Employee Benefits Account Manager

The role

The Employee Benefits Account Manager supports the growth, retention, and servicing of employee benefits clients. This client-facing role involves relationship management, renewal strategies, and benefit program implementation.

What you will do

• Retain and grow an assigned book of business.
• Build and maintain relationships with clients, prospects, carrier partners, and internal stakeholders.
• Serve as a primary client contact for inquiries and day-to-day support.
• Support sales and business development through meetings, proposals, and onboarding.
• Coordinate and manage renewal activities and client recommendations.
• Assist clients with benefit plan changes, communications, and open enrollment.
• Educate clients regarding industry trends, legislative updates, and compliance.
• Develop and maintain service plans aligned with client objectives.
• Partner with carrier representatives and internal teams to address service or enrollment issues.
• Prepare stewardship reports, presentations, and renewal reviews.

Required qualifications

• Minimum of 5 years of employee benefits account management experience.
• Active California Life, Accident & Health Insurance License in good standing.
• Strong knowledge of employee benefits products, including medical, dental, vision, life, disability, and voluntary benefits.
• Strong understanding of employee benefits compliance requirements and group-size regulations including applicable state and federal laws.
• Experience supporting employee benefits sales, account management, renewals, and client service functions.
• Excellent relationship-building and customer service skills.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Ability to manage multiple priorities while maintaining attention to detail and meeting deadlines.
• Knowledge of employee benefits regulations and compliance requirements.

Nice to have

• Professional designation such as CEBS, RHU, REBC, GBA, or other industry-related certification
• Prior experience with Epic, Sales Force, Ease, Employee Navigator and Wood & Brown

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.