Senior Account Executive

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Senior Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate.

The Senior Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development.

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

• 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 book of business between $1,000,000 and $1,500,000+
• Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
• 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
• Project manage book of business including planning, delegating, and meeting deliverable timing
• Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers
• Manage request for proposals and renewals - negotiate with carriers and make recommendations to clients
• Oversee open enrollment process for clients
• Ensure client is fully compliant with all regulations to which they are subject
• Accountability for all work product provided to client across the AE’s book of business, including ensuring client updates are made within appropriate software (e.g., BenefitPoint, AMS, etc.)
• Review work, provide feedback and mentor junior team members

Successful Candidate Will Have

• BA/BS (preferred)
• 7+ years of health & welfare experience, consistently exceeds core practice competency-based skills
• Client facing experience in the employee benefit industry
• Advanced technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Strong Microsoft Excel, Word 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 5,400 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 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:

$109,400 - $140,000 Annual

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: www.risk-strategies.com/careers.

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