National Accounts Relationship Manager

Renaissance Life & Health Insurance Company of America•Indianapolis, IN
•Remote

About The Position

The National Accounts Relationship Manager strategically manages, retains, and grows a portfolio of large, complex, geographically diverse employer groups and broker or consultant relationships. As the primary relationship leader, this position develops account strategies, coordinates service delivery across internal teams, leads renewal and implementation activities, resolves escalated issues, and identifies opportunities to expand dental, vision, life, disability, and ancillary coverage. The role combines consultative account leadership, financial and renewal acumen, and strong execution to deliver a consistent national client experience. The position is fully remote and based in Indianapolis, Indiana, with up to 25% travel as needed. The manager develops account plans; builds relationships with client decision-makers, benefits leaders, brokers, consultants, and other stakeholders; and coordinates internal partners to provide timely, effective service. The role leads client and broker meetings, stewardship and business reviews, and strategic planning discussions, and works with sales leadership, underwriting, implementation, operations, claims, billing, and other teams on renewal strategies, rate actions, plan alternatives, and proposals. The manager analyzes account performance and identifies risks and growth opportunities, leads or supports presentations and implementation and enrollment planning, owns complex issue resolution, and maintains account records in Salesforce. The position also keeps clients and brokers informed of relevant product and service changes, serves as a resource to account management and sales associates, identifies service or process gaps, and participates in initiatives to improve service, efficiency, and the client experience. Other duties may be assigned by the Director.

Requirements

  • Bachelor’s degree in business administration or a related field, or an equivalent combination of education, training, and experience.
  • At least five years of experience in employee benefits account management, sales, sales support, underwriting, or client service.
  • Experience leading renewals, client presentations, strategic business reviews, service escalations, and cross-functional account initiatives.
  • Ability to analyze and resolve complex problems, use independent judgment, and communicate effectively with internal and external contacts.
  • Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word.
  • State health insurance license required, or must be obtained within three months of employment.
  • Valid driver’s license and ability to operate a motor vehicle when necessary to implement and service groups.
  • Willingness to learn and adopt new tools, technologies, and process improvements, including automation or AI-enabled solutions.
  • Use AI tools responsibly within company, security, and compliance guidelines.
  • Able to travel up to 25% as needed.

Nice To Haves

  • Experience with large, complex, or national accounts.
  • Knowledge of group dental, vision, life, disability, and ancillary products.
  • Experience using Salesforce.com or a comparable CRM platform.

Responsibilities

  • Develop and execute strategic account plans covering retention, growth, client engagement, service delivery, and relationship objectives.
  • Build and maintain relationships with client decision-makers, benefits leaders, brokers, consultants, and other stakeholders across locations or business units.
  • Serve as the primary point of accountability for the overall client experience and coordinate internal partners to deliver timely, consistent service.
  • Lead client and broker meetings, stewardship reviews, business reviews, and strategic planning discussions; communicate performance, trends, risks, and recommended actions.
  • Partner with sales leadership, underwriting, implementation, operations, claims, billing, and other teams to develop and deliver renewal strategies, rate actions, plan design alternatives, and proposals.
  • Analyze account performance, utilization, service metrics, financial results, and client feedback to identify risks, improvement opportunities, and solutions.
  • Identify opportunities to add coverage lines, expand participation, and strengthen relationships while supporting profitable growth.
  • Negotiate and coordinate renewal appeals, service commitments, and plan changes with internal partners, brokers, consultants, and policyholders.
  • Lead or support finalist presentations, implementation planning, enrollment strategy, open enrollment meetings, and communication planning for new and existing national accounts.
  • Develop account-specific service strategies and escalation plans; own resolution of complex, non-routine issues and communicate progress through closure.
  • Anticipate accounts at risk, document concerns and action plans, and engage appropriate leaders and partners early to support retention.
  • Maintain accurate client documentation, opportunities, issues, meetings, commitments, and follow-up activities in Salesforce.
  • Keep clients and brokers informed of product, service, process, and policy enhancements that may affect benefit programs.
  • Serve as a subject matter resource to account management and sales associates; share best practices and contribute to training and development as appropriate.
  • Identify process, policy, technology, or service gaps affecting client satisfaction and collaborate with internal partners on improvements.
  • Participate in departmental and enterprise initiatives to improve service, efficiency, knowledge, and the client experience.
  • Perform other duties and responsibilities as needed or assigned by the Director.
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