Senior Account Executive, TPA

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

Benefits offered by this job

401K Retirement Plan

Comprehensive Health Benefits

Paid Time Off

Job summary

Relation Insurance Services in the United States is seeking a Senior Account Executive to lead strategic client relationships and advise on complex accounts. You will collaborate with internal teams and carriers to deliver tailored solutions that improve plan performance and retention.

You will analyze claims and utilization data, guide renewals and proposals, mentor Account Executives, and drive growth while leveraging Relation's AI tools and reporting platforms to deliver measurable value to

Qualifications

• Bachelor's degree preferred; relevant healthcare/insurance experience a plus.
• Minimum 7 years in account management or client services within healthcare/insurance/TPA environments.
• Experience with complex renewals, proposals, client reviews, and reporting preferred.

Responsibilities

• Serve as primary contact and trusted advisor for complex or strategic accounts, driving satisfaction and retention.
• Lead strategic account planning and client stewardship aligned with client objectives.
• Analyze claims, utilization, financial, and reporting data to identify trends and strategic improvements.
• Mentor Account Executives and coordinate with internal teams, carriers, and partners to deliver solutions.

Skills

Client relationships

Strategic advisory

Data analysis

Relationship management

Education

Bachelor's degree preferred

High school diploma required

Tools

CRM platforms

Microsoft Office

Job description

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Senior Account Executive serves as a senior client relationship leader and strategic advisor for complex and strategic accounts. This individual in this role builds trusted client relationships, provides data-driven and consultative recommendations to improve plan performance and service delivery, and supports client retention and growth. The Senior Account Executive serves as a resource for escalated client matters, provides guidance and mentorship to Account Executives and partners across internal teams, carriers, vendors and other stakeholders to deliver effective client solutions and consistent service.

A GLIMPSE INTO YOUR DAY

• Serves as the primary point of contact and trusted advisor for assigned complex or strategic accounts, building strong client relationships that support satisfaction, retention, and long‑term partnership success.
• Leads strategic account planning and client stewardship, aligning service strategies with client business, financial and operational objectives.
• Analyzes and interprets claims, utilization, financial, and reporting data to identify trends, risks, and cost‑containment opportunities and develops strategic recommendations to improve plan performance and outcomes.
• Anticipates client needs and independently develops consultative, solution‑oriented strategies to address complex business, service, and plan‑performance challenges.
• Serves as an escalation resource for complex client matters, coordinating internal teams, carriers, vendors, and partners to develop effective solutions.
• Provides guidance and mentorship to Account Executives, shares subject‑matter expertise and supports consistent client service practices across the team.
• Independently identifies client risks, service trends, and opportunities to strengthen client satisfaction and retention, proactively developing recommendations to address identified needs.
• Coordinates with internal teams, carriers, vendors, and partners to resolve complex client issues and deliver effective service solutions.
• Oversees account deliverables, reporting, documentation, and ongoing communication to ensure consistent execution and accountability.
• Provides consultative guidance on industry trends, market conditions, and regulatory developments impacting self‑funded health plans and TPA services.
• Leads and supports complex renewals, proposals, client reviews, and strategic account initiatives, identifying opportunities to expand services, strengthen client relationships, and support retention and growth.
• Fully adopts and effectively leverages innovative technology, including Relation's proprietary AI solutions, reporting tools, and automation, to strengthen analysis, enhance client service, and improve operational efficiency.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High School Diploma or equivalent required. Four‑year degree in Business, Healthcare Administration, Communications, or a related field preferred.
• 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, including managing complex or strategic client relationships.
• Experience in healthcare TPA, self‑funded plans, employee benefits, or managed care environments preferred.
• Knowledge of claims analysis, utilization reporting, healthcare cost‑containment strategies, and applicable regulatory requirements preferred.
• Experience supporting complex renewals, proposals, business reviews, client reporting, and account growth initiatives preferred.
• Advanced knowledge of self‑funded health plans, TPA operations, and client service workflows.
• Demonstrated experience managing complex client relationships and resolving escalated client matters.
• Demonstrated ability to analyze and interpret claims, utilization, and reporting data and translate findings into strategic client recommendations.
• Demonstrated ability to mentor and provide guidance to colleagues while promoting consistent service delivery.
• Strong analytical, problem‑solving, organizational, and relationship management skills.
• Excellent communication, presentation, and stakeholder management skills, with the ability to build trust and influence clients and internal partners.
• Proficiency in Microsoft Office and experience with reporting tools, systems, or CRM platforms, with the ability to learn new technologies and applications.
• undefined WHY CHOOSE RELATION? Competitive pay. A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. Career advancement and development opportunities.

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Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for the role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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$65,000.00 - $112,000.00