Account Manager

Who We Are

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities.

• Serves as a client advocate and the primary point of contact for assigned accounts.
• Develops professional business relationships with client and understands the client’s core business.
• Leads projects, deadlines, meetings and client deliverables utilizing established account management tools.
• Manages client expectations, service commitments, and anticipates needs of the client.
• Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data.
• Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments.
• Resolves client issues promptly and determines which items will be delegated to the support team.
• Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files.
• Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client.
• Prepares market analysis for new clients and prospects.
• Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected.
• Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate.
• Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients.
• Gathers national Health and Welfare survey data; interprets and shares with clients.
• Recommends process improvements as needed.
• Performs other projects, duties, and tasks, as assigned.

• A Life Accident & Health License from state of domicile is required and must be maintained.
• Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.).
• High School Diploma or equivalent required. Four-year degree preferred.
• Minimum 3 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required.
• Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
• Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems.
• Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Ability to work independently with limited daily supervision to work effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Must have a valid driver’s license, the ability to travel…