Senior Insurance Account Manager - Client Growth & Strategy

Relation Insurance Services

Fresno (CA)

On-site

USD 53,000 - 109,000

Full time

14 days+
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Benefits offered by this job

Competitive pay
401K
Employee assistance programs
Paid time off
Paid holidays
Family health and wellness programs

Job summary

Relation Insurance Services is seeking a Senior Account Manager to serve as the primary contact for client accounts, ensuring high levels of client satisfaction and service delivery. The role focuses on building client relationships, aligning goals, and driving new and repeat business opportunities.

The position requires 5 years of account management experience in the insurance sector, with deep knowledge of health benefit plans and regulatory requirements, plus strong Excel/PowerPoint skills

Qualifications

  • 5+ years of account management experience in the insurance industry with a focus on Accident and Health lines.
  • Strong knowledge of employee benefit plans: medical, dental, vision, LTD/STD, AD&D.
  • Understanding of HIPAA, COBRA, Health Care Reform regulations.

Responsibilities

  • Acts as the primary contact for assigned accounts and ensures client satisfaction.
  • Builds professional relationships with clients and understands their core business.
  • Manages client expectations and resolves complex issues.
  • Prepares presentation materials for client meetings and trainings.
  • Supports RFP processes with data collection and carrier responses.
  • Analyzes renewals and vendor data to assess rate reasonableness.

Skills

Account Management
Client Relationships
Insurance Knowledge
Project Management
Communication Skills
Microsoft Office
Excel
PowerPoint
Word

Education

High School Diploma
Bachelor’s degree preferred
Life Accident & Health License

Tools

Excel
PowerPoint
Word

Job description

Relation Insurance Services is seeking a Senior Account Manager to serve as the primary contact for client accounts, ensuring high levels of client satisfaction and service delivery. The role focuses on building client relationships, aligning goals, and driving new and repeat business opportunities.

The position requires 5 years of account management experience in the insurance sector, with deep knowledge of health benefit plans and regulatory requirements, plus strong Excel/PowerPoint skills

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