Risk Strategies Company ยท 1 day ago
Senior Account Manager, Employee Benefits
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$84K/yr - $90K/yr
4+ years expRisk Strategies Company is the 9th largest privately held US brokerage firm, specializing in risk management and insurance solutions. The Senior Account Manager will manage a personal book of business, develop client relationships, and ensure high-quality service standards are met while serving as a subject matter expert on health and welfare benefits.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Michael DesEnfants
Responsibilities
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 personal book of business of approximately $500,000 - $1,000,000+
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
Works with the client team to develop project plans and deliver on service goals
Sets priorities and manages 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
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Qualification
Required
Strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans
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 personal book of business of approximately $500,000 - $1,000,000+
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
Works with the client team to develop project plans and deliver on service goals
Sets priorities and manages 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
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Life, Accident and Health Insurance License required
4 - 7+ years of health & welfare experience, meets, or exceeds, majority of core practice competency-based skills
Client-facing experience in the employee benefit industry a plus
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Strong Microsoft Excel and PowerPoint skills
Preferred
BA/BS preferred
GBA or CEBS Certification a plus
Benefits
Medical
Dental
Vision
Disability
Life
Retirement savings
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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