Strategic Client Success Manager, Insurance Benefits

Relation Insurance Services; Pleasant Hill (CA); On-site; USD 53,000 - 109,000; Full time

Benefits offered by this job

Competitive pay

401K plan

Employee assistance program

Job summary

Relation Insurance seeks a Senior Account Manager to serve as the primary client contact, ensuring satisfaction and driving new business opportunities. You will build relationships, manage expectations, and present data-driven insights to clients and carriers.

You will also assist with RFP processes, benefit plan analyses, and communications, leveraging Excel and PowerPoint to deliver compelling materials. A strong insurance background and HIPAA knowledge are essential.

Qualifications

• Experience in account management within the insurance industry.
• Strong client advocacy and relationship-building abilities.
• Proficiency with Excel, PowerPoint, and Word for data presentation.

Responsibilities

• Serve as the primary contact for assigned accounts and ensure client satisfaction.
• Develop professional relationships and understand client core business needs.
• Manage RFP processes and prepare client presentations with data insights.
• Review vendor contracts and SPD for accuracy and alignment with client expectations.
• Collaborate with consulting team on cost analyses and plan design considerations.

Skills

Client management

Relationship building

HIPAA knowledge

Microsoft Excel

PowerPoint

Communication skills

Travel readiness

Education

High School Diploma

Bachelor’s degree preferred

Tools

Excel

PowerPoint

Word

Job description

Relation Insurance seeks a Senior Account Manager to serve as the primary client contact, ensuring satisfaction and driving new business opportunities. You will build relationships, manage expectations, and present data-driven insights to clients and carriers.

You will also assist with RFP processes, benefit plan analyses, and communications, leveraging Excel and PowerPoint to deliver compelling materials. A strong insurance background and HIPAA knowledge are essential.