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Risk Strategies Company

Employee Benefits Account Manager

Risk Strategies Company

Mid-Market Account Manager responsible for managing a personal book of health benefits business. Developing long-term relationships and delivering client service with Florida market expertise.

Posted 5/20/2026full-timeFort Lauderdale • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & 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

Requirements

What you’ll need
  • BA/BS preferred
  • Active FL Life & Health License
  • 2 - 5+ years of health & welfare experience
  • 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
  • Strong understanding of Florida market and carriers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
benefits administrationproject managementdata analysisclient presentationsRFP preparationvendor negotiationaccount transaction processingForms 5500monthly carrier reporting
Soft Skills
client serviceprocess improvementworkflow managementcoachingpeer reviewindependent workanticipation of needsteam collaboration
Certifications
BA/BSFL Life & Health License