Reliance Matrix · 23 hours ago
Account Consultant II
Phoenix, AZ
Full-time
Hybrid
Entry, Mid Level
$64K/yr - $79K/yr
2+ years expReliance Matrix is a company that supports National and Strategic Account Customers. They are seeking an Account Consultant II who will work closely with Client Managers to provide daily service to clients in Life, Disability, and Absence Management.
Employee BenefitsFinancial ServicesInsuranceMental HealthRetirement
Responsibilities
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
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
Maintains account management database (salesforce.com) 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
Qualification
Required
2 years experience with large case group insurance clients required
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
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
Preferred
Bachelors degree in related field preferred
Group life and health license preferred
Knowledge of group insurance underwriting a plus
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
Company
Reliance Matrix
Reliance Matrix provides financial protection, absence management, and supplemental health benefits solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Srinivas Jonnada
SVP & CIO
Recent News
2026-01-15
2026-01-07
2025-10-21
Company data provided by crunchbase