Remote Senior Account Executive - Strategic Client Advisor

Relation Insurance, Inc.; Tulsa (OK); Remote; USD 65,000 - 112,000; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off

Paid holidays

Employee assistance programs

Job summary

Relation Insurance, Inc. seeks a Senior Account Executive to lead complex client relationships and provide data-driven strategic guidance for plan performance and service delivery.

This role partners with internal teams, carriers, and vendors to drive retention and growth in a dynamic environment. You will analyze claims, utilization, and reporting data to identify trends and opportunities, mentor peers, and guide complex renewals and proposals while leveraging Relation's AI tools for better

Qualifications

• Minimum 7 years progressively responsible experience in account management, client services, relationship management, or a related customer-facing role within healthcare, employee benefits, insurance, or TPA operations.
• Experience in healthcare TPA, self-funded plans, employee benefits, or managed care environments is preferred.
• Strong communication, presentation, and stakeholder management skills.

Responsibilities

• Serve as the senior client relationship leader and strategic advisor for complex, strategic accounts.
• Lead account planning and client stewardship, aligning service to client objectives.
• Mentor Account Executives and coordinate cross-functional teams to deliver solutions.
• Oversee renewals, proposals, and growth initiatives to expand services.

Skills

Account management

Client services

Relationship management

Analytical skills

Presentation skills

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Office

CRM platforms

Reporting tools

Job description

Relation Insurance, Inc. seeks a Senior Account Executive to lead complex client relationships and provide data-driven strategic guidance for plan performance and service delivery.

This role partners with internal teams, carriers, and vendors to drive retention and growth in a dynamic environment. You will analyze claims, utilization, and reporting data to identify trends and opportunities, mentor peers, and guide complex renewals and proposals while leveraging Relation's AI tools for better