An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates and potential service concerns.
Your Impact
- Oversees the day-to-day PreTax administration for Employers and Partners
- Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements
- Utilize CRM tool to document and review all client activity
- Assist clients with billing questions, payments, and invoices
- Resolve Employer and Partner Escalations. Partnering with internal team as needed
- Provide necessary Reporting for Employer Groups
- Proactively identifies potential issues and provides resolution when needed
- Complete annual renewal process for assigned employer groups
- Act as liaison between client and IT technical and operational teams
- Communicate with internal teams about changes in Employer Group plans to ensure group loyalty
Successful Candidate Will Have
- Experience with PreTax administration is required
- Demonstrated excellent customer service skills
- Excellent verbal and written communication skills
- Positive, professional attitude and phone etiquette
- Attention to detail and ability to act as liaison between other teams in order to produce final resolution
- Excellent analytical and organizational skills
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 - $75,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
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 over 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 (2018-2022) 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: www.risk-strategies.com/careers.
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
Skills Required
- Experience with PreTax administration
- Demonstrated excellent customer service skills
- Excellent verbal and written communication skills
- Positive, professional attitude and phone etiquette
- Attention to detail and ability to act as liaison between teams
- Excellent analytical and organizational skills
Risk Strategies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Risk Strategies and has not been reviewed or approved by Risk Strategies.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental, and vision along with HSA and FSA options. Disability, life/AD&D, and wellness resources add to the sense of broad core protection.
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Wellbeing & Lifestyle Benefits — Lifestyle supports extend beyond core insurance to include EAP, legal services, identity-theft protection, voluntary supplemental plans, pet insurance, and transit benefits. Flexible work arrangements (in-office, hybrid, or remote depending on role) also contribute to perceived total-rewards value.
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Leave & Time Off Breadth — Time-off and leave offerings include paid time off, holidays, parental leave, and bereavement leave. PTO is often characterized as generous, though exact accrual and carryover details are not consistently specified publicly.
Risk Strategies Insights
What We Do
At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2025, we earned certification as a Great Place to Work for the second year in a row. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
