RSLI LTD

Project Manager

• The IS Project Manager Lead role comprises managing medium to large scale strategic IT projects as part of a multi-year IT transformation program aligned to organizational goals and strategy.
• The role encompasses understanding the Agile processes, partnering with Product Owner, and business leadership/project teams.
• It requires working with vendors/clients and keeping the team focused by shielding/managing distractions to help deliver quality projects on-time and on budget.
• This role will support the organization’s goals by bringing positive change, suggesting innovative, practical solutions to problems, and managing projects across domains (technical/business).
• Provide support to project team by managing project scheduling, RAID management, change management, and status reporting
• Project duties include requirements gathering, guiding internal customers through the project life cycle, and supporting go-live and post-implementation support
• Create and maintain project documents in various capacities and regularly conduct internal and external project reviews to work to improve processes
• Manage/coordinate agile ceremonies with the Product Owners and concerned business partners and coach individuals in Agile processes and tools
• Help teams to clarify goals and activities to be on-track, ensure the correct use of agile process, and monitor/eliminate team conflicts
• Understand a given business case, analyzes the results of any feasibility studies, and assists management with the core definition of a given project
• Works with Quality Assurance to assure results of deliverables meet accuracy standards and facilitates User Acceptance Testing
• Build relationships of trust across functions and organizations; communicate goals, timelines, and deliverables effectively across team
• Recommend improvements to established business processes while continuing to deliver high value in execution and tracking impact
• Refine and adjust tactics to best suit the organization and its project success.
• Assist peers and others in traditional and agile project management activities
• Other duties as defined by management, including RFI and RFP development and evaluation; vendor and partner management

Lead Project Manager

Account Executive

• The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.
• As the lead of a team of professionals, they will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom client needs.
• They will review the financial metrics, retention and growth of the assigned block.
• Serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA.
• Develops an effective, efficient strategy and workflow for growing the existing book of business of the company’s top clients.
• Develops and manages annual client strategies to ensure persistency and profitable growth.
• Provides comprehensive service and directly assists in profitably growing the company’s top consulting base.
• Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders.
• Leads finalist meetings typically with large teams and can include navigating complex solution discussions.

National Client Executive

Sales

• Master our products and business model through deep‑dive training in group employee benefits, underwriting, and sales strategy.
• Learn the inner workings of a regional sales office and see firsthand how we acquire, retain, and support our clients.
• Develop world‑class relationship‑building and communication skills — essential for winning business and driving client satisfaction.
• Gain your state insurance license , fully sponsored by Reliance Matrix.
• Shadow top performers and build your professional network across multiple teams and functions.
• Apply your learning immediately by working through real client cases alongside your manager and peers.
• Earn your Certified Leave Management Specialist (CLMS) designation , giving you a competitive edge as a recognized leave management expert.

Sales Training and Readiness Program

Account Manager

• The Account Manager 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.
• 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
• 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
• 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
• 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
• 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
• 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

Client Services Representative

• Master our products and business model through deep‐dive training in group employee benefits, underwriting, and sales strategy.
• Learn the inner workings of a regional sales office and see firsthand how we acquire, retain, and support our clients.
• Develop world‐class relationship‐building and communication skills — essential for winning business and driving client satisfaction.
• Gain your state insurance license, fully sponsored by Reliance Matrix.
• Shadow top performers and build your professional network across multiple teams and functions.
• Apply your learning immediately by working through real client cases alongside your manager and peers.
• Earn your Certified Leave Management Specialist (CLMS) designation, giving you a competitive edge as a recognized leave management expert.
• By the end of your STAR journey, you’ll be ready to step confidently into your Client Management role — equipped with the knowledge, credibility, and skill set to make an impact from day one.

Client Service Trainee

Consultant

• Supports Middle Market Customers by working closely with Client Managers providing daily service to our Life, Disability and Absence Management clients.
• Works closely with the Client Managers on executing business plans and delivering on initiatives.
• Acts as an internal and external point of contact on issue resolution.
• Partners with cross-functional internal partners to drive client initiatives.
• Monitors projects and open tasks.
• Delivers exceptional customer service as the main point of contact for clients on day-to-day account management needs, including reporting, contracts and plan design, data analytics, performance guarantee monitoring and delivery, billing, task workflows, service tickets and client change notices.

Account Consultant I

Claims Specialist

• Obtains and analyzes information to make claim decisions and payments of Short Term Disability (STD) claims.
• Research Applies knowledge of disability products, policies and contracts.
• Interprets and applies contract/policy definitions of disability and relevant provisions, clauses, exclusions, riders and waivers as well as statutory requirements.
• Utilizes reference materials and tools regarding medical, vocational and disability issues to identify and evaluate claim information in a fair and objective manner.
• Fully investigates all relevant claim issues.
• Provides payment or denials promptly and in full compliance with department procedures and regulations.
• Determine and implement appropriate return to work strategy for assigned cases.
• Communicates with claimants, policyholders, and physicians to resolve investigations concerns.
• Collaborates with team members and management in identifying and implementing improvement opportunities.
• Manages appropriate volumes, consistently meeting turnaround times, high activity levels, and quality focus on timely claim activities.
• Serves as a subject matter expert within team, provides some mentor support for newer examiners to assist in their development.

Claims Examiner II

Client Partner

• The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering 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, delivering consultative advice on contracts, plan structure, renewals, and escalated issues.
• Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications.
• Navigate complex client challenges, ensuring seamless service and satisfaction.
• Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence.
• Oversee compliance with performance guarantees and contractual obligations.
• Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients.
• Sales & Revenue Growth Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams.
• Develop and execute re-enrollment strategies to maximize client engagement and retention.
• Drive revenue growth by expanding product lines and increasing enrollment for existing clients.
• Operational Excellence Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes.
• Apply advanced project and management skills to prioritize and execute initiatives.
• Identify and implement process improvements to enhance efficiency and client experience.
• Leadership & Mentoring Serve as a subject matter expert, sharing best practices and mentoring colleagues.
• Lead by example, fostering a culture of collaboration, integrity, and continuous improvement.