Relationship Manager-Northeast

Posted 9 Days Ago
Be an Early Applicant
Hiring Remotely in Bloomington, MN, USA
In-Office or Remote
90K-120K Annually
Senior level
Insurance
The Role
Serve as primary relationship lead for assigned employer clients and broker partners to drive retention and revenue. Manage an assigned book, use reporting and data analytics to identify trends and cost drivers, provide strategic consultation and renewal support, recommend products and services, coordinate internal teams and vendors, and deliver consistent client service and presentations to broker partners and C-suite stakeholders.
Summary Generated by Built In

 The Opportunity

HealthEZ is currently seeking a Relationship Manager for our Northeast region who will serve as the primary relationship lead for assigned employer clients and broker partners. The Relationship Manager’s primary responsibility is retention of business, working to build and maintain trusted relationships, understanding each client’s health plan strategy and needs, and coordinating internal resources to deliver consistent, high-quality HealthEZ experience. The Relationship Manager role will manage an assigned block of business while providing strategic consultation and revenue accountability. Relationship Managers use reporting and data analytics to identify plan performance trends, communicate actionable insights, recommend HealthEZ products and services, and support client retention and revenue growth. This role will collaborate with all internal stakeholders and vendor partners to ensure client needs are understood, appropriately prioritized, and resolved.

This position is remote, targeting Northeastern geographic regions in the US, primarily New Jersey and New York.


What you’ll do


• Reporting and data analytics are critical tools for the Relationship Manager role and are required for all clients within the assigned book of business.

• Maintain a consistent reporting cadence based on client size, complexity, contractual requirements, and service needs.

• Review available reporting in advance of client and broker meetings to identify plan performance trends, cost drivers, utilization patterns, service concerns, and opportunities for recommendation.

• Ensure reporting discussions are meaningful and actionable by clearly communicating key findings, recommended next steps, responsible parties, and follow-up timelines.

• Use reporting to support proactive client consultation, renewal strategy, retention efforts, product recommendations, and overall client satisfaction.

Qualifications

What we expect from you


• Bachelor’s degree in business or related field

• Minimum of 5 years of Account Management or Relationship Management experience, with a primary focus on mid-market to large group segments

• Proficiency with Salesforce and Cedargate (or related) reporting platforms

• Strong presentation skills with the ability to engage effectively with broker partners and C-suite


We make healthcare EZ!

Additional Opportunity Details:

Target Base Compensation Range for this role is $90,000-$120,000*

 

*Factors that may be used to determine your actual salary include your job specific skills, education, training, job location, number of years of experience related to this role and comparison to other employees already in this role. Employee benefits are part of the competitive total rewards package that HealthEZ provides to you. Our comprehensive benefits program includes health benefits, retirement plan (401k), paid time off, paid leave including parental leave and more.

HealthEZ recognizes its responsibilities under federal, state and local laws requiring non-discriminatory employment practices. All employment decisions, practices and procedures will be carried out without regard to race, color, creed, religion and sex (including pregnancy), sexual orientation, national origin or ancestry, age, marital status, disability, family status, status with regard to public assistance or any other characteristic protected under applicable local, state and federal laws.

  

HealthEZ is proud to be an equal opportunity employer.

Skills Required

  • Bachelor's degree in business or related field
  • Minimum of 5 years of Account Management or Relationship Management experience focused on mid-market to large group segments
  • Proficiency with Salesforce and Cedargate (or related) reporting platforms
  • Reporting and data analytics proficiency for client reporting, trend analysis, and actionable insights
  • Strong presentation skills with ability to engage broker partners and C-suite
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The Company
HQ: Bloomington, MN
100 Employees
Year Founded: 1982

What We Do

We're your healthcare champion. For over 35 years we’ve been simplifying healthcare for our clients, brokers, providers and members. Our knowledgeable and service-oriented team creates and administers custom health benefits solutions that are EZ and affordable.

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