Jobs at Reliance Matrix

Manages relationships and customer experience for large national insurance clients. Leads renewal, retention, cross-selling, strategy development, performance guarantees, implementations, and complex client solutions. Analyzes financial and client data, develops customized reporting, supports system changes, and collaborates with sales and internal teams. Requires group insurance expertise, relevant licenses, strong communication and presentation skills, contract negotiation experience, analytical ability, and the capacity to manage complex client relationships independently.

Sell and service group employee benefit products within an assigned territory, develop broker relationships, meet sales goals, follow underwriting and administrative procedures, provide service to policyholders and brokers, and support Regional Sales Manager as needed.

Prospects for, develops, and maintains relationships with financial advisors and sales managers in the financial institutions channel. The role drives annuity sales through territory planning, lead development, product presentations, advisor training, seminars, webinars, and strategic collaboration with relationship managers and internal partners. It also maintains sales activity records and supports revenue objectives.

Reviews, investigates, and adjudicates complex long-term disability, voluntary disability, and waiver-of-premium claims. The role analyzes medical and policy information, calculates benefit payments, manages a caseload of 60–80 claims, conducts contestable investigations, ensures regulatory compliance, and provides expert guidance and mentoring. It also supports complaint resolution, insurance department inquiries, training needs, and process improvements.

Leads moderately sized technology operations projects for the Retirement Services business, managing scope, schedules, budgets, resources, risks, stakeholders, requirements, and cross-functional teams. The role provides status reporting, coordinates internal and external partners, supports PMO methodologies, drives operational excellence, and facilitates organizational change and adoption.

Reviews and manages employee accommodation requests, evaluates medical documentation and job restrictions, facilitates the ADA interactive process, and coordinates with employees, healthcare providers, supervisors, HR, and vendors. The role maintains confidential health information, ensures HIPAA compliance, educates stakeholders on accommodations and return-to-work processes, tracks caseloads, documents decisions, and supports process improvements while staying current on applicable laws.

Responsible for selling and servicing group employee benefit products within an assigned territory. Develops broker relationships, achieves line-of-business sales goals, follows underwriting and administrative procedures, services policyholders and brokers, and supports regional sales office operations. Requires at least three years of group employee benefits sales experience, with travel of up to 50%.

This role involves adjudicating LTD claims, conducting investigations, calculating benefits, and managing claims while providing customer service in a high-pressure environment.