Account Manager Sr (EB)

Job Summary

Our Employee Benefits Practice within PEPG is seeking a collaborative, driven, and resilient Senior Account Manager for our team.  The Senior Account Manager will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast-paced environment.   

Primary Responsibilities and Duties:

• Proactively manage a full book of business while providing M&A/Due Diligence support
• Building and maintaining constructive relationships with clients by exceeding expectations and service delivery
• Maintaining clear communication with internal colleagues, clients, and insurance carriers/vendors
• Develop marketing strategies to obtain competitive pricing, funding, and plan design opportunities
• Marketing coverage (RFP process) and requesting health and welfare plan renewals
• Attending open enrollment meetings and providing assistance with processing enrollment/changes forms and documents
• Proactively drive discussions around plan performance and design for our private equity clients and related portfolio companies
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
• Proactively anticipate client needs and bring forward strategies to address their challenges
• Understand and utilize Risk Strategies resources and tools to maximize efficiency
• Provide strategic guidance and creative solutions around portfolio wide and/or client-specific objectives
• Preparing annual Open Enrollment communications for each client’s employee population
• Nurturing professional relationships through the facilitation of client meetings and consistent client contact

Requirements and Qualifications:

• Bachelors’ Degree or employee benefits insurance experience
• Minimum 10 + years’ experience within the employee benefits industry
• M&A/Due Diligence experience preferred, but not required
• Valid State Life, Accident and Health brokers’ license /or obtain within 60 days
• Excellent verbal and written communication skills
• Knowledge of marketing concepts and negotiation of insurance coverage(s)
• Expertise in computer applications, esp. Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Ability to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
• Exceptional organization and time-management skills
• Ability to multitask and work with minimal direction
• Ability to thrive in an ever-changing high-pressure environment/organization
• Knowledge of financial underwriting, self-insurance (Medical/Rx), and alternative funding programs (captives, RBP, etc.) programs
• Experience in growing new revenue with current clients as well as contributing to new client acquisition where applicable

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.