Employee Benefits Senior Account Executive

The Senior Implementation Manager oversees the successful onboarding, deployment, and education of benefit programs for clients. This role requires strong project management and client management skills. Responsibilities include understanding client’s needs, managing implementation processes, deploying communication and education campaigns, assisting with set up of benefit administration platforms, and updating benefit guides/open enrollment materials. The Implementation Manager will champion best practices, identify opportunities for growth within existing accounts, and explore cross-selling opportunities across the full suite of Risk Strategies services.

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.

Responsibilities in this role will include:

Project Management:

• Champion best practices, drive client expansion, and ensure successful implementation of Employee Benefit Practice strategies.
• Collaborate with carrier partners, producer and account management team in the transition, onboarding, and integration of new clients.
• Collaborate with carrier partners, producer and account management team throughout the renewal and open enrollment process for education materials and onsite meetings.

Administration/Compliance:

• Assist account management team and client with carrier implementation paperwork.
• Review benefit administration system to ensure all benefits are accurately updated ahead of open enrollment.
• Create and complete enrollment spreadsheets using complex structures timely and accurately.
• Create and update employee facing education material using Powerpoint, Excel and Adobe PDF.
• Such as OE presentations, Benefit Guides, Rate sheets, Benefits at a glance, Postcards, etc.
• Update annual Section 125 compliance documents such as Wrap Docs, POP Plans, etc.
• Update agency management system (Benefit Point) with new plan or client information.

Client Management & Growth:

• Manage client expectations for open enrollment meetings (onsite or virtual) and collaborate with carrier partners / third party providers.
• Develop and maintain strong client relationships, ensuring high-quality service delivery and client satisfaction.
• Oversee account implementation for new clients and assist in transition to client support team.
• Support account management team for mid year reviews and special projects throughout the year.
• Support client onsite needs throughout the year such as  wellness events, carrier events, educational refreshers.
• Identify and cultivate growth opportunities through upselling, cross-selling, and new client prospecting.
• Support new business development, including proposal support and client presentations.
• Serve as a subject matter expert on Health & Welfare Benefits, including medical, dental, vision, life, disability, and voluntary offerings.
• Maintain in-depth knowledge of carrier products and services.

Qualified candidates will possess:

• Strong project management and organizational skills.
• Excellent communication and presentation skills, including the ability to articulate complex information clearly and concisely.
• Strong attention to detail and ability to manage multiple tasks.

• Experience working effectively in a matrixed organizational structure.
• 5+ years of progressive in employee benefits roles (e.g., account management, consulting, benefit education) with a strong emphasis on client-facing interactions.
• Proven ability to lead and manage complex projects, prioritize tasks, and meet deadlines effectively.
• Strong organizational, analytical, and problem-solving skills with meticulous attention to detail.
• Demonstrated ability to collaborate effectively across teams and build strong client relationships.
• Commitment to continuous professional development and staying abreast of industry trends.
• Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to travel to in person client meetings 2-5 times per week.
• Life, Accident & Health Insurance License required.
• GBA or CEBS certification a plus.
• Project Management certification a plus.
• Bi-lingual speaking 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 pra