Risk Strategies · 3 months ago
Employee Benefits Account Executive
Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance services. The Account Executive will interact with clients daily, developing and maintaining relationships while managing a book of business and ensuring compliance with regulations related to health and welfare benefits.
ComplianceConsultingManagement ConsultingRisk Management
Responsibilities
Be a subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
Manage a book of business of approximately $1,000,000+
Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
Proactively anticipate client needs and bring forward strategies to address their challenges
Understand and utilize Risk Strategies resources and tools to maximize efficiency
Project manage a book of business including planning, delegating, and meeting deliverable timing
Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers
Manage request for proposals and renewals - negotiate with carriers and make recommendations to client
Oversee open enrollment process for clients
Ensure client is fully compliant with all regulations to which they are subject
Be accountable for all work product provided to client across the AE’s book of business, including ensuring client updates are made within appropriate software (e.g., BenefitPoint, AMS, etc)
Review work, provide feedback and mentor junior team members
Qualification
Required
Strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans
Be a subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
Manage a book of business of approximately $1,000,000+
Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
Proactively anticipate client needs and bring forward strategies to address their challenges
Understand and utilize Risk Strategies resources and tools to maximize efficiency
Project manage a book of business including planning, delegating, and meeting deliverable timing
Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers
Manage request for proposals and renewals - negotiate with carriers and make recommendations to client
Oversee open enrollment process for clients
Ensure client is fully compliant with all regulations to which they are subject
Be accountable for all work product provided to client across the AE's book of business, including ensuring client updates are made within appropriate software (e.g., BenefitPoint, AMS, etc)
Review work, provide feedback and mentor junior team members
5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills
Client-facing experience in the employee benefit industry
Experience with self-funding
Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Ability to work independently and anticipate client and team needs
Effective time management
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Detail-oriented
Advanced critical thinking skills
Strong Microsoft Excel, Word and PowerPoint skills
Life, Accident and Health Insurance License required
Preferred
BA/BS preferred
GBA or CEBS Certification a plus
Company
Risk Strategies
Risk Strategies is a workplace risk assessment and management consultancy offering workers compensation and safety management services.
H1B Sponsorship
Risk Strategies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Early StageRecent News
2025-10-10
2025-10-02
Company data provided by crunchbase