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Relationship Manager  

About Vereo Partners 

Vereo Partners is a benefits brokerage firm built on a simple idea: mid-market employers deserve enterprise-level expertise and attention. We combine smart technology with hands-on human insight to deliver proactive, strategic benefits solutions. We focus on planning ahead, solving problems before they arise, and delivering a consistently high level of service to every client. Our growth comes from doing exceptional work and building long-term partnerships, not chasing transactions. 

About the Role 

We’re looking for a Relationship Manager who builds trusted client partnerships and delivers meaningful strategic value. You are client-first, proactive, and comfortable navigating complex benefits challenges; translating them into clear, actionable solutions. 

In this role, you’ll manage a portfolio of client accounts with guidance and mentorship from senior team members. You’ll serve as a key client contact, support renewals, and collaborate closely with internal teams while continuing to develop your consulting and relationship management skills. This position is ideal for someone with foundational benefits experience who’s ready to take on greater account responsibility and grow into a strategic advisor who elevates the client experience at every stage. 

This role can be Hybrid in Greater Seattle or Remote in WA, OR, ID with light travel required (up to 10%). 

Key Responsibilities 

Account Management & Client Support 

  • Manage day-to-day client relationships for assigned accounts, primarily in the 25-300 employee range with mentorship from VP, Client Relationships  
  • Serve as a primary client contact for HR teams, conducting regular check-ins and addressing plan administration, claims, and employee inquiries proactively. 
  • Coordinate with internal service teams to deliver timely, accurate resolutions 
  • Assist clients with routine plan changes, employee adds/deletes, and administrative requests 

Renewal Support & Implementation 

  • Support renewal cycles using tools such as PlanSight and Brite to gather data, prepare analyses and presentations, and coordinate renewal implementation—including enrollment materials, employee communications, and timelines. 
  • Negotiate renewal strategies through observation and mentored participation, prioritizing the best possible outcome for clients 

Client Service & Strategic Growth 

  • Work with carriers and vendors to obtain quotes, clarify coverage, and resolve issues 
  • Support compliance activities including COBRA administration and ACA reporting 
  • Help prepare client reports, utilization summaries, and benchmarking analyses 
  • Assist with claims and billing issue resolution in coordination with carriers and internal teams 
  • Participate in carrier and vendor training to expand product knowledge, complete continuing education to advance professional certifications 

Qualifications & Experience 

  • 2–4 years of experience in employee benefits, with a strong working knowledge of group health, dental, vision, and ancillary benefits 
  • Experience using benefits administration platforms, HRIS systems, or similar client-facing technology 
  • Proficiency with data analysis and presentation tools (Excel, reporting tools, dashboards, presentations) 

What Sets You Apart 

  • Tech-savvy and comfortable learning new systems to improve client service and internal efficiency 
  • Proactive, solution-oriented mindset with the ability to anticipate issues before they arise 
  • Experience supporting or managing client accounts in a consultative, service-driven environment 
  • Familiarity with benefits regulations (ERISA, COBRA, ACA) or a strong aptitude to learn  
  • Insurance license or willingness to obtain within 90 days 

Why Join Vereo? 

  • Real impact: You’ll work with clients who value strategic guidance, not transactional service and you’ll see the direct results of your work. 
  • Trusted advisor seat: You’re empowered to lead conversations, shape strategy, and build long-term relationships. 
  • Collaborative team: You’ll partner with smart, engaged teammates who value accountability, clear communication, and shared success. 
  • Room to grow: As the firm grows, so do your opportunities to expand your influence, skills, and career path. 

What We Offer 

Salary Range: $80,000-$110,000 depending on experience 

  • Competitive salary with growth potential based on performance 
  • Comprehensive benefits package including health, dental, vision, and retirement plans 
  • Monthly cellphone and home internet stipend 
  • Professional development budget for training and certifications 
  • Mentorship and career advancement opportunities 
  • Exposure to senior-level client relationships and strategic consulting
 

This position requires U.S. work authorization and is not eligible for sponsorship. 

 

To Apply: Please send your updated resume and why you are a great fit to careers@vereopartners.com. 

 

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage applications from all qualified individuals and believe a diverse workforce drives innovation. If you require assistance or accommodations to participate in the job application or interview process, please contact careers@vereopartners.com.