Account Executive, TPA

Socket.dev; Oklahoma; On-site; USD 65,000 - 112,000; Full time

Benefits offered by this job

Competitive pay

401K

Employee assistance programs

Paid time off

Paid holidays

Job summary

Relation Insurance Inc. is seeking an Account Executive to serve as the primary client contact and strategic advisor for assigned accounts.

You will build consultative relationships, understand client objectives, and provide data-driven recommendations to improve plan performance and service delivery. You will lead account planning, analyze claims data for trends and costs, and collaborate with internal teams and partners to deliver integrated solutions while driving growth and retention.

Qualifications

• Bachelor's degree or higher preferred.
• Minimum 7 years in account management or client services in healthcare/insurance.
• Experience in healthcare TPA, self-funded plans, or managed care preferred.
• Knowledge of claims analysis and cost-containment strategies.
• Familiarity with ERISA, HIPAA, ACA.

Responsibilities

• Serve as primary contact and trusted advisor for clients.
• Lead strategic account planning and client stewardship.
• Analyze claims and utilization data to identify trends and cost savings.
• Collaborate with internal teams, carriers, vendors, and partners to deliver solutions.
• Maintain client documentation and ensure timely communication.
• Identify opportunities to expand services and retain clients.

Skills

Account management

Client services

Sales

ERISA familiarity

HIPAA familiarity

ACA knowledge

Data analysis

CRM experience

MS Office

Presentation skills

Cross-functional collaboration

Education

Bachelor's degree

Tools

CRM platforms

Reporting tools

Job description

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.

WHAT WE’RE LOOKING FOR

The Account Executive serves as the primary client contact and strategic advisor for assigned accounts. The individual in this role builds strong, consultative relationships, understands client business and financial objectives, and provides data-driven recommendations to improve plan performance, cost containment, and overall service delivery. The Account Executive partners cross-functionally with internal teams and external partners to ensure timely, accurate, and seamless execution of client strategies, while proactively identifying opportunities to enhance value, strengthen retention and support growth.

A GLIMPSE INTO YOUR DAY

• Serves as the primary point of contact and trusted advisor, managing client relationships to ensure satisfaction, retention, and long-term partnership success.
• Leads strategic account planning and client stewardship, aligning service delivery with client business, financial, and operational objectives.
• Analyzes claims, utilization and reporting data to identify trends, risks and cost-saving opportunities, and delivers actionable recommendations to improve plan performance.
• Proactively identifies client challenges and develops tailored, solution-oriented strategies to enhance healthcare affordability, efficiency and outcomes.
• Coordinates and collaborates with internal teams, carriers, vendors, and partners to deliver integrated service solutions and resolve complex client issues.
• Maintains accurate and complete client documentation, including communications, reporting, service activity and issue resolution tracking.
• Oversees account activity including service plans, deliverables, reporting, and ongoing communication to ensure consistent execution and accountability.
• Provides consultative guidance on industry trends, market conditions, and regulatory developments impacting self-funded health plans and TPA services.
• Identifies opportunities to expand services, strengthen client relationships, and support retention and growth initiatives.
• Effectively leverages technology, reporting tools, and proprietary and emerging AI solutions to enhance data analysis, improve service delivery, and drive operational efficiency.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High School Diploma or equivalent required. Four-year degree in Business, Healthcare Administration, Communications, or a related field preferred.
• Minimum 7 years of experience in account management, client services, sales, or a related customer-facing role within healthcare, benefits or insurance.
• Experience in healthcare TPA, self-funded plans, employee benefits, or managed care environments preferred.
• Knowledge of claims analysis, utilization reporting and healthcare cost-containment strategies.
• Familiarity with regulatory requirements impacting healthcare plans (e.g., ERISA, HIPAA, ACA) preferred.
• Strong presentation, consulting and client-facing communication skills preferred.
• Strong relationship management and communication skills with the ability to build trust and influence stakeholders.
• Demonstrated ability to analyze data, identify trends, and translate insights into strategic recommendations.
• Strong problem-solving, organizational, and time management skills with the ability to manage multiple priorities effectively in a fast-paced environment.
• Experience collaborating cross-functionally to resolve issues and deliver solutions and resolve complex client issues.
• Proficiency in Microsoft Office and experience with reporting tools, systems, or CRM platforms, with the ability to learn new software/systems.

WHY CHOOSE RELATION?

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

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Note:

The above is not all encompassing of the full position description.

Relation Insurance Inc.

provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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$65,000.00 - $112,000.00