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Designs, develops, and delivers instructor-led and virtual training for new hires and existing staff; creates curriculum, assessments, and job aids; coaches and mentors learners; evaluates training effectiveness; collaborates with leadership to identify training needs and optimize knowledge management and processes; may travel up to 20% for training.

Supports new client launches by mapping, transforming, reviewing, correcting, and loading historical leave data into Reliance Matrix systems. Analyzes requirements, tickets, business impacts, and complex datasets; leads conversion projects; researches system issues; responds to customer inquiries; documents resolutions; prioritizes escalations; and communicates project updates. The role also contributes to systems support and continuous improvement while collaborating across teams to improve claimant and operations experiences.

Manage employee accommodation requests under ADAAA, PWFA and state law by reviewing medical documentation, conducting interactive assessments, coordinating with employees, employers and medical vendors, maintaining HIPAA-compliant records, and educating HR on return-to-work and accommodation processes.

The Sales Representative will be responsible for selling Group Products, developing brokers, adhering to company procedures, and providing service to clients in their assigned territory.

The Account Consultant II manages daily client services for large accounts, collaborating with Client Managers on client strategies, project management, and issue resolution while delivering exceptional customer service.

Sell group insurance products to producers and brokers within an assigned territory, achieve line-of-business sales goals, develop broker relationships, follow administrative and underwriting procedures, and service policyholders and brokers. Assist the Regional Sales Manager with sales office operations. The role requires at least three years of group employee benefit sales experience and travel up to 50%.

Responsible for selling and servicing group employee benefit products within an assigned territory. Develops broker relationships, achieves line-of-business sales goals, follows underwriting and administrative procedures, services policyholders and brokers, and supports regional sales office operations. Requires at least three years of group employee benefits sales experience, with travel of up to 50%.

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.