Small Group Account Manager

We’re seeking a Small Group Account Manager to join our team. In this role, you’ll manage a defined book of business, foster strong client relationships, and deliver exceptional service. You’ll handle daily client inquiries, provide analytics and reporting, and coordinate with vendors to ensure quality standards are met. The Account Manager also supports senior team members on complex accounts while driving growth within their own. Candidates should have a solid understanding of employer-sponsored health and welfare plans, along with the federal and state regulations that govern them.

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 50 – 60 clients with a focus on groups with less than 50 lives
• 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
• 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, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentations
• Delegate administrative and analytic tasks, as necessitated, to team Benefit Coordinator; provide coaching and peer review, e.g., policy review, carrier reporting
• Keeps 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.)

Successful Candidate Will Have:

• BA/BS preferred
• 3-5 years of health & welfare experience, meets 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
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Excel, Word and PowerPoint skills
• Life, Accident and Health Insurance License required
• GBA or CEBS Certification a plus

About Risk Strategies:

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 has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800.00 - $80,000.00 annually plus bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

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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