Team Lead, Account Management (EB)

We are seeking a Team Lead for our New England Employee Benefits team. The Team Leader serves as the link between both internal and external customers to ensure the proper delivery of products and services. The Team Leader will provide guidance for client teams to ensure client satisfaction of Risk Strategies deliverables and services through adoption of RSC best practices, coordination of services, and mentoring. The Team Leader will manage account management teams as well as provide direction on complex projects, vendor negotiations, and client issues. The Team Leader is considered a senior resource for clients and will has direct supervision of team members, review work for accuracy and manage capacity across the team to ensure client deliverables are timely and accurate. The Team Leader is responsible for revenue growth - client expansion - across the team's book of business and identifying white space for team clients as well as potential cross-sell opportunities across the Risk Strategies portfolio of services. Your Impact: Oversight and management of team with total revenue $3.5M - $5.25M+ Manage a personal book of business between $500,000 and $750,000+ Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary Drive adoption and utilization of consistent processes, services, products, and solutions for proper client management Participate in the development and implementation of best practices and lead by example in demonstrating and sharing the importance of managing, developing and peer reviewing client deliverables Review all client facing deliverables and act as a team leader and mentor to develop all levels of the client team Develop and maintain ongoing relationships with account management teams and clients to ensure teams execute on plans and deliverables Understand available carrier products and services in the marketplace and ensure team and client awareness Partner with regional leadership and other Team Leaders to deliver and achieve broader Employee Benefit practice goals Assess the performance of team members and provide ongoing coaching and feedback for continued improvement Support the generation of new business by participating in prospecting opportunities with new clients as part of a broader team via value proposition creation, RFP/proposal support, participating in finalist presentation, etc. Successful Candidates Will Have: BA/BS preferred 10 or more years' experience in senior employee benefit account management or consultative role with increasing responsibility Strong technical knowledge relative to self-funding and stop-loss; strong working knowledge of alternative approaches such as captives, direct contracting, reference-based pricing, etc. Consistently exceeds core practice competency-based skills and mentors junior staff to develop theirs Commanding presentation and public speaking abilities Strong Microsoft Excel, Word and PowerPoint skills Life, Accident and Health Insurance License required GBA or CEBS Certification a plus Project management certification a plus 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 nearly 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 () 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: /careers.

Created: 2024-11-05