Employee Benefits Account Manager

The role

The Account Manager delivers day-to-day service-related activities to support Sales, Account Management, and Underwriting. This role manages client life-cycle deliverables to support the retention and growth of assigned client accounts.

What you will do

• Manage client life-cycle deliverables to ensure successful retention of a Book of Business.
• Work on client related deliverables of increasing complexity with guidance.
• Maintain up-to-date client files and internal systems.
• Execute day-to-day service deliverables for all lines of coverage and products.
• Support the Team Lead to develop multi-year strategic plans and annual service delivery calendars.
• Prepare deliverables to manage client expectations and ensure timely delivery.
• Communicate and present findings, analysis, and recommendations in meetings, calls, and emails.
• Prepare standard and ad-hoc reports and other client related projects.
• Develop, cultivate, and maintain strong client and vendor relationships.
• Review employee education and communication materials during Open Enrollment.

Required qualifications

• 1–3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role
• State Specific Resident Life & Health License is required
• Strong attention to detail, well organized and responsive
• Ability to model financial implications from benefit programs
• Comfortable in negotiating with insurance carriers
• Ability to identify problems and create effective solutions
• Proficient in Microsoft Office (Excel, PowerPoint, Word)
• Ability to quickly learn new skills
• Works collaboratively with a team as well as independently
• Ability to establish relationships with internal and external stakeholders
• Strong oral and written communication skills
• Ability to multi-task and demonstrate composure/resilience under pressure

Nice to have

• Bachelor’s Degree preferred

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.