What are the responsibilities and job description for the Employee Benefits Consultant position at Risk Strategies Company?
Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our Employee Benefits team! This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities.
The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities.
How You Will Contribute
- Develop and execute client benefit strategies; advise clients on all areas of compliance.
- Assist in preparing requests for proposals and renewals of benefit coverage.
- Provide client utilization and monthly financial reporting to team lead and clients with analysis of activity and large claim detail.
- Partner with team leader to lead client meetings and presentations, and onboard new clients.
- Provide guidance and training to Account Managers and Analyst, Delegate tasks, training, and onboarding to specialist as appropriate
- Work with team to develop reporting requirements and any deviations or customizations in those reports.
- Participate in market meetings, client functions, industry seminars and training programs as directed.
- Maintain intermediate knowledge of benchmarking, reporting & analytics, compliance, and regulations in the benefits arena.
- Perform miscellaneous duties and projects.
Licenses and Certifications:
- Active Life/Accident and Health Insurance Agent License
Skills & Experience to Be Successful
- Bachelor’s degree, preferred
- 1-3 years functioning in Employee Benefits Department at agency or company level, preferred
- Proficient in Microsoft Office Suite
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.
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.