Senior Account Manager, Employee Benefits jobs in United States
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Risk Strategies Company ยท 1 day ago

Senior Account Manager, Employee Benefits

Risk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance services. The Mid-Market Senior Account Manager will manage a book of business, develop long-term client relationships, and ensure quality standards are met while driving revenue growth.

ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Michael DesEnfants
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Responsibilities

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

Qualification

Health & Welfare BenefitsLifeAccidentHealth Insurance LicenseClient-facing experienceBenefits administration knowledgeAnalytical skillsCoaching skillsProject management

Required

Life, Accident and Health Insurance License required
4 - 7+ years of health & welfare experience, meets, or exceeds, majority of core practice competency-based skills
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+
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
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services

Preferred

BA/BS preferred
Client-facing experience in the employee benefit industry a plus

Company

Risk Strategies Company

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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.

Funding

Current Stage
Late Stage
Total Funding
unknown
2015-10-07Acquired

Leadership Team

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Jeff M. Clinkscales
SVP, West Region Private Client Leader
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Lawrence Hartley
Senior Vice President
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Company data provided by crunchbase