Risk Strategies Company ยท 2 days ago
Employee Benefits Senior Account Manager
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $115K/yr
4+ years expRisk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance services. The Senior Account Manager is responsible for managing a personal book of business, developing long-term client relationships, and ensuring high-quality service standards are met while supporting team leaders and account executives.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Meredith Reed
Responsibilities
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 - $750,000+
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
Qualification
Required
Strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans
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 - $750,000+
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
4 - 7+ years of health & welfare experience, meets, or exceeds, 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 work independently and learning to anticipate client and team needs
Effective time management
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Critical thinking skills
Detail-oriented
Strong Microsoft Excel and PowerPoint skills
Life, Accident and Health Insurance License required
Preferred
BA/BS preferred
GBA or CEBS Certification a plus
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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