Risk Strategies
Senior Account Manager, Employee Benefits
Risk Strategies, Irvine, California, United States, 92713
Overview
Senior Account Manager, Employee Benefits at Risk Strategies Company. This hybrid role requires onsite presence approximately one to four days per week at one of the following office locations: Santa Rosa, CA; Irvine, CA; Roseville, CA; Glendale, CA; Burlingame, CA; Portland, OR. The Large-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will respond to day-to-day client inquiries and provide needed client analytics. The Senior Account Manager will interface with vendors and key clients, create client deliverables, and ensure quality standards are met. Note: This role has a smaller book of business with less complex clients and supports the Team Leader and Account Executives on their clients. The Senior Account Manager is accountable for revenue growth client expansion on their personal book of business. Qualified candidates will have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Responsibilities Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including medical, dental, vision, life, disability, and voluntary coverages Manage a personal book of business approximately $500,000 - $1,000,000+ Support Team Leader and/or Account Executive(s), as assigned Provide proactive client service for day-to-day issues and questions; escalate as necessary Identify opportunities to improve client service and team efficiencies by modifying processes Collaborate with the client team to develop project plans and achieve service goals Set priorities and manage workflow to ensure timely and accurate processing of account transactions Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and present results to clients Delegate administrative and analytic tasks to the team Benefit Analyst; provide coaching and peer review (e.g., Forms 5500, policy review, monthly carrier reporting) Stay informed on industry information, new products, legislation, coverages and technology to continuously improve knowledge and performance Prepare for and facilitate client meetings with agendas and materials Understand, articulate and implement RS value-added resources Maintain client information in appropriate software (e.g., BenefitPoint, AMS) in a timely manner
Qualifications
Current and active Life, Accident and Health insurance license required 4+ years of client-facing health & welfare experience at an insurance agency or broker, including self-funded client experience Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Detail oriented with effective time management and diligent follow-up skills Critical thinking and clear written and oral communication skills Strong Microsoft Excel and PowerPoint skills GBA or CEBS Certification a plus
About Risk Strategies Company
Risk Strategies is a leading brokerage and consulting firm providing risk management, insurance and reinsurance placement for property & casualty, employee benefits, private client services, and related advisory services. The organization serves commercial companies, nonprofits, public entities, and individuals with access to major insurance markets. Compensation
At Risk Strategies Company, base pay is one part of total compensation, which also includes a comprehensive benefits package (medical, dental, vision, disability, life, and retirement savings). The base pay range for this position is between $64,800 - $105,000 plus bonus. Final offer varies by location, education, experience, and other factors. JR102732 #J-18808-Ljbffr
Senior Account Manager, Employee Benefits at Risk Strategies Company. This hybrid role requires onsite presence approximately one to four days per week at one of the following office locations: Santa Rosa, CA; Irvine, CA; Roseville, CA; Glendale, CA; Burlingame, CA; Portland, OR. The Large-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will respond to day-to-day client inquiries and provide needed client analytics. The Senior Account Manager will interface with vendors and key clients, create client deliverables, and ensure quality standards are met. Note: This role has a smaller book of business with less complex clients and supports the Team Leader and Account Executives on their clients. The Senior Account Manager is accountable for revenue growth client expansion on their personal book of business. Qualified candidates will have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Responsibilities Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including medical, dental, vision, life, disability, and voluntary coverages Manage a personal book of business approximately $500,000 - $1,000,000+ Support Team Leader and/or Account Executive(s), as assigned Provide proactive client service for day-to-day issues and questions; escalate as necessary Identify opportunities to improve client service and team efficiencies by modifying processes Collaborate with the client team to develop project plans and achieve service goals Set priorities and manage workflow to ensure timely and accurate processing of account transactions Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and present results to clients Delegate administrative and analytic tasks to the team Benefit Analyst; provide coaching and peer review (e.g., Forms 5500, policy review, monthly carrier reporting) Stay informed on industry information, new products, legislation, coverages and technology to continuously improve knowledge and performance Prepare for and facilitate client meetings with agendas and materials Understand, articulate and implement RS value-added resources Maintain client information in appropriate software (e.g., BenefitPoint, AMS) in a timely manner
Qualifications
Current and active Life, Accident and Health insurance license required 4+ years of client-facing health & welfare experience at an insurance agency or broker, including self-funded client experience Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Detail oriented with effective time management and diligent follow-up skills Critical thinking and clear written and oral communication skills Strong Microsoft Excel and PowerPoint skills GBA or CEBS Certification a plus
About Risk Strategies Company
Risk Strategies is a leading brokerage and consulting firm providing risk management, insurance and reinsurance placement for property & casualty, employee benefits, private client services, and related advisory services. The organization serves commercial companies, nonprofits, public entities, and individuals with access to major insurance markets. Compensation
At Risk Strategies Company, base pay is one part of total compensation, which also includes a comprehensive benefits package (medical, dental, vision, disability, life, and retirement savings). The base pay range for this position is between $64,800 - $105,000 plus bonus. Final offer varies by location, education, experience, and other factors. JR102732 #J-18808-Ljbffr