Strategic Insurance Account Manager

Relation Insurance Services; Stockton (CA); On-site; USD 50,000 - 95,000; Full time

Benefits offered by this job

Competitive pay

Robust benefit program (health, 401K,–

Career advancement opportunities

Job summary

Relation Insurance Services is a leading provider offering innovative health benefits solutions and unparalleled client service. This role centers on serving as the primary client contact and ensuring satisfaction across accounts, while aligning client needs with internal goals.

The Account Manager will build relationships, manage projects, and oversee RFPs, contracts, and plan changes. Strong communication and a proactive service mindset are essential to success.

Qualifications

• Life Accident & Health License from state of domicile is required and must be maintained.
• Advanced professional designation highly desirable (e.g. CEBS, CBP).
• High School Diploma or equivalent required; four-year degree preferred.
• Minimum 3 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage.

Responsibilities

• Serves as a client advocate and the primary point of contact for assigned accounts.
• Develops professional business relationships with client and understands the client’s core business.
• Leads projects, deadlines, meetings and client deliverables utilizing established account management tools.
• Manages client expectations, service commitments, and anticipates needs of the client.
• Establishes carrier/vendor relationships to handle administration of eligibility, claims, billing, plan implementation, contracts, plan changes and amendments.

Skills

Account management

Customer service

Client relationships

Communication skills

Microsoft Office

Excel

PowerPoint

Education

Life Accident & Health License

Advanced professional designation (CEBS/CBP)

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office Suite

Online rating systems

Job description

Relation Insurance Services is a leading provider offering innovative health benefits solutions and unparalleled client service. This role centers on serving as the primary client contact and ensuring satisfaction across accounts, while aligning client needs with internal goals.

The Account Manager will build relationships, manage projects, and oversee RFPs, contracts, and plan changes. Strong communication and a proactive service mindset are essential to success.