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Account Executive Private Equity

Job in New York, New York County, New York, 10261, USA
Listing for: Risk Strategies Company
Full Time position
Listed on 2026-01-13
Job specializations:
  • Insurance
    Insurance Sales, Risk Manager/Analyst
  • Finance & Banking
    Insurance Sales, Risk Manager/Analyst
Job Description & How to Apply Below
Position: Account Executive, Employee Benefits, Private Equity
Location: New York

Account Executive, Employee Benefits, Private Equity

Apply for the Account Executive, Employee Benefits, Private Equity role at Risk Strategies Company.

Job Summary

Due to the growth of our Private Equity Practice we are seeking an Employee Benefits expert to fulfill the needs of growing business needs. The ideal candidate will have an expressed interest in learning the Private Equity Business as a proactive problem solver with strong interpersonal skills to support our clients.

The Account Executive will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast‑paced environment.

Your

Impact
  • Proactively manage a full book of business while providing M&A/Due Diligence support
  • Building and maintaining constructive relationships with clients by exceeding expectations and service delivery
  • Maintaining clear communication with internal colleagues, clients, and insurance carriers/vendors
  • Develop marketing strategies to obtain competitive pricing, funding, and plan design opportunities
  • Marketing coverage (RFP process) and requesting health and welfare plan renewals
  • Preparing annual Open Enrollment communications for each client’s employee population
Successful Candidates Will Have:
  • Minimum 10 + years’ experience within the employee benefits industry
  • M&A/Due Diligence experience preferred, but not required
  • Valid State Life, Accident and Health brokers’ license
  • Knowledge of financial underwriting, self‑insurance (Medical/Rx), and alternative funding programs (captives, RBP, etc.) programs
  • Experience in growing new revenue with current clients as well as contributing to new client acquisition where applicable

Risk Strategies is the 9th largest privately held US 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 has over 100 offices and 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years ) 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
  • Director
Employment Type
  • Full‑time
Job Function
  • Business Development, Management, and Analyst
Industries
  • Insurance

New York, NY

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