Teams 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.

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.