Risk Strategies Company
Sr. Account Manager, Employee Benefits
Risk Strategies Company, Chicago, Illinois, United States,
Job Summary
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 Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth – client expansion – on their personal book of business.
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 2,400 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. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.
Primary Responsibilities and Duties
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.
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 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.
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 the team.
Requirements and Qualifications
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
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 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 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. Learn more about working at Risk Strategies by visiting our careers page:
www.risk-strategies.com/careers .
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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 Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth – client expansion – on their personal book of business.
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 2,400 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. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.
Primary Responsibilities and Duties
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.
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 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.
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 the team.
Requirements and Qualifications
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
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 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 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. Learn more about working at Risk Strategies by visiting our careers page:
www.risk-strategies.com/careers .
#J-18808-Ljbffr