Relation Insurance Services · 20 hours ago
Senior Account Manager - Employee Benefits
Arlington Heights, IL
Full-time
Onsite
Mid, Senior Level
$53K/yr - $109K/yr
5+ years expRelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. The Senior Account Manager serves as the primary business contact for the client, responsible for client satisfaction and building relationships to encourage new and repeat business opportunities.
ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement
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
Manages client expectations, service commitments, and anticipates needs of the client
Quickly identifies and resolves complex client issues
Follows through on participant claims resolution matters with carriers and inquiries not immediately resolved
On behalf of the client, conducts research on insurance carrier billing issues
Manages open enrollment and prepares presentation materials, employee handouts, and other informational tools for client meetings. Provides training sessions during in-person or remote group meetings
Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files
Analyzes vendor renewals by checking carrier or vendor's plan rates for reasonableness and by analyzing claims and enrollment data, trend rates, administrative expenses and other charges
Creates client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation consultants
Develops benchmarking reports by gathering health benefits data to compare a client's plan information) to other companies by industry or geography and provides the information to the client
Gathers necessary data from the vendor or client; reviews to ensure it is complete, accurate, and reasonable. Prepares data for use in basic or advanced financial analyses or valuations
Assists consulting team with valuing medical, dental and prescription drug plan designs by entering plan design information to develop the relative cost differences between plan designs, in order to compare the client's current plan to alternative designs
Assists consulting team to develop employee contributions scenarios by entering current employee medical contribution data into an Excel spreadsheet and projecting contributions to the next plan year, taking into account the cost-sharing goals of the client
Reviews external vendor contracts, summary plan documents and employee communications to ensure alignment with client expectations and legal requirements
Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made
Understands and demonstrates project management and consulting skills
Develops employee communication materials such as benefit brochures, open enrollment presentations, employee memos, etc
Recommends process improvements as needed
Performs other projects, duties, and tasks, as assigned
Qualification
Required
A Life Accident & Health License from state of domicile is required and must be maintained
High School Diploma or equivalent required
Minimum 5 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required
In-depth understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc
Strong knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform and all other legislation and compliance related areas to Group Health programs
(California-Only) In-depth understanding of AB1672 and Small group regulations
(California-Only) Required to participate in the process of identifying and selecting General Agents. Must have knowledge of the services that California General Agents provide and be able to utilize General Agents to the maximum capacity
Must understand R.A.F. (Risk Adjustment Factor) and the components to how rates are created, maintained and delivered on new business and renewals
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications, such as online benefit enrollment programs and carrier enrollment sites
Ability to work independently with limited daily supervision and to work effectively in a team environment
Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation
Preferred
Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.)
Four-year degree preferred
Benefits
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Company
Relation Insurance Services
Despite our size, Relation feels like a family company. Here, a handshake matters.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-02-21Acquired
Leadership Team
Charissa Hartmann
Chief Financial Officer
Douglas Turk
President, Specialty
Recent News
Mergers & Acquisitions
2025-11-11
2025-08-29
2025-08-26
Company data provided by crunchbase