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Senior Account Executive Team Lead-Group Benefits


This is a Full-time position in Dallas, TX posted February 25, 2021.

Risk Strategies, a privately-held National Insurance Brokerage and Risk Management Firm with over 2,200 employees and 110 offices throughout the US and Canada is seeking a collaborative and resilient Senior Account Executive for our team in Dallas. The Senior Account Executive is responsible for strategically managing client account relationships, which includes account servicing, coverage negotiation, producing successful renewals, implementing new lines of coverage and identifying new business opportunities. These responsibilities require the exercise of discretion with respect to significant client matters and are directly related to the general business operations of the company and the company’s customers.

Job Requirements:

You Will:

  • Manage client relationships and service client insurance needs
  • Manages and mentors team effectively, inspires collaboration and team performance
  • Demonstrates an advanced understanding of the various funding and distribution principles of stop loss, pharmacy benefit management, and life and disability programs
  • Ability to lead client meetings and provide strategic guidance and financial performance information in conjunction with or independently from the Producer
  • Initiate and follow-up with clients and carriers to resolve problems, provide coverage guidance and education, answer questions, and provide correspondence and reports as needed
  • Manage annual renewal process: prepare renewal presentation to include marketing analysis, strategic planning initiatives, contribution analysis, network analysis and benchmark study
  • Execute coverage analysis and notify client of coverage gaps and provide recommendations for additional coverages


Requirements and Qualifications:

  • 7-10 years’ Group Benefits insurance brokerage experience managing large cases (500+ lives) required.
  • Valid TX State Life, Accident and Health brokers’ license.
  • Proficiency in agency management systems and benefits applications, preferably with Benefit Point, HR360 and Zywave.
  • In-depth knowledge and experience managing of large case fully insured and self-funded with RBP plans.
  • Full working knowledge of ACA and other compliance regulations.