Account Consultant II - United States - Reliance Matrix

    Reliance Matrix
    Reliance Matrix United States

    1 day ago

    $55,000 - $95,000 (USD) per year *
    Description
    Job Responsibilities and Requirements
    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.
    CLIENT SUPPORT
    • 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.
    CLIENT MANAGEMENT
    • 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.
    ADMINISTRATIVE
    • Maintains account management database ) 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.
    Required Knowledge, Skills, Abilities and/or Related Experience
    • 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%
    The expected hiring range for this position is $63, $79,440.00 annually for work performed in the primary location (Phoenix, AZ). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.
    Work location may be flexible if approved by the Company.
    What We Offer
    At Reliance Matrix, we believe that fostering an 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 - 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
    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.
    * This salary range is an estimation made by beBee
  • Work in company

    Accounting Consultant

    Only for registered members

    Screen reader users may encounter difficulty with this site. For assistance with applying, please contact hr- If you have questions while submitting an application, please review these frequently asked questions. · Current Employees and Students: · If you are currently employed o ...

    United States $65,000 - $125,000 (USD) per year Full time

    1 week ago

  • Work in company

    Accounting Consultant

    Only for registered members

    Are you an active and successful independent Accounting Manager/Accounting consultant looking to partner with an impactful service provider? If so, we want to connect · This a part-time/fractional role for Ravix Group, a trusted provider of outsourced accounting, finance, HR, and ...

    United States $65,000 - $125,000 (USD) per year Part time

    1 week ago

  • Work in company

    Consultant, Accounting

    Only for registered members

    We are looking for a hands-on detail-driven Accounting Consultant on an interim basis to support our finance and accounting team. This role will play a critical part in supporting day-to-day accounting operations including general accounting compliance and international subsidiar ...

    United States

    1 month ago

  • Work in company Remote job

    Consultant, Accounting

    Only for registered members

    We are looking for a hands-on, detail-driven Accounting Consultant on an interim basis for three to six months (3-6 months) to support our finance and accounting team with the opportunity to help scale to a leading edge accounting function. This role will play a critical part in ...

    United States

    1 month ago

  • Work in company

    Consultant, Accounting

    Only for registered members

    · Founded in 2012, is on a mission to democratize AI. As the world's leading agentic AI company, converges Generative and Predictive AI to help enterprises and public sector agencies develop purpose-built GenAI applications on their private data. With a focus on Sovereign AI—s ...

    United States $80,000 - $100,000 (USD) per year

    1 week ago

  • Work in company Remote job

    Consulting Account Executive

    Only for registered members

    Overview · Leads the contributions of the Account Team and the Consulting account team. Leads the Industry Solutions account planning contribution with the wider Microsoft Customer and Partner Solutions account team. Owns and maintains in agreement with the core account team. L ...

    United States $65,000 - $115,000 (USD) per year

    2 weeks ago

  • Work in company

    Sr. Accounting Consultant

    Only for registered members

    · BTA Inc. is a recruiting agency. We are launching a new offering to provide staff augmentation services to clients in the areas of Accounts Payable, Accounts Receivable. We have come to find that identifying high quality professionals in this area is extremely tedious by tradi ...

    United States $90,000 - $150,000 (USD) per year

    1 week ago

  • Work in company

    Account Manager for HR Consulting

    Only for registered members

    Job Details: · Job Title: Account Manager · Client: HR Consulting · Working Location: NY or NJ area / Mainly remote, occasionally visiting clients · Working style: Mainly remote/Hybrid · Employment Type: Permanent/Full-time · Salary: DOE (50K-90K per yr.+) · Benefit: Full Benefit ...

    United States

    2 weeks ago

  • Work in company

    Salesforce Account Engagement Consultant

    Only for registered members

    CGI is seeking a Salesforce Account Engagement Consultant with expertise in Salesforce Marketing Cloud Account Engagement (formerly Pardot) to help our telecom client design, implement, and optimize marketing automation strategies. · Partner with clients to understand their marke ...

    United States

    1 month ago

  • Work in company

    Finance & Accounting Consultant (CPA)

    Only for registered members

    We are building AI-powered finance agents that automate the month-end close and core accounting workflows for mid-market companies. Our product replaces manual, error-prone processes – bank reconciliation, cash application, recurring journal entries, and more – with autonomous ag ...

    United States $55,000 - $115,000 (USD) per year

    1 day ago

  • Work in company

    Channel Account Executive, Consulting Partnerships

    Only for registered members

    Who we are is what we do. · Deel is the all-in-one payroll and HR platform for global teams. Our vision is to unlock global opportunity for every person, team, and business. Built for the way the world works today, Deel combines HRIS, payroll, compliance, benefits, performance, a ...

    USA

    1 week ago

  • Work in company

    Senior Federal Accounting Consultant (5073)

    Only for registered members

    · We are seeking a Senior Federal Accounting Consultant for the implementation of BAS for a Federal customer. Candidates should have familiarity and experience with the Federal financials and accounting processes and experience with system implementations. · Essential Duties & R ...

    United States Full time

    1 week ago

  • Work in company

    Construction Accounting(Procore) Consultant II

    Only for registered members

    · Overview · At Wipfli, people count. · At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. · We believe in flexibility. We focus on relationships. We encourage each individual to follow their ...

    United States

    1 day ago

  • Work in company

    Senior Federal Accounting Consultant (5073)

    Only for registered members

    We are seeking a Senior Federal Accounting Consultant for the implementation of BAS for a Federal customer. Candidates should have familiarity and experience with the Federal financials and accounting processes and experience with system implementations. · Essential Duties & Resp ...

    United States

    4 days ago

  • Work in company Remote job

    Channel Account Executive, Consulting Partnerships

    Only for registered members

    Deel es la plataforma pagaol e HR para equipos globales. Nuestra visión es desbloquear oportunidades globales para cada persona, equipo y negocio. Esta es una descripción del puesto Channel Account Executive en Deel. ...

    United States

    2 weeks ago

  • Work in company

    Senior Federal Accounting Consultant (5073)

    Only for registered members

    · We are seeking a Senior Federal Accounting Consultant for the implementation of BAS for a Federal customer. Candidates should have familiarity and experience with the Federal financials and accounting processes and experience with system implementations. · Essential Duties & R ...

    United States

    1 week ago

  • Work in company

    Lead Principal Consultant, Cerner Patient Accounting

    Only for registered members

    Description · As a recognized authority and leading contributor within their practice, this senior-level consulting position provides consistent high quality and innovative solution leadership to a project team. Leads the solution design and implementation aspects of engagement(s ...

    United States

    1 week ago

  • Work in company

    Lead Principal Consultant, Health Patient Accounting

    Only for registered members

    Description · As a recognized authority and leading contributor within their practice, this senior-level consulting position provides consistent high quality and innovative solution leadership to a project team. Leads the solution design and implementation aspects of engagement(s ...

    United States

    1 week ago

  • The Workday Financials Senior Principal Consultant will lead financials workstream specifically for the assigned set of accounts. The role involves leading multiple tasks and projects simultaneously and prioritizing tasks effectively in a fast-paced environment. · Onshore functio ...

    USA - United States -

    1 month ago

  • · Requisition ID: 6716 · Job Title: Specialty Nutrition Systems, Long-Term Feeding Account Consultant - Connecticut · Job Country: United States (US) · Here at Avanos Medical, we passionately believe in three things: · Making a difference in our products, services and offers, ne ...

    United States

    1 week ago

  • · Requisition ID: 6699 · Job Title: Specialty Nutrition Systems, Long-Term Feeding Account Consultant - Kentucky (Louisville, Lexington) · Job Country: United States (US) · Here at Avanos Medical, we passionately believe in three things: · Making a difference in our products, se ...

    United States

    1 week ago

Jobs
>
Account consultant ii