Small Market Team Leader, Employee Benefits

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at one of our following office locations: Santa Rosa, CA, Irvine, CA, Roseville, CA, Glendale, CA, Burlingame, CA, Portland, OR

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. The Team Leader will assist producers with prospecting new clients, including proposal development. Qualified candidates will have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Your Impact:

• Oversight and management of team with total of 250 – 310 small group accounts (defined as U100 eligible EEs)
• Manage a personal book of business with 30 – 50 clients (focus on 50 – 100 eligible EEs)
• Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
• Understanding of practices – resources and capabilities - outside of employee benefits practice
• Drive adoption and utilization of consistent processes, services, products, and solutions for proper client management
• Top 10 Revenue Accounts: Detailed understanding of program, relationships at C-suite level, responsible for delivery of annual stewardship report
• Coordinate work of account service teams to ensure consistent and high quality client deliverables, solutions, and services
• 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
• Understand, articulate and implement RSC value-added resources
• 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:

• Current and active Life, Accident and Health insurance license required
• 7 or more years’ experience in a senior employee benefit account management or consultative role at an insurance agency or broker
• Must have experience with small markets and a deep understanding of compliance
• Ability to work collaboratively across the employee benefits practice both regionally and enterprise-wide
• Consistently exceeds core practice competency-based skills and mentors junior staff to develop theirs
• Strong organizational skills with the ability to handle multiple projects at one time and proven ability to prioritize competing requirements and deadlines
• Continuous professional development in all areas of employee benefits with the proven ability to remain current with respect to industry trends
• Commanding presentation and public speaking abilities
• Advanced critical thinking skills
• Detail-oriented
• Strong Microsoft Excel, Word and PowerPoint skills
• GBA or CEBS Certification a plus
• Project management 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 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, for eligible employees, 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 $64,800 - $102,000 bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.