Account Executive, TPA

Edison Health Solutions, LLC; Tulsa (OK); On-site; USD 65,000 - 112,000; Full time

Job summary

Relation Insurance Inc. seeks an Account Executive to manage client relationships, analyze claims data, and deliver data-driven recommendations for cost containment and improved service delivery. You will partner with internal teams and external carriers to execute client strategies and grow long-term partnerships.

The role emphasizes strategic account planning, proactive issue resolution, and ongoing client stewardship to enhance value and retention.

Qualifications

• 7+ years in account management, client services or sales in healthcare/insurance.
• Strong ability to analyze data, trends and translate into strategic recommendations.
• Experience with self-funded plans, regulatory concerns and vendor coordination.

Responsibilities

• Serve as primary client contact and strategic advisor for assigned accounts.
• Build consultative relationships, understand client objectives, and optimize plan performance.
• Coordinate with internal teams, carriers and partners to deliver services.
• Identify opportunities to expand services and strengthen retention.

Skills

Account management

Client relationships

Data analysis

Sales

Presentation

Cross-functional collaboration

Education

Bachelor's degree in Business or related

Tools

CRM platforms

Microsoft Office

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’R 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. . 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.

$65,000.00 - $112,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.