The Small Group 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 Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The 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 Manager(s) on their clients. The 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.
Primary Responsibilities and Duties
Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntaryManage a personal book of business of approximately 50 – 60 clients with a focus on groups with less than 50 livesSupport Team Leader and/or Account Manager(s), as assignedProactively provide client service in response to day-to-day service issues and questions; escalate, as necessaryActively seek improvements to client service and efficiencies within teams by identifying improved processesWorks with the client team to develop project plans and deliver on service goalsSets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions Prepare, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentationsDelegate administrative and analytic tasks, as necessitated, to team Benefit Coordinator; provide coaching and peer review, e.g., policy review, carrier reportingKeeps 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 resourcesAccountability for updating client information within appropriate software (e.g., BenefitPoint, AMS, etc) in a timely mannerProvide peer review for others on teamRequirements and Qualifications
BA/BS preferred2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skillsClient-facing experience in the employee benefit industry a plusKnowledge of benefits administration, HealthCare Reform, industry trends, carrier products and servicesStrong Microsoft Excel, Word and PowerPoint skillsLife, Accident and Health Insurance License requiredGBA or CEBS Certification a plusAt Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800.00 - $70,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
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.