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Senior Account Executive, TPA

Job not on LinkedIn

🔥 13 hours ago

🌪️ Oklahoma – Remote

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💵 $65k - $112k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 2%

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Logo of Relation Insurance Services

Relation Insurance Services

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Serve as the primary point of contact and trusted advisor for assigned complex or strategic accounts • Lead strategic account planning and client stewardship • Analyze claims, utilization, financial, and reporting data to identify trends, risks, and cost-containment opportunities • Develop consultative strategies to address complex business, service, and plan-performance challenges • Serve as an escalation resource for complex client matters • Coordinate internal teams, carriers, vendors, and partners to develop effective solutions • Provide guidance and mentorship to Account Executives • Identify client risks, service trends, and opportunities to strengthen satisfaction and retention • Oversee account deliverables, reporting, documentation, and ongoing communication • Provide consultative guidance on industry trends, market conditions, and regulatory developments affecting self-funded health plans and TPA services • Lead and support complex renewals, proposals, client reviews, and strategic account initiatives • Leverage Relation's proprietary AI solutions, reporting tools, and automation to strengthen analysis, client service, and operational efficiency • Perform other assigned projects, duties, and tasks

🎯 Requirements

• 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 • Experience 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 • Proficiency in Microsoft Office and experience with reporting tools, systems, or CRM platforms • Ability to learn new technologies and applications

🏖️ Benefits

• Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program, subject to program rules and individual and organizational performance

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