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Reliance Matrix · 6 hours ago

Director - National Accounts SE

Atlanta, GA

Full-time

Hybrid

Senior Level, Lead/Staff

$118K/yr - $158K/yr

8+ years exp

Reliance Matrix is seeking a Director - National Accounts to lead the execution of national client retention and growth strategies. This role involves managing a team of Account Managers to enhance client relationships and achieve business objectives.

Employee BenefitsFinancial ServicesInsuranceMental HealthRetirement

Responsibilities

Manages the market strategy to achieve the retention and growth plan

Achieves retention/membership growth and persistency goals

Ensures Client specific development plans are created and executed on by the Account Managers that report to them

Works with Account Managers to ensure the renewal process is managed accordingly and presentation process completed for assigned clients

Develops and maintains strong intelligence capability through customer/broker contact and formal competitive analysis

Achieves/exceeds earnings plan

Customer Centricity – Listens closely with empathy to the needs and experiences of customers and clients; responds to concerns with a sense of urgency; designs solutions with the end-user in mind

Completes all reporting requirements on time

Develops and executes tactical plans to achieve organizational objectives

Ensures the use of, and accurate and timely completion, SalesForce and all other organization reporting tools and resources

Monitors critical metrics/dashboards to identify operational strengths, weaknesses and opportunities for improvement

Successfully and strategically partners with all internal departments including National Accounts Implementation Leader, Middle Market field Leadership, Operations etc. for effective, efficient, profitable delivery of initial and ongoing client management

Champions for effective utilization of the National Accounts management tools, including the CRM database (Salesforce.com), as well as team compliance with the usage requirements and comprehension of the national accounts Client Reporting Package (CRP)

Business Acumen - Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization; deep knowledge of existing and emerging competition; is aware of how strategies and tactics work in the marketplace

Works with each individual team member to build and execute individual development action plans

Coaches team in their individual development needs

Influential Leadership – Is skilled at getting individuals, teams, and other departments to embrace change; negotiates skillfully to achieve a fair outcome or promote a common cause; communicates a compelling vision and is committed to what needs to be done; inspires others; builds motivated, high-performing teams; understands what motivates different people

Ensures leaders recognize the development of internal talent is a priority; identifies succession candidates for key positions; shapes roles and assignments that leverage and develop people’s capabilities

Creates a climate in which people want to do their best; can motivate many kinds of direct reports and team or project members; can assess each person's hot button and use it to get the best out of him/her; pushes tasks and decisions down; empowers others; invites input from each person and shares ownership and visibility; makes each individual feel his/her work is important; is someone people like working for and with

Responsible for managing a team of 10 – 15 Account Managers

Accountable for a $350-400M book of business

Qualification

National Accounts ManagementGroup Insurance SalesLeadership SkillsMicrosoft ExcelMicrosoft WordNegotiation SkillsProject ManagementCustomer CentricityInfluential LeadershipMotivating OthersAssessing Talent

Required

Bachelor's degree required, Master's degree preferred

8-10 years experience in a group insurance sales management, claims or underwriting role, including a minimum of 5 years demonstrated success in a National Accounts Management role (or equivalent experience) in the employee benefits industry

Must have demonstrated superior capabilities in leadership, driver of existing business retention and growth plan execution, strong negotiation skills, management and an ability to successfully lead a multi-tiered team

Knowledge of Reliance Standard and Matrix Absence Management products and systems strongly desired

Knowledge of the group insurance market is required, including product knowledge in the areas of disability (LTD and STD), absence management and life insurance

Proven success in field group insurance sales experience strongly preferred

The ability to leverage influence throughout the organization (without direct authority), and to multi-task in a dynamic and complex environment is required

Exceptional project management, financial and leadership skills are required

Superior presentation skills are required

Proficiency in Microsoft Excel and Word required

Preferred

Master's degree preferred

Knowledge of Reliance Standard and Matrix Absence Management products and systems strongly desired

Proven success in field group insurance sales experience strongly preferred

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