Account Manager (EB)

Risk Strategies • Cincinnati, OH

2d

About The Position

The Small Group Senior Account Manager builds strong client relationships and leads the delivery of thoughtful, strategic employee benefit solutions. As the primary advisor to a portfolio of clients, you’ll guide benefit strategy, analyze plan options across medical, life, disability, and ancillary lines, and collaborate with carrier partners to ensure each client’s programs meet their goals. You’ll also oversee and support team members to ensure all work is accurate, timely, and aligned with client expectations. This role directly supports business growth through client retention, expansion, and participation in new‑business opportunities, including proposal development. To succeed, you’ll bring deep expertise in employer‑sponsored health and welfare plans and a solid understanding of the regulatory landscape that shapes them—all while thriving in a fast‑paced, client‑focused environment. Your Impact: Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary

Requirements

• BA/BS preferred
• 2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skills
• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Life, Accident and Health Insurance License required

Nice To Haves

• GBA or CEBS Certification a plus

Responsibilities

• Manage a book of business of approximately 50 – 70 small group accounts with a focus on employers with 50+ eligible employees
• Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
• Proactively anticipate client needs and bring forward strategies to address their challenges
• Understand and utilize Risk Strategies resources and tools to maximize efficiency
• Project manage book of business including planning, delegating, and meeting deliverable timing

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level