Sr. Account Manager, Employee Benefits

Risk Strategies • MI

121d

About The Position

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.

Requirements

• 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.

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 - $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.
• Work with the client team to develop project plans and deliver on service goals.
• Set priorities and manage 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.

Benefits

• 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.
• Access to all major insurance markets.
• Recognition as a Great Place to Work and Best Places to Work in Insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees