Mgr. - Regional Service - Southeast Region

Job Responsibilities and Requirements

The Manager

• Regional Service is directly responsible for overseeing and managing a designated Sales region of service and regional account management staff.

The Manager

• Regional Service will assist in the development of coordinated best practices and effective workflows within the Regional Service Team, including (but not limited to) all areas of client service delivery and general office administration. The Manager

• Regional Service will also function as a liaison and advocate on behalf of their office to various home (administrative) office departments as well as to the Sales Operations area.

The Manager

• Regional Office will be a contributor and participant in various initiatives and projects, in accordance with corporate goals and objectives. They will assist in developing and monitoring training programs for both new hires and existing staff as required, and in facilitating the performance management and development of their staff.

Duties and Responsibilities:

• With the Service leadership team, lead all service and account management positions within the Regional Sales Territory. Effectively manage all business functions and workflow in support of corporate sales, persistency and profitability goals. This includes (but is not limited to):

• Manage all service team members, successfully meeting all required productivity, quality and staffing metrics.

• Prepare annual performance evaluations and development plans.

• Hire, performance manage and participate in employee terminations.

• Communicate and provide accurate job descriptions as well as career path footprints for designated Regional Sales Territory

• Adhere to best practice management standards, as determined by Service Operations leadership (i.e., core processes/workflows, staff meetings structure, performance review standards, etc.)

• In conjunction with Service Leadership, this position will be responsible for ensuring the assigned Regional Sales Territory meets all its assigned service/sales support goals, best practices/operational excellence, objectives, service, productivity, quality and quantity targets.

• Work to ensure successful Regional Sales Territory involvement as necessary to support National Accounts, including subject matter expertise for integrated disability (Matrix) products.

• As necessary, work with Regional Sales Manager to coordinate plans for office expansion or move.

• Ensure that the Service team is performing key activity metrics and documentation of client strategies and status as required by office, segment size, etc.

• Manage all in force and renewal activities to ensure timely resolution of service issues, delivery of renewal data, etc. the overall Regional Sales Office sales, service and support workflow, servicing of the in-force block and improving customer satisfaction and retention

• Achieve all required metrics relating to service delivery and persistency.

• All other duties as assigned.

Education, Qualifications and Experience:

• Relevant Bachelor's Degree and minimum 5 years directly related work experience, preferably in the Group Insurance Industry within a Regional Sales Office.

• Minimum of 3 years of relevant supervisory experience, including superior influencing skills at all levels of staff and management

• PC proficiency, including MSOffice Suite products as well as the ability to become proficient on required internal system applications on a timely basis.

• Ability to thrive in a fast-paced, challenging and collaborative sales environment

• Strong organizational and time management skills, as well as the ability to work independently with minimal hands-on supervision.

• Commitment to continuous, ongoing improvement in the level of service provided by all sales, service and support staff within the assigned Regional Sales Office

• Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors

• Ability to display and use excellent discretion and judgment.

• Strong overall focus on providing "best practices" sales, service and support to the assigned Regional Sales Office producer staff, brokers, clients and Administrative Office population.

• The candidate must be able to maintain confidential information

• Incumbent must be appropriately licensed (Life and Health for assigned States)

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that creating a more diverse, equitable and 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:

• 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, volunteer days, community partnerships, and Employee Assistance Program

• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council

Our Values:

• Integrity

• Empowerment

• Compassion

• Collaboration

• Fun

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.

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