Relationship Manager-Northeast

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.