Strategic Healthcare Account Executive

Relation-Insurance-Services; Tulsa (OK); On-site; USD 65,000 - 112,000; Full time

Benefits offered by this job

401K

Health benefits

Paid time off

Paid holidays

Employee assistance program

Job summary

Relation Insurance Inc. is seeking an Account Executive to serve as the primary client contact, building consultative relationships and guiding plan performance for assigned accounts.

The role requires analyzing claims, utilization and reporting data to identify trends, risks and cost-saving opportunities, and delivering data-driven recommendations to enhance value, retention and growth. We seek a seasoned professional with 7+ years in account management within healthcare or insurance, strong

Qualifications

• High School Diploma or equivalent required; a four-year degree is preferred.
• Minimum 7 years of experience in account management, client services, sales, or related roles within healthcare, benefits or insurance.
• Experience in healthcare TPA, self-funded plans, employee benefits, or managed care environments preferred.
• Knowledge of claims analysis, utilization reporting and healthcare cost-containment strategies.
• Familiarity with regulatory requirements impacting healthcare plans (e.g., ERISA, HIPAA, ACA) preferred.
• Strong presentation, consulting and client-facing communication skills with the ability to influence stakeholders.
• Demonstrated ability to analyze data, identify trends, and translate insights into strategic recommendations.

Responsibilities

• Serves as the primary client contact and trusted advisor for assigned accounts.
• Leads strategic account planning and client stewardship, aligning service delivery with client objectives.
• Analyzes claims, utilization and reporting data to identify trends, risks and cost-saving opportunities.
• Develops tailored, solution-oriented strategies to enhance affordability, efficiency and outcomes.
• Coordinates and collaborates with internal teams, carriers, vendors, and partners to deliver integrated service solutions.
• Maintains accurate and complete client documentation, including communications, reporting and issue resolution tracking.
• Oversees account activity including service plans, deliverables, reporting, and ongoing communication.

Skills

Account management

Client services

Sales

Consultative communication

Data-driven decision making

Stakeholder management

Healthcare industry knowledge

Education

Bachelor's degree in Business, Healthcare Administration, Communications, or related field

Tools

CRM platforms

Microsoft Office

Reporting tools

Job description

Relation Insurance Inc. is seeking an Account Executive to serve as the primary client contact, building consultative relationships and guiding plan performance for assigned accounts.

The role requires analyzing claims, utilization and reporting data to identify trends, risks and cost-saving opportunities, and delivering data-driven recommendations to enhance value, retention and growth. We seek a seasoned professional with 7+ years in account management within healthcare or insurance, strong