Insurance Account Manager | Client Growth & Strategy

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

Benefits offered by this job

401K

Health and wellness programs

Paid time off

Paid holidays

Employee assistance programs

Job summary

Relation Insurance Inc. is seeking an Account Manager in Pasadena, CA to serve as the primary client contact and advocate, building strong relationships and managing expectations across projects and deliverables.

You will lead RFP processes, coordinate with carriers, and analyze health benefits data to inform client decisions. This role requires insurance knowledge, strong communication, and a drive for success.

Qualifications

• Requires Life Accident & Health license (state of domicile) and must be maintained.
• Advanced professional designation desirable (e.g., CEBS, CBP).
• High School Diploma or equivalent; four-year degree preferred.
• Minimum 3 years’ account management experience in the insurance industry focusing on Accident and Health lines.
• Working knowledge of insurance markets, products, services, ratings and underwriting procedures.
• Proficient to advanced skills in Microsoft Office, especially Excel and PowerPoint; strong communications skills.

Responsibilities

• Serve as the client advocate and primary contact for assigned accounts.
• Develop professional relationships with clients and understand their core business.
• Lead projects, deadlines, meetings and deliverables using account management tools.
• Manage client expectations, service commitments, and anticipate client needs.
• Oversee engagement letters: scope of services, compensation, timeframe, and data needs.
• Establish carrier/vendor relationships to support administration of eligibility, claims, billing, contracts.
• Review and respond to RFPs, compile health benefits information, and summarize results for clients.
• Perform market analyses for new clients and prospects; review contracts and plan documents for compliance.
• Analyze monthly/quarterly claims data, identify trends, and present findings to clients.
• Generate new business through existing clients and referrals; introduce other Relation products and services.
• Adopt innovative technology, including proprietary AI solutions, to improve client service.
• Perform other duties as assigned.

Skills

Account management

Client relationships

Project leadership

Communication

MS Office (Excel, PowerPoint)

Education

High school diploma

Bachelor’s degree preferred

Tools

Online rating systems

Carrier/vendor portals

Job description

Relation Insurance Inc. is seeking an Account Manager in Pasadena, CA to serve as the primary client contact and advocate, building strong relationships and managing expectations across projects and deliverables.

You will lead RFP processes, coordinate with carriers, and analyze health benefits data to inform client decisions. This role requires insurance knowledge, strong communication, and a drive for success.