Account Manager

Account Manager - Employee Benefits

Relation Insurance Services is a leading, innovative company committed to excellence and delivering cutting‑edge solutions to our clients. We are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

Relation Insurance is a key player in the insurance market, with a dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we pride ourselves on our passion for client service and innovation.

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, represent client needs and goals within the organization, and 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 to handle 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 RFP process by compiling health benefits information, reviewing responses from carriers, and maintaining all appropriate documents.
• 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 Descriptions, and other plan documents to ensure alignment with client expectations and legal requirements.
• Reviews claim and utilization data from insurance carriers to identify trends and provide customized reports to the client.
• Generates new sales through existing clients and client referrals in accordance with the sales plan, and introduces other Relation products and services.
• 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 the state of domicile is required and must be maintained.
• Advanced professional designation highly desirable (e.g., CEBS, CBP).
• High School Diploma or equivalent is required; a four‑year degree preferred.
• Minimum 3 years of account management experience in the insurance industry with a focus on Accident and Health lines of coverage.
• Working knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures.
• Proficiency to advanced skills in Microsoft Office Suite (Excel, PowerPoint) and online rating systems.
• Excellent interpersonal and communication skills to maintain effective relationships with clients, co‑workers, carriers, vendors, and others.
• Ability to work independently with limited daily supervision and effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Must have a valid driver’s license, be able to travel to client sites, and have reliable transportation.

• Competitive pay.
• A safe and healthy work environment provided by a robust benefits program including family health and wellness programs, 401(k), employee assistance programs, paid time off, paid holidays, and more.
• Career advancement and development opportunities.

Note:

The above is not all encompassing of the full…