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
March 18
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
• The Account Executive interacts with clients on a day-to-day basis • Developing and maintaining relationships with both client and carrier representatives • Research, analyze, and evaluate medical, life, disability and other benefit plans • Serve as the benefit expert to clients • Primary point of contact for clients and indirect supervision of team members • Review work for accuracy and delegate work and projects to other team members • Responsible for revenue growth – client expansion – on their personal book of business • Assisting producers and team with prospecting new clients, including proposal development • Be a subject matter expert on Health & Welfare Benefits • Project manage a book of business including planning, delegating, and meeting deliverable timing • Oversee open enrollment process for clients • Ensure client is compliant with all regulations
• BA/BS preferred • 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills • Client-facing experience in the employee benefit industry • Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services • Ability to work independently and anticipate client and team needs • Effective time management • Diligent follow up skills • Ability to express ideas clearly in both written and oral communications • Detail-oriented • Advanced critical thinking skills • Strong Microsoft Excel, Word and PowerPoint skills • Life, Accident and Health Insurance License required • GBA or CEBS Certification a plus
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