Senior Account Executive, TPA

This is a fully remote position, open to applicants in Oklahoma.

📋 Description

• Act as the main point of contact and a trusted advisor for designated complex or strategic accounts

• Lead the planning of strategic accounts and foster client relationships

• Examine claims, utilization, financial, and reporting data to uncover trends, risks, and opportunities for cost containment

• Create consultative strategies to tackle intricate business, service, and plan-performance challenges

• Serve as a resource for escalating complex client issues

• Collaborate with internal teams, carriers, vendors, and partners to develop impactful solutions

• Offer guidance and mentorship to Account Executives

• Recognize client risks, service trends, and opportunities to enhance satisfaction and retention

• Oversee account deliverables, reporting, documentation, and continuous communication

• Provide consultative insights on industry trends, market conditions, and regulatory changes impacting self-funded health plans and TPA services

• Lead and assist with complex renewals, proposals, client reviews, and strategic account initiatives

• Utilize Relation's proprietary AI solutions, reporting tools, and automation to enhance analysis, client service, and operational efficiency

• Execute other assigned projects, duties, and responsibilities

⛳️ Requirements

• High School Diploma or equivalent is required

• A four-year degree in Business, Healthcare Administration, Communications, or a related field is preferred

• At least 7 years of 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 in managing complex or strategic client relationships

• Preferred experience in healthcare TPA, self-funded plans, employee benefits, or managed care settings

• Knowledge of claims analysis, utilization reporting, healthcare cost-containment strategies, and relevant regulatory requirements is preferred

• Experience in supporting complex renewals, proposals, business reviews, client reporting, and account growth initiatives is preferred

• Advanced knowledge of self-funded health plans, TPA operations, and client service workflows

• Proven experience in managing complex client relationships and addressing escalated client issues

• Demonstrated ability to analyze and interpret claims, utilization, and reporting data, translating findings into strategic recommendations for clients

• Proven capability to mentor and guide colleagues while ensuring consistent service delivery

• Strong analytical, problem-solving, organizational, and relationship management abilities

• Excellent communication, presentation, and stakeholder management skills

• Proficient in Microsoft Office and experienced with reporting tools, systems, or CRM platforms

• Ability to adapt to new technologies and applications

🏝️ Benefits

• Competitive salary

• Family health and wellness programs

• 401K

• Employee assistance programs

• Paid time off

• Paid holidays

• Opportunities for career advancement and development

• Discretionary annual incentive program, subject to program rules along with individual and organizational performance