Account Executive jobs at Near North National Group, Inc. - 20 jobs

Our Parent Company in Denver, CO is growing and looking to add experienced professionals to our Commercial team! This is a hybrid opportunity (3 days/week in our Denver, CO office) to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact. We are seeking Account Executives at various experience levels, offering the opportunity to grow responsibility and impact based on individual skill set and expertise. For the right individuals, our career opportunities provide the chance to influence client success, build long-term partnerships, and make a meaningful contribution to business growth while taking increasing ownership of a client portfolio over time. Our Commercial Lines Team serves as a trusted advisor to clients, delivering strategic insurance solutions and proactive service support. This role partners closely with Producers and internal teams to manage client relationships, drive retention, support revenue growth, and ensure a seamless renewal experience. Your Impact: Partner with Producers to manage assigned client relationships, including client meetings, cross-selling efforts, and renewal strategy Act as the primary client contact, providing proactive communication at least quarterly and building relationships with key decision-makers Collaborate with Account Assistants to address service needs and resolve carrier or client issues Lead the renewal process by coordinating marketing strategy, gathering underwriting materials, and managing timelines 90-120 days prior to renewal Prepare and deliver renewal and new business proposals at least 21 days before renewal, including client presentations Work with Marketing to identify appropriate markets and secure competitive coverage and pricing Complete annual Insurance Coverage Reviews (ICRs) for accounts with $25,000+ in revenue Develop and manage client service plans, including stewardship reporting and risk assessments where applicable Ensure delivery of all client lifecycle deliverables while consistently meeting or exceeding service expectations Successful Candidates Will Have: Active Insurance Broker license in applicable line of business Minimum of 5 years of experience in a similar commercial insurance role Strong written, verbal, and client-facing communication skills Proficiency in MS Office and agency management systems (AMS360, AMFRS) Highly organized with the ability to manage multiple priorities effectively Associate's or Bachelor's degree in a business-related discipline (preferred) 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 5,300 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: $60,000.00 - $100,000.00 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The primary role of the Senior Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business development and retention for the house book of business. The SAE is responsible for a more complex book of business, based on industry specialty, account revenue size and/or coverage complexity, such as loss sensitive programs, large deductibles, captives or shared and layered programs. Responsible for placement strategy they will be implementing the "Fewer & Stronger" market consolidation initiative as they make decisions on behalf of the client for which markets to approach and place coverage. The ability to negotiate the best terms and conditions for the client is imperative. The SAE must be active in client specific direction to the assigned team to ensure we meet the needed outcome for the client, for RSC E&O mitigation and sustainability of the service model. Your Impact: Client management: Responsible for overall Service, Placement and Business Development management on an assigned book of business Accountable for business development and retention for any assigned book of house accounts Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client Debrief of proposal presentation sent to the client Create binding instruction recap to team Drafting stewardship reports in a timely fashion as agreed upon by the client Provide oversight and direction for Loss control services and claims management Day to Day Client Service: Review of client contracts as necessary Review and communicate with carrier on any Material change to the coverage program Understanding and communication of the client's service expectations Escalation point person for the client or any RSC teams in the event of issues New Business Cross selling and account rounding on assigned book of house business Assist Producers on prospective opportunities Participation in written and oral RFP presentations Successful Candidates Will Have: 7+ Years of experience in a Property & Casualty brokerage environment Deep technical knowledge of Property & Casualty business Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs Hold Insurance licenses as required by the Company 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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.

This is a hybrid opportunity and this role requires onsite in-office presence approximately 2 to 3 days per week at our New York, NY office location or any other Risk Strategies office nationwide. The primary role of the Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business development and retention for the house book of business. The AE is responsible for a more complex book of business, based on industry specialty, account revenue size and/or coverage complexity, such as loss sensitive programs, large deductibles, captives or shared and layered programs. Responsible for placement strategy they will be implementing the "Fewer & Stronger" market consolidation initiative as they make decisions on behalf of the client for which markets to approach and place coverage. The ability to negotiate the best terms and conditions for the client is imperative. The AE must be active in client specific direction to the assigned team to ensure we meet the needed outcome for the client, for RSC E&O mitigation and sustainability of the service model. Your Impact Responsible for overall Service, Placement and Business Development management on an assigned book of business Accountable for business development and retention for any assigned book of house accounts Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client Debrief of proposal presentation sent to the client Create binding instruction recap to team Drafting stewardship reports in a timely fashion as agreed upon by the client Provide oversight and direction for Loss control services and claims management Cross selling and account rounding on assigned book of house business Successful Candidate Will Have 7+ Years of experience in a Property & Casualty brokerage environment Deep technical knowledge of Property & Casualty business Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs Hold P&C Insurance license as required by the Company At 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, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $64,800 - $120,300 annually. 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 the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 64800 - 120300 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Mid-Market Senior Account Manager is responsible for supporting 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: 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 - $750,000+ 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 Works with the client team to develop project plans and deliver on service goals Sets 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 Keeps 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 Accountability 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 5,300 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: $64,800.00 - $95,000.00 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Your Impact 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. Successful Candidates Will Have 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 Works with the client team to develop project plans and deliver on service goals Sets 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 Requirements and Qualifications Life, Accident and Health Insurance License required 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 Physical Demands and Work Environment While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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.

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. This individual 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 SAM 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: 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 Works with the client team to develop project plans and deliver on service goals Sets 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 Keeps 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.) Successful Candidates will Have: BA/BS preferred Life, Accident and Health Insurance License required 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 Strong Microsoft Excel and PowerPoint skills GBA or CEBS Certification a plus Physical Demands and Work Environment While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel Risk Strategies is the 9th largest privately held US 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, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and 5,000 employees across the US and Canada. Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to 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: 84,200 - 90,000 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Due to the growth of our Private Equity Practice we are seeking an Employee Benefits expert to fulfill the needs of growing business needs. The ideal candidate will have an expressed interest in learning the Private Equity Business as a proactive problem solver with strong interpersonal skills to support our clients. The Senior Account Executive 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 Preparing annual Open Enrollment communications for each client's employee population Requirements and Qualifications: 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 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 the 9th largest privately held US 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 100 offices and 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 147,700 - 175,000 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The 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 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 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 of approximately $1,000,000+ 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 Understand and utilize Risk Strategies resources and tools to maximize efficiency 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 client 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 Candidates Will Have: BA/BS preferred 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills Client-facing experience in the employee benefit industry Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Life, Accident and Health Insurance License required Physical Demands and Work Environment While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel 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.

The 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 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 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: Be 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 book of business of approximately $1,000,000+ 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 Understand and utilize Risk Strategies resources and tools to maximize efficiency Project manage a 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 client Oversee open enrollment process for clients Ensure client is fully compliant with all regulations to which they are subject Be accountable 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 Candidates Will Have: BA/BS preferred 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills Client-facing experience in the employee benefit industry Experience with self-funding Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management Diligent follow up skills Ability to express ideas clearly in both written and oral communications Detail-oriented Advanced critical thinking skills 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 5,300 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. 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.

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact: Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals. Obtain loss run or policy documentation directly from a carrier website as needed. Day to Day Client Service: Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE. Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking. Submitting and managing changes to the carrier per the client's request. Update the system of record to properly reflect conversations, communications and policy documentation. Processing of monthly, quarterly or annually audits and monthly reports as received. Handling contract reviews that are not complex in nature. Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims. Client Accounting Responsibilities: Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing. Responsible for request for invoice on an agency bill policy within the corporate guidelines. Successful Candidates Will Have: 2+ Years of experience in a Property & Casualty brokerage environment. Knowledge of Property & Casualty business. Ability to follow process and procedures guidance. Analytical and problem-solving abilities. Ability to display tact and poise under pressure when working through issues. Good communication, interpersonal, and negotiation skills. Ability to work efficiently in teams. Hold Insurance licenses as required by the Company. Risk Strategies is the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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.

The primary role of the Associate Account Manager is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments involving some client interaction. The AAM will work directly with the Client Service team, taking direction primarily from the Senior Account Manager or Account Manager. **This role will be remote until an office location (Athens area) is established, then the position will be a hybrid schedule of up to three days per week** Your Impact: Issuance of renewal of mid-term Certificates or Auto ID cards Policy, Endorsement and Audit checking and processing Generate requests for invoices on policies, endorsements, or audits and ordering loss runs Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis Update the system of record to properly reflect conversations, communications, and policy documentation Perform the first review for Quote checking Participate in New Business activity as requested and actively support retention goals Follow procedures for maintaining documentation to mitigate E&O Successful Candidates Will Have: Proven organizational skills Ability to follow process and procedures guidance Analytical and problem-solving abilities Ability to display tact and poise under pressure when working through issues Good communication Ability to work efficiently in teams Hold, or willing to obtain, Insurance licenses as required by the Company 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 5,300 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. 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.

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled Senior 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires a deep understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to plan sponsor's requests on a variety of issues, including plan amendments. Understand the product, systems, and applicable IRS and DOL regulations. Assist with compliance testing. Successful Candidate Will Have 5+ years of experience working with or servicing 401(k)s & Retirement plans 4-year Bachelor's Degree Strong attention to detail At 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, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $64,800 - $120,000 annually. 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 the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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.

The Account Manager is responsible for managing client relationships and ensuring customer satisfaction. This role involves developing account strategies, identifying client needs, and collaborating with internal teams to deliver effective solutions. The Account Manager acts as a liaison between clients and the company, ensuring the successful execution of services and driving client retention. Your Impact Build and maintain strong relationships with clients, understanding their business objectives. Develop and implement account plans to meet client needs and achieve revenue targets. Identify opportunities for upselling and cross-selling products and services. Collaborate with internal teams to ensure timely delivery of services and resolve client issues. Monitor account performance and provide regular updates and reports to clients. Successful Candidate Will Have P&C License Bachelor's degree in Business, Marketing, or a related field. 2-4 years of experience in account management or client services. Strong communication and interpersonal skills. Excellent problem-solving and organizational abilities. Ability to work independently and as part of a team. At 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, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 -$90,000 annually. 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 the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 51800 - 90000 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact Client Servicing: responsible for assigned book of business of the Fine Art Practice's small-mid clients as well as back-up account manager duties for more senior members of the team as assigned and as outlined in Fine Art Account Manager Service Standards- renewal strategy and execution, endorsements, invoicing, preparing schedules of insurance, certificates of insurance, reviewing contracts, and developing loss management & prevention assessments. Remarket existing accounts as client requests or market environment warrants Provide support / assistance to Team Leaders and Producers on new and existing business as directed, including executing coverage analysis for prospective clients, engaging other departments and associates where applicable; notify clients of coverage gaps or duplications; provide clients with quotation for additional coverages. Cross-Sell other lines of coverage to promote organic growth and round-out needs of clients; coordinate with associates in other departments as necessary to drive growth Liaise with Claims Department, providing assistance with difficult claims with respect to industry practice, policy language, recommendations of adjuster, appraisers, etc. Maintain positive relationships with markets; advise Team Leaders of changes/problems with markets; stay abreast of market changes with respect to pricing, risk appetites, available capacity, position on catastrophic coverages Actively network at trade / industry functions as directed / requested Document all client and carrier communications in agency management system Successful Candidate Will Have 2+ Years of experience in a Fine Art brokerage environment. Knowledge of Property & Casualty business. Ability to follow process and procedures guidance. Analytical and problem-solving abilities. Ability to display tact and poise under pressure when working through issues. Good communication, interpersonal, and negotiation skills. Ability to work efficiently in teams. Hold, or willing to obtain, Insurance licenses as required by the Company. At 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, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 - $85,000 annually. 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 the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 51800 - 85000 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our P&C team! This is an opportunity to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. WHAT YOU'LL DO: · Designs, markets, and implements the most complex insurance programs. · Conducts strategic planning meetings with clients to discuss and recommend risk management programs. · Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. · Delegates to others and responsible for providing leadership and management to ensure all tasks are performed in a satisfactory manner by all involved. · Provides leadership to others on team and at company. Responsible for managing the work of others. Provide performance related feedback to others and assist them with their professional development. · Develops knowledge of a client's business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc. Identifies the client's exposure to loss and the means to address them; predominately through insurance risk transfer. Identifies tolerance to risk retention and service needs and protocols. · Collaborates in the development of a marketing plan to include creation of insurance specifications, time lines and complete market selections. · Negotiates with underwriters on behalf of our clients to develop the best program. · Creates insurance proposal to compare competitive insurance program options and recommend the best program for our clients. · Links risk identification, risk funding and service techniques to develop alternative program design strategies. · Monitors the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc., for accuracy and timeliness. · Accurately completes the Renewal Information Request. · Develops and maintains relationships with underwriters and other service providers. Keeps abreast of changing market conditions and innovations. · Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews. · Promptly and accurately responds to client requests. If responsibilities are delegated, follows through to ensure client received timely response. · Participates in identifying new business opportunities. · Attends Continuing Education classes. WHAT YOU'LL NEED: · Bachelor's Degree in Business or equivalent work experience · 8+ years related P&C experience · Licensed as a Producer of Property & Casualty in the state of WI · Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each. · Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors. · Strong attention to detail. · Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service. · Demonstrates a sense of urgency. · Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality. · Develops and maintains a working knowledge of systems. · Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs. · This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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.

The Mid-Market 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 Executive(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. 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 personal book of business of approximately $500,000+ 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 Works with the client team to develop project plans and deliver on service goals Sets 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. Keeps 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 Accountability 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 2 - 5+ years of health & welfare experience, meets 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 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. At 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 $ 51,800-75,000. 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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

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.

An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates and potential service concerns. Your Impact Oversees the day-to-day PreTax administration for Employers and Partners Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements Utilize CRM tool to document and review all client activity Assist clients with billing questions, payments, and invoices Resolve Employer and Partner Escalations. Partnering with internal team as needed Provide necessary Reporting for Employer Groups Proactively identifies potential issues and provides resolution when needed Complete annual renewal process for assigned employer groups Act as liaison between client and IT technical and operational teams Communicate with internal teams about changes in Employer Group plans to ensure group loyalty Successful Candidate Will Have Experience with PreTax administration is required Demonstrated excellent customer service skills Excellent verbal and written communication skills Positive, professional attitude and phone etiquette Attention to detail and ability to act as liaison between other teams in order to produce final resolution Excellent analytical and organizational skills At 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, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $64,800 - $75,000 annually. 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 the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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.

Your Impact Oversees the day-to-day FMLA administration for Employers and Partners Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements Utilize CRM tool to document and review all client activity Assist clients with billing questions, payments, and invoices Resolve Employer and Partner Escalations. Partnering with internal teams Provide necessary Reporting for Employer Groups Proactively identifies potential issues and provides resolution when needed Complete annual renewal process for assigned employer groups Act as liaison between client and IT technical and operational teams Communicate with internal teams about changes in Employer Group plans to ensure group loyalty Develop long term relationships with assigned clients to assist in increasing client satisfaction and ultimately increase client retention Work with appropriate stakeholders on assigned clients to understand their business needs Successful Candidate Will Have 3 years minimum experience with FMLA administration Familiarity with Employer Group's Plan designs Familiarity with Employer Groups File Schedules At 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, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $64,800 - $65,000 annually. 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 the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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.