Account Manager

2 weeks ago


Tampa, United States Risk Strategies Full time

Coordinating, collecting, and implementing group benefits with carriers and responsible for group benefit meetings. Building relationships between brokers, carriers, vendors and HR directors. Resolving client inquiries. Consulting employers' HR departments on insurance needs that could impact their benefits goals. Interacting with all departments within eBen and orchestrateHR.

Primary Responsibilities & Duties:

  • Assist agents, as well as clients with gathering data for quotes for new groups and renewals
  • Prepare spreadsheets with carrier options
  • Use India teams to collect data when needed
  • Resolve the day-to-day service issues, including eligibility, billing, and claim issues with internal departments, clients, carriers, and Vendors.
  • Prepare Benefit Booklets for clients
  • Conduct enrollment meetings
Requirements & Qualifications:
  • Bachelor's Degree preferred or equivalent work experience in a related field of at least two years
  • Resident Life & Health License
  • Presentation and communication skills
  • Knowledge of Microsoft Office products


Risk Strategies is the 9th largest privately held US brokerage firm offering 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. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.
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