Senior Account Manager, Employee Benefits

Risk Strategies

22d

About The Position

The Senior Account Manager plays a key role in shaping an exceptional client experience, serving as the primary partner for a defined book of business while building trusted, long‑term relationships. In this dynamic role, you’ll be the go‑to expert for day‑to‑day client needs, delivering responsive guidance, meaningful analytics, and forward‑thinking solutions that help clients navigate the evolving employee benefits landscape. You’ll collaborate closely with carriers, vendors, and internal teams to craft high‑quality client deliverables, elevate service outcomes, and ensure every engagement meets the high standards that set our firm apart. As a Senior Account Manager, you’ll bring deep expertise in employer-sponsored health and welfare plans and the regulations that shape them, applying that knowledge to accelerate client success and drive meaningful growth. With a focused book of business that allows for strategic attention, you’ll also support Account Executives and Team Leadership on key accounts while taking ownership of expanding your own client relationships. This is an opportunity to blend technical acumen with relationship-building skills in a role designed for someone who is energized by problem-solving, passionate about service excellence, and ready to make an impact in a fast-moving brokerage environment.

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

• Serve as the subject matter expert on Health & Welfare Benefits, guiding clients with deep knowledge of medical, dental, vision, life, disability, and voluntary products and carrier solutions.
• Own and grow a personal book of business of approximately $500,000+, driving strong client relationships and expansion opportunities.
• Partner closely with Team Leaders and Account Executives to support strategic initiatives and deliver an elevated client experience.
• Lead proactive day‑to‑day client service, resolving issues with urgency, clarity, and a commitment to exceptional service.
• Identify opportunities to improve client outcomes and team efficiency by refining processes and introducing better practices.
• Collaborate with client teams to build project plans, deliver on service goals, and prepare renewals, RFPs, vendor negotiations, and client‑ready presentations.
• Oversee workflow and delegation, including mentoring Benefit Analysts, reviewing analytic and administrative work, and ensuring accuracy across deliverables such as Forms 5500 and carrier reporting.
• Stay ahead of industry trends, legislative changes, and emerging technology while maintaining accurate client data, facilitating client meetings, and championing the firm’s value‑added resources.

What This Job Offers

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