Account Manager - Employee Benefits

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

Job summary

An innovative company is seeking an Account Manager to foster client relationships and ensure satisfaction. This role involves managing accounts, leading projects, and analyzing market data while maintaining compliance and resolving issues. With a focus on growth and collaboration, the company offers competitive pay, comprehensive benefits, and opportunities for career advancement. Join a dynamic team dedicated to delivering exceptional service and solutions in the insurance industry, where your contributions will make a significant impact.

Benefits

Health Insurance

401K

Paid Time Off

Career Growth Opportunities

Qualifications

• 3+ years of account management experience in insurance.
• Life Accident & Health License is required.
• Proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Serve as the main contact for client accounts and advocate.
• Manage client expectations and project timelines.
• Analyze market data and prepare reports.

Skills

Account Management

Client Relationship Building

Insurance Knowledge

Market Analysis

Interpersonal Skills

Communication Skills

Project Management

Problem Solving

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Office

Online Rating Systems

Job description

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Who We Are

Relation Insurance is a leading, innovative company committed to excellence and delivering cutting-edge solutions to our clients. We pride ourselves on our dynamic culture, collaborative environment, and ongoing success. We are seeking exceptional individuals to join our team and contribute to our growth.

What We’re Looking For

The Account Manager is the primary contact for clients, responsible for client satisfaction, providing excellent service, and building relationships to encourage new and repeat business.

A Glimpse Into Your Day

• Serve as a client advocate and main contact for accounts.
• Develop and understand the client’s core business.
• Lead projects, meetings, and deliverables using account management tools.
• Manage client expectations and needs.
• Handle engagement letters, scope of services, and project timelines.
• Establish carrier/vendor relationships for administration tasks.
• Resolve client issues promptly and delegate support tasks as needed.
• Manage RFP processes, compile and review information, and prepare reports.
• Analyze market data, review vendor contracts, and ensure legal compliance.
• Review claims data, analyze trends, and prepare reports.
• Generate sales through existing clients and referrals, introducing other services.
• Share survey data insights with clients and suggest process improvements.
• Perform additional duties as assigned.

What Success Looks Like in This Role

• Life Accident & Health License (must be maintained).
• Advanced professional designation (e.g., CEBS, CBP) preferred.
• High School Diploma or equivalent; four-year degree preferred.
• At least 3 years’ account management experience in insurance, focusing on Accident and Health coverage.
• Knowledge of insurance markets, products, and underwriting procedures.
• Proficiency in Microsoft Office, especially Excel and PowerPoint, and online rating systems.
• Excellent interpersonal and communication skills.
• Ability to work independently and in teams, manage deadlines, and handle multiple tasks.
• Valid driver’s license, ability to travel, and reliable transportation.

Why Choose Relation?

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

Note: This is not an exhaustive list of responsibilities.

Relation Insurance Inc. is an equal opportunity employer committed to diversity and inclusion in the workplace.

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

Employment type: Full-time, Mid-Senior level, in the Insurance industry, focused on Sales and Business Development.