The Account Manager, Annuities Distribution, is responsible for managing and growing relationships with assigned Independent Marketing Organizations (IMOs) that distribute fixed, indexed, and variable annuity products. This role serves as the primary liaison between the firm and its IMO partners, ensuring strong engagement, effective issue resolution, and execution of annuity-focused sales and growth initiatives. The Account Manager partners closely with internal wholesaling, product, operations, and compliance teams to drive profitable annuity growth while supporting a high-quality producer experience.
IMO & Annuity Partner Management
- Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution
- Develop deep understanding of each IMO’s annuity strategy, producer mix, and sales focus (e.g., FIA, MYGA, Other products)
- Build trusted, consultative relationships that position the firm as a preferred annuity carrier
Annuity Sales Support & Growth Enablement
- Support IMO‑led annuity sales initiatives, including product positioning, rate and feature updates, and sales campaigns
- Coordinate with internal wholesalers to align IMO efforts with field sales priorities
- Identify production trends, growth opportunities, and at-risk relationships within annuity lines
- Support rollout of new annuity products, riders, crediting strategies, and pricing updates
Producer & Case Support
- Act as an escalation point for annuity case issues, including new business processing, suitability reviews, underwriting coordination, and policy issuance
- Partner with operations and new business teams to improve annuity cycle times and producer satisfaction
- Ensure IMOs and producers understand annuity processes, requirements, and expectations
Communication & Cross-Functional Coordination
- Serve as the central coordination point between IMOs and internal teams (sales, product, operations, compliance, technology)
- Communicate annuity-specific updates such as rate changes, product enhancements, underwriting requirements, and system changes
- Support IMO business reviews, annuity planning sessions, and strategic growth discussions
Compliance & Risk Awareness
- Ensure annuity distribution activities align with regulatory requirements (e.g., suitability/best interest standards) and firm policies
- Partner with compliance and legal teams on annuity-related questions or escalations
- Reinforce compliant, ethical annuity sales practices across IMO and producer relationships
Reporting & Business Insights
- Track annuity production, trends, persistency indicators, and partner engagement metrics
- Prepare relationship and production summaries for sales leadership
- Use insights to recommend actions that improve annuity growth, mix, and partner performance
Required Knowledge, Skills, Abilities and/or Related Experience
- Bachelor’s degree or equivalent experience
- 5+ years of experience in annuity distribution, insurance, or retirement financial services
- Direct experience working with IMOs, BGAs, or similar third-party annuity distribution partners
- Strong knowledge of fixed, indexed, and/or variable annuity products
- Proven relationship management and issue‑resolution skills
- Experience supporting annuity new business, underwriting, or operations, preferred
- Familiarity with annuity suitability, best interest, and regulatory requirements, preferred
- Experience partnering with wholesalers and field sales organizations, preferred
- CRM experience (e.g., Salesforce), preferred
Ability to Travel: Up to 50%
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:
- 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
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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Skills Required
- Bachelor's degree or equivalent experience
- 5+ years of experience in annuity distribution, insurance, or retirement financial services
- Direct experience working with IMOs, BGAs, or similar third-party distribution partners
- Strong knowledge of fixed, indexed, and/or variable annuity products
- Proven relationship management and issue‑resolution skills
- Experience supporting annuity new business, underwriting, or operations
- Familiarity with annuity suitability, best interest, and regulatory requirements
- Experience partnering with wholesalers and field sales organizations
- CRM experience (e.g., Salesforce)
Reliance Matrix Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Reliance Matrix and has not been reviewed or approved by Reliance Matrix.
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Leave & Time Off Breadth — PTO and holidays are presented as generous, with examples including new‑hire accruals, a paid volunteer day, and enhanced holiday pay for certain schedules. Some accounts highlight excellent PTO accrual and strong time‑off practices in parts of the organization.
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Retirement Support — A 401(k) with an immediately vested company match is included as a standard offering. This indicates accessible retirement support from the start of employment.
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Parental & Family Support — Paid parental leave and adoption assistance are part of the package alongside broader wellbeing resources. These elements signal family‑oriented support beyond core medical benefits.
Reliance Matrix Insights
What We Do
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
