Employee Benefits Account Specialist

The role

The Account Specialist supports Sales, Account Management, and Underwriting teams. This role involves client service, account management, and benefits consulting.

What you will do

• Maintain client files and internal systems.
• Support pre-renewal, renewal, post-renewal, and wellness activities.
• Coordinate data gathering for reporting efforts.
• Assist Account Management and Underwriting teams with client life-cycle tasks.
• Gather data by reaching out to carriers and clients.
• Prepare, analyze, and deliver materials such as exhibits, reports, and presentations.
• Complete assigned implementation tasks for client projects.
• Coordinate regulatory tasks including 5500s, ACA, and other notices.
• Prepare standard and ad-hoc reports.
• Track receipt of deliverables and update the Annual Action Plan.

Required qualifications

• Strong attention to detail, organization, and follow-through.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable working both independently and collaboratively.
• Eager to learn employee benefits, regulatory and compliance matters, including healthcare reform.
• Proficient in Microsoft Office Suite.
• Ability to build strong relationships with clients, carriers, and team members.
• State Specific Resident Life & Health License is required within six months from date of hire.

Nice to have

• Bachelor’s Degree preferred
• Basic understanding of insurance or healthcare is a plus

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.