Risk Strategies Company
Sr. Account Manager, Employee Benefits
Risk Strategies Company, Chicago, Illinois, United States
The Mid-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible for responding to day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The role includes revenue growth and client expansion on a personal book of business.
Your Impact:
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; escalation as necessary
Actively seek improvements to client service and efficiencies within teams by identifying improved processes
Work with the client team to develop project plans and deliver on service goals
Set priorities and manage 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 client presentations
Delegate administrative and analytic tasks as needed to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc.
Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
Understand, articulate and implement RS value-added resources
Accountability for updating client information in a timely manner within appropriate software (e.g., BenefitPoint, AMS, etc.)
Provide peer review for others on team
Successful Candidates will Have:
BA/BS preferred
Life, Accident and Health Insurance License required
4–7 years of health & welfare experience, meeting or exceeding 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
GBA or CEBS Certification a plus
Physical Demands and Work Environment
While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required include close vision and the ability to adjust focus.
The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel.
Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and more than 5,000 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies’ privacy policy.
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Your Impact:
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; escalation as necessary
Actively seek improvements to client service and efficiencies within teams by identifying improved processes
Work with the client team to develop project plans and deliver on service goals
Set priorities and manage 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 client presentations
Delegate administrative and analytic tasks as needed to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc.
Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
Understand, articulate and implement RS value-added resources
Accountability for updating client information in a timely manner within appropriate software (e.g., BenefitPoint, AMS, etc.)
Provide peer review for others on team
Successful Candidates will Have:
BA/BS preferred
Life, Accident and Health Insurance License required
4–7 years of health & welfare experience, meeting or exceeding 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
GBA or CEBS Certification a plus
Physical Demands and Work Environment
While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required include close vision and the ability to adjust focus.
The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel.
Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and more than 5,000 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies’ privacy policy.
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