Employee Benefits Account Manager

PLEASE NOTE: This is a HYBRID position that will require 1-3 days/week in one of our following California office locations: Irvine, Burlingame, Glendale, Santa Rosa, Sacramento.

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.

The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Your Impact:

• Act as a 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 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
• Keep 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
• Be accountable for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc)
• Provide peer review for others on team

Successful Candidates Will Have:

• 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
• Ability to work independently and learning to anticipate client and team needs
• Effective time management
• Diligent follow up skills
• Ability to express ideas clearly in both written and oral communications
• Critical thinking skills
• Detail-oriented
• Strong Microsoft Excel and PowerPoint skills
• Life, Accident and Health Insurance License required
• GBA or CEBS Certification a plus

Risk Strategies is the 9th largest privately held U.S. 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 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range:

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

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:

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.