As a company in one of the largest independent brokerages in the region, Ensurise, Risk Cooperative is committed to delivering superior insurance solutions.
Our vision is to be the first choice for the members of the DMV metropolitan community when deciding whom to seek for insurance needs. Our team delivers nothing less than world-class service to our clients in order to gain their respect and trust. Exceeding office/Risk Cooperative-Insurance goals and client expectations is how we measure our team's success.
Our mission is to help our clients manage the risks of everyday life, recover from the unexpected, and realize their dreams by delivering expertise and world-class service with a focus on meeting needs and exceeding expectations.
Compensation & Benefits
The salary range for this position is $65-85K annually + bonus potential.
As an Ensurise Company, in addition to cash compensation we provide health, dental, vision and disability insurance, paid time off, holiday pay, flexible schedule, and 401(k) matching, professional growth and career progression opportunities, respectful culture and work/family life balance, supportive teammates and a rewarding work environment.
About You- Bachelor’s degree or higher preferred.
- Minimum 3+ years of Employee Benefits insurance experience, including group medical.
- Minimum 3+ years of client-facing account management experience; prior leadership or mentoring experience strongly preferred.
- Active Life & Health insurance license required.
- Strong working knowledge of Employee Navigator, Applied EPIC or similar AMS, and Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Strong analytical, organizational, and problem-solving skills.
- Excellent verbal and written communication skills.
- High attention to detail and ability to manage multiple priorities.
- Thrive in a collaborative, entrepreneurial, fast-paced environment.
- Legally authorized to work in the United States.
Risk Cooperative, a division of Ensurise, is seeking a highly experienced, collaborative, and strategic Employee Benefits professional to serve in a senior client-facing role with leadership responsibilities. This position bridges day-to-day account management and operational execution with practice leadership, growth initiatives, and team collaboration.
This is a working Account Manager role in which the individual manages a significant book of Employee Benefits business maintains direct ownership of and responsibility for servicing an assigned book of business, providing hands-on client management, strategic guidance, and execution of day-to-day service and renewal activities. This is a visible role externally and is ideal for a seasoned benefits professional looking to expand impact without full practice ownership.
Duties and Responsibilities
Client Management & Service Delivery
- Manage and retain a designated book of Employee Benefits business with a high degree of autonomy and accountability.
- Lead client service, renewal, and marketing processes for assigned accounts, including renewals and open enrollments.
- Serve as a senior point of contact for complex client issues, policy interpretation, escalations, and carrier negotiations.
- Act as liaison between clients and carriers to resolve billing, service, and claims-related matters.
- Analyze and recommend benefit plan designs aligned with client objectives and market conditions.
- Ensure all client interactions, transactions, and documentation are accurately recorded in agency management systems.
- Maintain high service standards and client satisfaction, meeting or exceeding retention goals.
Growth, Strategy & Practice Support
- Lead account rounding and cross-selling initiatives across Employee Benefits and other Risk Cooperative service lines.
- Support new business development efforts through referrals, networking, and collaboration with producers and leadership.
- Assist with proposal development and renewal marketing strategy in coordination with operations.
- Contribute to practice strategy, service enhancements, and program development across group medical, ancillary, and specialty benefits.
- Stay current on legislative, compliance, tax, and market trends impacting Employee Benefits and proactively advise clients and internal teams.
Leadership & Collaboration
- Support implementation of best practices, service standards, and process improvements within the EB practice.
- Participate in internal meetings, training, and knowledge sharing across the firm.
- Represent the firm professionally with clients, carriers, and partners.
Physical Requirements and Work Environment
This position works in a normal office environment with controlled temperature and artificial lighting conditions. Long periods of sitting. Long periods of screen use. Ability to communicate in person and over devices. Ability to work in-person with team. Must be able to perform complex tasks requiring independent knowledge and its application to non-routine situations. Must be able to manage high-emotion situations.
Skills Required
- Bachelor's degree or higher
- Minimum 3 years of Employee Benefits insurance experience, including group medical
- Minimum 3 years of client-facing account management experience
- Prior leadership or mentoring experience
- Active Life and Health insurance license
- Working knowledge of Employee Navigator, Applied EPIC, or similar agency management system
- Working knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint
- Strong analytical, organizational, and problem-solving skills
- Excellent verbal and written communication skills
- High attention to detail and ability to manage multiple priorities
- Legally authorized to work in the United States
What We Do
Ensurise was formed to ensure the development of our agency partners and their clients by supporting the delivery of superior insurance solutions throughout the Mid-Atlantic region. Ensurise brings a new perspective to traditional insurance agency perpetuation and growth.
