Senior Account Manager

September 15, 2024

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Risk Strategies Company

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Risk Strategies Company is a comprehensive insurance brokerage and risk management firm. It offers a wide range of services including commercial insurance, employee benefits, private client insurance, and specialty risk management solutions tailored to the unique needs of businesses and individuals. With expertise across diverse industries, Risk Strategies provides innovative and customized solutions to mitigate risks and optimize coverage. Their client-centric approach ensures personalized service and dedicated support, making them a trusted partner in managing risk and developing resilience.

Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000 employees

🏢 Enterprise

💸 Finance

📋 Description

• 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 • Attending open enrollment meetings and providing assistance with processing enrollment/changes forms and documents • Proactively drive discussions around plan performance and design for our private equity clients and related portfolio companies • Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues • Proactively anticipate client needs and bring forward strategies to address their challenges • Understand and utilize Risk Strategies resources and tools to maximize efficiency • Provide strategic guidance and creative solutions around portfolio wide and/or client-specific objectives • Preparing annual Open Enrollment communications for each client’s employee population • Nurturing professional relationships through the facilitation of client meetings and consistent client contact

🎯 Requirements

• Bachelors’ Degree or employee benefits insurance experience • 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 /or obtain within 60 days • Excellent verbal and written communication skills • Knowledge of marketing concepts and negotiation of insurance coverage(s) • Expertise in computer applications, esp. Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) • Ability to work effectively under pressure, handling multiple tasks with interruptions and changing priorities. • Exceptional organization and time-management skills • Ability to multitask and work with minimal direction • Ability to thrive in an ever-changing high-pressure environment/organization • 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