Senior Account Manager

September 15

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Risk Strategies Company

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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