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:

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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