Risk Strategies Company
Employee Benefits Senior Account Manager
Remote | $500K - $1,000K
Qualifications
- 4 - 7+ years of health & welfare experience, meets, or exceeds, majority of core practice competency-based skills
- 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
Responsibilities
- 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
- 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)
Company information
