Teams at Reliance Matrix

Lead a regional sales team (5–9 reps) to grow premium, case count, retention and profitability. Develop territory strategies, coach brokers and reps, manage underwriting and operations coordination, ensure CRM and reporting accuracy, drive culture and talent decisions, and handle escalated customer service and implementation issues. Travel nationally up to 50% and maintain personal production (~10%).

Lead client relationships for large national group insurance clients (2000+ lives), drive retention and cross-sell, develop customized strategies, manage renewals/mergers, analyze client data, coordinate internal teams, and ensure service delivery and profitability.

The National Client Executive manages client relationships for national accounts, drives retention and growth, and develops strategies for client success while ensuring high customer satisfaction.