Senior Account Manager, Employee Benefits jobs in United States
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Risk Strategies Company · 2 hours ago

Senior Account Manager, Employee Benefits

Risk Strategies Company is the 9th largest privately held US brokerage firm, and they are seeking a Senior Account Manager for Employee Benefits. In this role, you will be a trusted advisor to clients, managing a book of business and ensuring exceptional client service and satisfaction through strategic thinking and problem-solving.

ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Michael DesEnfants
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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

Health & Welfare BenefitsClient-facing experienceBenefits administrationLifeAccidentHealth LicenseGBACEBS CertificationMicrosoft ExcelMicrosoft PowerPointRelationship managementStrategic thinkingProblem solving

Required

BA/BS preferred
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

GBA or CEBS Certification a plus

Benefits

Medical
Dental
Vision
Disability
Life
Retirement savings

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