Middle Market Client Manager
Phoenix, AZ · Remote
$68K - $85K/yr
Participate in RFP reviews and finalist presentations as needed. Operational Excellence * Work ... Remote #LI-MR2
Phoenix, AZ · Remote
$68K - $85K/yr
Participate in RFP reviews and finalist presentations as needed. Operational Excellence * Work ... Remote #LI-MR2
Phoenix, AZ · Remote
$68K - $85K/yr
Participate in RFP reviews and finalist presentations as needed. Operational Excellence * Work ... Remote #LI-MR2
Phoenix, AZ · Remote
$90K/yr
Remote/hybrid with up to 50% travel to client sites across the western region Who you are You ... and RFP responses. * Maintain and grow a robust pipeline of opportunities, providing regular ...
Phoenix, AZ · Remote
$90K/yr
Remote/hybrid with up to 50% travel to client sites across the western region Who you are You ... and RFP responses. * Maintain and grow a robust pipeline of opportunities, providing regular ...
$15.26 - $19.21
9% of jobs
$23.09 is the 25th percentile. Wages below this are outliers.
$19.21 - $23.15
16% of jobs
$23.15 - $27.10
23% of jobs
The median wage is $27.64 / hr.
$27.10 - $31.05
12% of jobs
$31.05 - $34.99
3% of jobs
$34.99 - $38.94
2% of jobs
$38.94 - $42.88
4% of jobs
$42.88 - $46.83
1% of jobs
$49.23 is the 75th percentile. Wages above this are outliers.
$46.83 - $50.78
7% of jobs
$50.78 - $54.72
19% of jobs
$54.72 - $58.67
3% of jobs
$15
$34
$58
To excel as a Remote RFP (Request for Proposal) Specialist, candidates generally need expertise in proposal management, strong written communication, and a background in sales, business development, or procurement. Familiarity with RFP management software, CRM platforms, and proficiency in Microsoft Office Suite are highly beneficial; some roles may also value APMP certification. Outstanding attention to detail, time management, and the ability to collaborate effectively in a virtual environment are key soft skills. These abilities are crucial for producing compelling, accurate proposals that meet client requirements and deadlines in a remote setting.
Remote RFP Specialists often face challenges such as tight deadlines, coordinating input from multiple remote stakeholders, and ensuring proposals are tailored to clients' specific needs. Effective communication through digital channels, well-organized project management, and clear documentation help address these challenges. Leveraging collaborative tools and regular check-ins with the team can streamline information gathering and maintain alignment. Staying proactive and adaptable is essential for overcoming the fast-paced nature of RFP work in a remote environment.
A Remote RFP (Request for Proposal) job involves managing and responding to proposal requests from potential clients or organizations while working remotely. Professionals in this role gather requirements, coordinate with various teams, and create compelling proposals to secure business contracts. They often work in sales, marketing, or business development and must have strong writing, communication, and project management skills. This job requires attention to detail, adherence to deadlines, and the ability to work independently. Remote RFP professionals typically use collaboration tools and proposal software to streamline the process.
$68K - $85K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 15 days ago
The Middle Market Client Manager serves as the primary contact for a portfolio of middle market clients, providing expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases.
Client Relationship Management
Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution.
Build and maintain positive client relationships through regular meetings and proactive communication.
Educate clients on company processes, policies, procedures, and web services; keep clients and brokers informed of product and service enhancements.
Collaborate with implementation teams to ensure smooth transitions from implementation to ongoing client management.
Oversee compliance with performance guarantees and contractual obligations.
Present claims experience reporting and relevant data to clients.
Sales Support
Work with sales representatives to identify up-sell and cross-sell opportunities and develop re-enrollment strategies.
Coordinate and negotiate renewals for assigned clients, communicating client needs and risks.
Participate in RFP reviews and finalist presentations as needed.
Operational Excellence
Work closely with internal departments (billing, underwriting, claims) to ensure seamless operations and client satisfaction.
Apply organizational skills to manage multiple priorities and deliver quality service.
Identify and address process, policy, or technology issues impacting client satisfaction; implement solutions in partnership with the Regional Service Manager.
Participate in departmental and organization-wide projects and committees to enhance service and efficiency.
Required Knowledge, Skills, Abilities and/or Related Experience
Associate's degree required; Bachelor's degree preferred.
Minimum 2 years of group insurance client management experience.
State insurance license required.
Strong customer service, consulting, negotiation, and communication skills.
Proficiency in Excel, Word, and PowerPoint.
Ability to work independently and adapt to change.
Financial aptitude and analytical skills.
Ability to Travel: Up to 25%
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:
Our Values:
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.