Risk Strategies Company
Senior Account Manager, Employee Benefits
Risk Strategies Company, Chicago, Illinois, United States, 60290
Senior Account Manager, Employee Benefits
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 role will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.
Risk Strategies is a national specialty insurance brokerage and risk management firm that assists organizations and individuals in simplifying the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US & Canada, the company is recognized as a Best Places to Work and has received several industry accolades for growth and service excellence.
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; elevate to escalation 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.
Successful Candidates will Have
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
GBA or CEBS Certification a plus
Physical Demands and Work Environment
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 by this job 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 offers a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings. The base pay range for this position is between $84,200 and $90,000. Actual compensation may vary based on location, experience, education and job-specific factors.
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The role will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.
Risk Strategies is a national specialty insurance brokerage and risk management firm that assists organizations and individuals in simplifying the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US & Canada, the company is recognized as a Best Places to Work and has received several industry accolades for growth and service excellence.
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; elevate to escalation 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.
Successful Candidates will Have
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
GBA or CEBS Certification a plus
Physical Demands and Work Environment
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 by this job 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 offers a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings. The base pay range for this position is between $84,200 and $90,000. Actual compensation may vary based on location, experience, education and job-specific factors.
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