Senior Account Manager, Employee Benefits

Risk Strategies Company; Southfield (MI); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Industry recognition and awards

Comprehensive risk management advice

Job summary

A leading insurance brokerage firm in Southfield is seeking a Senior Account Manager specializing in employee benefits. The successful candidate will manage a personal book of business, oversee client relationships, and ensure quality service delivery. Ideal applicants should have 4-7 years of relevant experience and a life insurance license. This opportunity offers a dynamic work environment and a commitment to professional development.

Qualifications

• Life, Accident and Health Insurance License required.
• 4 - 7+ years of health & welfare experience.
• Client-facing experience in the employee benefit industry a plus.

Responsibilities

• Manage a personal book of business of approximately $500,000 - $1,000,000+.
• Prepare renewals and RFPs, coordinate vendor responses.
• Proactively provide client service and escalate issues as necessary.

Skills

Health & Welfare Benefits expertise

Client service

Process improvement

Education

BA/BS preferred

Job description

Senior Account Manager, Employee Benefits

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 respond to day-to-day client inquiries and perform needed client analytics. The Senior Account Manager interfaces with vendors and key clients internally and externally, creates client deliverables, and ensures quality standards are met. The Senior 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.

Your Impact

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.

Successful Candidates Will Have

• 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

Requirements and Qualifications

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

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 U.S. 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, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.