Client Success & Growth Manager - Insurance Accounts

Relation Insurance Services, Inc. - Central; Dallas (TX); On-site; USD 53,000 - 107,000; Full time

Benefits offered by this job

Health insurance

401K

Paid time off

Discretionary annual incentive

Health and wellness programs

Job summary

Relation Insurance Services, Inc. - Central in Dallas, TX is seeking an Account Manager to serve as the primary contact for clients, ensuring satisfaction and repeat business.

You will lead projects, manage RFP processes, review contracts, analyze vendor data, and present executive summaries to clients. A Life/Health license and 3+ years in insurance account management are required; MS Office skills and a valid driver’s license are essential.

Qualifications

• Life Accident & Health license required.
• Minimum 3 years’ account management experience in insurance (Accident & Health focus).
• Strong MS Office skills, especially Excel and PowerPoint.
• Valid driver’s license and ability to travel to client sites.

Responsibilities

• Develops professional business relationships with clients and understands their core business.
• Leads projects, deadlines, meetings and client deliverables using account-management tools.
• Manages RFP process and compiles health benefits information for proposals.
• Reviews vendor contracts and SPD/plan documents to ensure alignment with client expectations.
• Generates new sales through existing clients and client referrals.

Skills

Interpersonal skills

Communication skills

Excel

PowerPoint

Travel readiness

Driver's license

Education

Life Accident & Health License

Bachelor's degree preferred

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Relation Insurance Services, Inc. - Central in Dallas, TX is seeking an Account Manager to serve as the primary contact for clients, ensuring satisfaction and repeat business.

You will lead projects, manage RFP processes, review contracts, analyze vendor data, and present executive summaries to clients. A Life/Health license and 3+ years in insurance account management are required; MS Office skills and a valid driver’s license are essential.