Account Manager - Employee Benefits

Relation Insurance Services; Peachtree Corners (GA); On-site; USD 42,000 - 91,000; Full time

Job summary

An innovative company is seeking an Account Manager to lead client relationships in the Employee Benefits sector. This role involves serving as the primary advocate for clients, ensuring satisfaction, and managing expectations while driving new sales through existing accounts. You will work in a collaborative environment that values your contributions and offers opportunities for professional growth. The ideal candidate will have a strong background in account management within the insurance industry, excellent communication skills, and a passion for delivering exceptional service. Join a team where your expertise can make a significant impact!

Benefits

Health Benefits

401K

Paid Time Off

Career Advancement Opportunities

Professional Development

Qualifications

• 3+ years of account management experience in insurance, focusing on Accident and Health coverage.
• Life Accident & Health License required; professional designations like CEBS, CBP are desirable.

Responsibilities

• Serve as a primary contact for assigned accounts and manage client expectations.
• Analyze market data and prepare reports to present findings to clients.
• Generate new sales through existing clients and referrals.

Skills

Account Management

Customer Service

Interpersonal Skills

Communication Skills

Microsoft Excel

Microsoft PowerPoint

Insurance Knowledge

Education

High School Diploma

Bachelor's Degree

Tools

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 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, providing excellent customer service, and building relationships to encourage new and repeat business.

A Glimpse Into Your Day

• Serve as a client advocate and primary contact for assigned accounts.
• Develop professional relationships and understand clients’ core business.
• Lead projects, meetings, and client deliverables using established tools.
• Manage client expectations, service commitments, and anticipate needs.
• Handle engagement letters, scope of services, and project timelines.
• Establish carrier/vendor relationships for administration of eligibility, claims, billing, and contracts.
• Resolve client issues promptly and delegate tasks as needed.
• Manage RFP processes, compile information, and review responses.
• Analyze market data, prepare reports, and present findings to clients.
• Review vendor contracts, plan documents, and employee communications for compliance and accuracy.
• Monitor claims and utilization data, analyze trends, and report to clients.
• Generate new sales through existing clients and referrals, and introduce other company products.
• Gather and interpret health and welfare survey data for clients.
• Recommend process improvements and perform additional duties as assigned.

What Success Looks Like

• Life Accident & Health License required and must be maintained.
• Professional designations like CEBS, CBP are highly desirable.
• High School Diploma or equivalent required; a four-year degree is preferred.
• Minimum 3 years’ account management experience in insurance, focusing on Accident and Health coverage.
• Knowledge of insurance markets, products, ratings, 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 a team, under tight deadlines, handling 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 advancement and professional development.

Note: This description is not exhaustive of the full role.

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 - $90,577, depending on skills, experience, and location. Additional incentives may be available based on performance.

Details

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