Insurance Account Manager - Client Advocate & Growth

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

Benefits offered by this job

Competitive pay

Robust benefits

Career development

Job summary

Relation Insurance Services in Dallas is seeking an Account Manager to be the primary business contact for clients, ensuring satisfaction and strong service delivery. You will build relationships, manage expectations, and drive new and repeat business.

The role requires an A&H license, 3 years of account management in insurance, proficiency with Excel and PowerPoint, and excellent communication. You will lead RFPs, analyze data, and collaborate with carriers to align with client needs.

Qualifications

• Life Accident & Health license required and must be maintained.
• Minimum 3 years’ account management in insurance, focus on Accident & Health.
• Proficient in Excel and PowerPoint; strong MS Office skills.
• Strong interpersonal and communications skills.

Responsibilities

• Serve as primary contact for assigned accounts.
• Develop relationships and understand client core business.
• Lead projects, deadlines, and client deliverables.
• Manage client expectations and data requirements.
• Oversee the RFP process and vendor relationships.
• Prepare market analyses for new clients.
• Review plan documents to ensure client needs are met.
• Adopt AI solutions to improve service delivery.

Skills

Account management

Client relationships

Customer service

Insurance knowledge

Education

High School Diploma

Bachelor's degree preferred

Life Accident & Health License

Tools

Excel

PowerPoint

Online rating systems

Job description

Relation Insurance Services in Dallas is seeking an Account Manager to be the primary business contact for clients, ensuring satisfaction and strong service delivery. You will build relationships, manage expectations, and drive new and repeat business.

The role requires an A&H license, 3 years of account management in insurance, proficiency with Excel and PowerPoint, and excellent communication. You will lead RFPs, analyze data, and collaborate with carriers to align with client needs.