Regional Client Services Director, Employee Benefits

The Regional Client Services Director serves as the primary liaison between clients and internal teams, ensuring the successful delivery of products and services. This role requires strong leadership and client management skills. Responsibilities include leading and mentoring account management teams, managing complex projects, driving client satisfaction and revenue growth, and supporting new business development. The Director will champion best practices, identify opportunities for growth within existing accounts, and explore cross-selling opportunities across the full suite of Risk Strategies services.

The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Key responsibilities of this role include:

Strategic Leadership & Execution:

• Drive strategic initiatives and service excellence in the region, from ideation to successful implementation.
• Champion best practices, drive client expansion, and ensure successful implementation of Employee Benefit Practice strategies.
• Collaborate with leaders across the Employee Benefit Practice to achieve organizational goals.

Team Leadership & Development:

• Lead, mentor, and coach account management teams, ensuring their professional growth and development.
• Oversee recruitment, onboarding, and performance management of client services staff.
• Deliver and support training programs to enhance team skills and knowledge.

Client Management & Growth:

• Manage client escalations and complex issues effectively and efficiently.
• Develop and maintain strong client relationships, ensuring high-quality service delivery and client satisfaction.
• Oversee account management teams, ensuring consistent and high-quality client deliverables.
• Identify and cultivate growth opportunities through upselling, cross-selling, and new client prospecting.
• Support new business development, including proposal support and client presentations.
• Serve as a subject matter expert on Health & Welfare Benefits, including medical, dental, vision, life, disability, and voluntary offerings.
• Maintain in-depth knowledge of carrier products and services.

Client Service Excellence:

• Establish and monitor key performance indicators (KPIs) to measure regional efficiency and effectiveness.
• Identify and recommend process improvements to enhance client service operational efficiency.
• Ensure compliance with all relevant industry regulations and best practices.
• Help drive standardized client service processes and deliverables.

Qualified candidates will possess:

• Proven experience managing a team with revenue exceeding $20 million
• Demonstrated success in leading and developing large, high-performing teams.
• Experience working effectively in a matrixed organizational structure.
• 10+ years of progressive experience in senior employee benefits roles (e.g., account management, consulting) with a strong emphasis on client-facing interactions.
• In-depth technical expertise in self-funding, stop-loss, and alternative funding models (e.g., captives, direct contracting, reference-based pricing).
• Proven ability to lead and manage complex projects, prioritize tasks, and meet deadlines effectively.
• Strong organizational, analytical, and problem-solving skills with meticulous attention to detail.
• Excellent communication and presentation skills, including the ability to articulate complex information clearly and concisely.
• Demonstrated ability to collaborate effectively across teams and build strong client relationships.
• Commitment to continuous professional development and staying abreast of industry trends.
• Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint).
• Life, Accident & Health Insurance License required.
• 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 has over 200 offices and more than 5,800 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and 2024 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is 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.

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