Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance services. The Mid-Market Account Manager is responsible for managing a book of business, developing client relationships, and ensuring quality standards while supporting the team in various client service tasks.
Responsibilities
- Manage a personal book of business of approximately $500,000+
- 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.)
- Provide peer review for others on team
Skills
- Strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans
- 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
- Ability to work independently and learning to anticipate client and team needs
- BA/BS preferred
- Client-facing experience in the employee benefit industry a plus
Benefits
- Medical
- Dental
- Vision
- Disability
- Life
- Retirement savings
Company Overview