Account Manager - Employee Benefits

Relation Insurance, Inc.; Modesto (CA); Hybrid; USD 50,000 - 95,000; Full time

Benefits offered by this job

Competitive pay

Safe and healthy work environment

401K

Paid time off

Paid holidays

Job summary

Relation Insurance, Inc. is seeking an Account Manager to be the primary contact for assigned client accounts. You will advocate for clients, build strong relationships, and drive new and repeat business opportunities while coordinating with carriers and vendors.

The role requires a Life Accident & Health license, a four-year degree or equivalent experience, and at least 3 years of account management in insurance. Travel to client sites is expected as needed.

Qualifications

• Life Accident & Health License required and must be maintained.
• Four-year degree preferred; insurance industry experience recommended.
• Minimum 3 years’ account management experience in the insurance industry.
• Strong computer skills; proficient in Excel and PowerPoint.
• Excellent interpersonal and communications skills; client-facing.
• Must have a valid driver’s license and willingness to travel.

Responsibilities

• Serve as the primary business contact for assigned accounts and ensure client satisfaction.
• Lead projects, deadlines, meetings and client deliverables.
• Manage RFP processes and compile health benefits information.
• Analyze claims and utilization data; prepare reports for clients.
• Develop market analyses for new clients and prospects.
• Introduce other Relation products and services to clients.

Education

Life Accident & Health License

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

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 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, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities.

A GLIMPSE INTO YOUR DAY

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 with appropriate contacts to serve clients in handling all administration of 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 Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. 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 Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. Gathers national Health and Welfare survey data; interprets and shares with clients. Recommends process improvements as needed. Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience. Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

A Life Accident & Health License from state of domicile is required and must be maintained. Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). High School Diploma or equivalent required. Four-year degree preferred. Minimum 3 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. Ability to work independently with limited daily supervision and to work effectively in a team environment. Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

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.

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.

$50,000.00 - $95,000.00

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…