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    Sr. Account Manager, Employee Benefits - Chicago, United States - Risk Strategies

    Risk Strategies
    Risk Strategies Chicago, United States

    1 week ago

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    Description
    Job Summary


    The Mid-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients.

    This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics.

    The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.

    The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards.

    The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients.

    The Senior Account Manager is responsible for revenue growth – client expansion – on their personal book of business.

    Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability.

    With over 115 offices and 2,400 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees.

    For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.


    The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

    Primary Responsibilities and Duties

    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 $500,000 - $1,000,000+
    Support Team Leader and/or Account Executive(s), as assigned
    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 renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
    Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc
    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.)
    Understand, articulate and implement RS value-added resources
    Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc)
    Provide peer review for others on team
    Requirements and Qualifications

    BA/BS preferred
    Life, Accident and Health Insurance License required

    • 7+ years of health & welfare experience, meets, or exceeds, majority of core practice competencybased skills
    Client-facing experience in the employee benefit industry a plus
    Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
    Strong Microsoft Excel and PowerPoint skills
    GBA or CEBS Certification a plus
    Physical Demands and Work Environment


    While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms.

    The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
    The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel

    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, the firm 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.


    Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years and to 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


    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:

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