Account Manager - Employee Benefits

Relation Insurance Services; Charlotte (NC); On-site; USD 42,000 - 91,000; Full time

Job summary

An innovative and dynamic company is seeking an Account Manager for Employee Benefits to enhance client relationships and ensure satisfaction. This role is pivotal in managing client expectations, leading projects, and identifying new sales opportunities. With a commitment to excellence, the company offers competitive pay, comprehensive benefits, and opportunities for career advancement. If you have a passion for client service and a background in insurance, this is an exciting opportunity to contribute to a thriving team and make a significant impact in the industry.

Benefits

Health Benefits

401K

Paid Time Off

Career Advancement Opportunities

Qualifications

• 3+ years of account management experience in insurance.
• Life Accident & Health License required.

Responsibilities

• Manage client expectations and build relationships.
• Lead projects and handle RFP processes.

Skills

Account Management

Client Relationship Building

Data Analysis

Communication Skills

Microsoft Excel

Microsoft PowerPoint

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Office

Job description

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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. We pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. 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 Manager serves as the primary business contact for the client, responsible for client satisfaction and building relationships to encourage new and repeat business. Key responsibilities include managing client expectations, leading projects, handling RFP processes, reviewing contracts, analyzing data, and identifying sales opportunities.

What Success Looks Like In This Role

• Life Accident & Health License from the state of domicile (must be maintained).
• Advanced professional designation (e.g., CEBS, CBP) is highly desirable.
• High School Diploma or equivalent required; four-year degree preferred.
• Minimum 3 years’ account management experience in insurance, focusing on Accident and Health lines.
• Knowledge of insurance markets, products, and underwriting procedures.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Excellent interpersonal and communication skills.
• Ability to work independently and in a team, meet deadlines, and handle multiple tasks.
• Valid driver’s license and ability to travel to client sites.

Why Choose Relation?

• Competitive pay and comprehensive benefits including health, wellness, 401K, paid time off, and holidays.
• Opportunities for career advancement and development.

Note: This description is not exhaustive of all responsibilities.

Relation Insurance Inc. offers equal employment opportunities and prohibits discrimination and harassment of any kind.

The salary range for this role is $42,618.00 - $90,577.00, based on experience, skills, and location. Participation in an annual incentive program may also be available.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance