Senior Account Executive — Strategic Client Growth

Relation Insurance Services; United States; On-site; USD 65,000 - 112,000; Full time

Benefits offered by this job

401K

Paid time off

Family health and wellness programs

Job summary

Relation Insurance Inc. is seeking a Senior Account Executive to act as the primary point of contact for complex accounts, building trusted client relationships and providing data-driven recommendations to improve plan performance and service delivery.

You will collaborate with internal teams, carriers, and vendors, mentor Account Executives, and drive renewals, proposals, and growth initiatives while leveraging Relation’s AI tools and reporting capabilities.

Qualifications

• High School Diploma or equivalent required.
• Four-year degree in Business, Healthcare Administration, Communications, or related field preferred.
• Minimum 7 years progressively responsible experience in account management or client services within healthcare/insurance/TPA.
• Experience with healthcare TPA, self-funded plans, employee benefits, or managed care environments preferred.
• Knowledge of claims analysis, utilization reporting, and regulatory requirements preferred.

Responsibilities

• Serves as primary contact and trusted advisor for assigned complex or strategic accounts.
• Leads strategic account planning and client stewardship aligned with client objectives.
• Analyzes claims, utilization, financial data to identify trends and cost-containment opportunities.
• Develops consultative strategies to address complex business and service challenges.
• Mentors Account Executives and supports consistent client service practices.

Skills

Trusted advisor

Data-driven

Client relationship mgmt

Analytical skills

Communication

Mentoring

Presentation

CRM platforms

MS Office

Education

High School Diploma

Bachelor's degree preferred

Tools

CRM platforms

Reporting tools

MS Office

Job description

Relation Insurance Inc. is seeking a Senior Account Executive to act as the primary point of contact for complex accounts, building trusted client relationships and providing data-driven recommendations to improve plan performance and service delivery.

You will collaborate with internal teams, carriers, and vendors, mentor Account Executives, and drive renewals, proposals, and growth initiatives while leveraging Relation’s AI tools and reporting capabilities.