Account Manager, Employee Benefits

About the role

As a Mid-Market Account Manager, you’ll build lasting client relationships and drive real impact. You’ll own a focused book of business while serving as a trusted advisor, handling day-to-day needs, offering clear insights through data, and delivering a seamless, high-quality client experience.

Responsibilities

• Manage a book of business of approximately $500,000+
• Collaborate closely with vendors, carriers, and internal teams
• Support Team Leader and/or Account Executive(s), as assigned
• Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
• Actively seek improvements to client service and efficiencies within teams by identifying improved processes
• Develop project plans and deliver on service goals
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of account transactions
• Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
• Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
• Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
• Understand, articulate and implement RS value-added resources
• Update client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc)

Requirements

BA/BS preferred
2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skills
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Life, Accident and Health Insurance License required
GBA or CEBS Certification a plus

Qualifications

Strong foundation in employer-sponsored health and welfare plans
Solid grasp of federal and state regulations that guide these plans

Skills

Client-focused
Driven
Ability to identify and capitalize on opportunities for growth

Benefits

Dynamic brokerage environment

Pay

N/A

Schedule

N/A

Benefits

N/A

Contact

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.