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 supportBuilding and maintaining constructive relationships with clients by exceeding expectations and service deliveryMaintaining clear communication with internal colleagues, clients, and insurance carriers/vendorsDevelop marketing strategies to obtain competitive pricing, funding, and plan design opportunitiesMarketing coverage (RFP process) and requesting health and welfare plan renewalsAttending open enrollment meetings and providing assistance with processing enrollment/changes forms and documentsProactively drive discussions around plan performance and design for our private equity clients and related portfolio companiesKeep clients apprised of appropriate industry trends and events, including all state and federal regulatory issuesProactively anticipate client needs and bring forward strategies to address their challengesUnderstand and utilize Risk Strategies resources and tools to maximize efficiencyProvide strategic guidance and creative solutions around portfolio wide and/or client-specific objectivesPreparing annual Open Enrollment communications for each client’s employee populationNurturing professional relationships through the facilitation of client meetings and consistent client contact

Requirements and Qualifications:

Bachelors’ Degree or employee benefits insurance experienceMinimum 10 + years’ experience within the employee benefits industryM&A/Due Diligence experience preferred, but not requiredValid State Life, Accident and Health brokers’ license /or obtain within 60 daysExcellent verbal and written communication skillsKnowledge 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 skillsAbility to multitask and work with minimal directionAbility to thrive in an ever-changing high-pressure environment/organizationKnowledge of financial underwriting, self-insurance (Medical/Rx), and alternative funding programs (captives, RBP, etc.) programsExperience 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.