Senior Account Manager

Position: Senior Account Manager, Employee Benefits

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 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 S. 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.

The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Your Impact

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 to respond to the 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.

Successful Candidates Will Have

• 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, 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.

Requirements and Qualifications

• Life, Accident and Health Insurance License required
• BA/BS preferred
• 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, Health Care Reform, industry trends, carrier products and services

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 the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Seniority level

• Mid‑Senior level

Employment type

• Full-time

Job function

• General Business, Consulting, and Customer Service

Industry

• Insurance

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