Representative, National Accounts - Charlotte, United States - Reliance Matrix

    Reliance Matrix
    Reliance Matrix Charlotte, United States

    3 weeks ago

    Default job background
    Full time
    Description

    Job Responsibilities and Requirements

    The Client Service Representative, National Accounts works closely with the National Client Managers, Account Consultants and their leadership, as a liaison to the various administrative office functional departments (contracts, billing, medical underwriting, etc.) including managing the day-to-day administrative functions. Accountable for the day-to-day service experience of his/her assigned book of business.

    Administrative

  • Works with Marketing on preparation of all client-facing collaterals such as training materials, highlight sheets, etc.
  • Supports Client and Broker reporting requests (eServices, Datamart).
  • Coordinates RSO staffing resources for onsite enrollment activities, as needed during peak season.
  • Works closely with Manager of National Accounts on critical projects that work to enhance operating efficiency.
  • Maintains client contact sheets and is responsible for managing the contact sheet repository.

    • Client Support

  • Provides client service, support and advocacy with functional areas as required (i.e., facilitation of support and/or appropriate triage of inquiries and issues including, billing, contracts, etc.).
  • Conducts routine troubleshooting & supports general functions from implementation through termination of cases.
  • Facilitates eServices new user access and troubleshoots user issues.
  • Provides RSL web based training.
  • Supports brokers on Schedule A and Schedule C requests.

    • Required Knowledge, Skills, Abilities and/or Related Experience

  • Bachelor's Degree strongly preferred.
  • Minimum of 1-2 years of group insurance preferred.
  • Experience in a client-facing role.
  • Group Life and Health License(s) preferred.
  • Ability to manage multiple priorities and reprioritize as needed.
  • Strong organizational skills in a deadline driven environment.
  • Strong analytical and problem solving skills.
  • Strong written/verbal communication and customer diplomacy skills and the ability to influence all levels of management.
  • Expertise in using basic Microsoft Office applications, including PowerPoint, Excel and Word
  • Ability to become proficient on all relevant RSL & Matrix internal applications, including but not limited to PACS, Vue, eServices, Datamart, etc.

    • Ability to Travel: None

    Hiring Range: $ $29.29 Hourly*The hiring range listed in this posting represents the expected hiring range for work performed in the primary location (Philadelphia, PA). If this role is eligible for remote work, or will report to a different office than the one listed above, the hiring range may differ.

    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, 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.

    #LI-Hybrid #LI-AS1
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