Account Director - Total Rewards

The Richards Group - Financial, Insurance & HR Solutions
Summary
Join The Richards Group as a trusted advisor to a dedicated book of clients, focusing on retention, strategic planning, and exceptional service delivery. Lead benefit strategy, financial analysis, plan design, renewals, benchmarking, and compliance oversight, ensuring each client has tailored solutions. Collaborate with account management teams to develop and execute renewal strategies, distribute RFPs, manage open enrollment, and conduct post-renewal analysis. Share industry trends and the value proposition with clients, cultivate strong relationships with carriers and vendors, and identify cross-selling opportunities. This role offers autonomy and collaboration, with support from a skilled team. The Richards Group offers a culture built on trust and respect, professional growth opportunities, and comprehensive benefits to support your health, financial security, and work-life balance.
Requirements
- Hold a bachelor’s degree and at least five years of experience in servicing and/or selling group benefits
- Possess strong communication skills to explain complex benefit information with clarity and confidence while guiding clients through benefit strategy, plan design, renewals, and service delivery
- Maintain a valid health, life, and disability license in the state(s) where we do business and be comfortable traveling to meet with clients and vendors
- Thrive on developing and executing renewal strategies, collaborating with account management teams, and staying current on industry trends and compliance requirements
- Excel in team environments, be highly proficient in Microsoft Office and virtual meeting platforms, and bring exceptional organizational and analytical skills to every project
Responsibilities
- Be a trusted advisor to a dedicated book of clients, focusing on retention, strategic planning, and exceptional service delivery
- Lead benefit strategy, financial analysis, plan design, renewals, benchmarking, and compliance oversight, ensuring each client has solutions tailored to their needs
- Collaborate closely with account management teams to develop and execute renewal strategies, distribute RFPs, manage open enrollment, and conduct post-renewal analysis
- Share the latest industry trends and our value proposition with clients, cultivate strong relationships with carriers and vendors, and identify cross-selling opportunities to grow your book
Benefits
- Remote and Hybrid Flexibility: We’ve embraced workplace flexibility and have positions that are work from home, at an office, or a hybrid of both
- Benefits and Wellbeing: TRG takes a wholistic approach through benefits, compensation, education, programming and support services that encompass and invest in our colleagues’ social, financial, physical, and emotional well-being
- Professional and Personal Development: TRG understands the importance of all of growing both professionally and personally and will make sure you’re getting the experience, education, and licenses necessary to ensure you develop and grow
- Furry Friend Pet Insurance: Let’s be honest - for many of us, pets are part of the family. TRG offers pet insurance so you can worry less about unexpected veterinary bills