Employee Benefits Account Manager

The role

The Account Manager manages day-to-day service activities for an assigned book of business. This client-facing role supports client retention, satisfaction, and growth through relationship management and service delivery.

What you will do

• Manage client life-cycle deliverables to ensure successful retention of a Book of Business.
• Execute day-to-day service deliverables for all lines of coverage and products.
• Support the Team Lead in developing multi-year strategic plans and annual service delivery calendars.
• Prepare deliverables and manage client expectations.
• Communicate and present findings, analysis, and recommendations in meetings, calls, and emails.
• Prepare standard and ad-hoc reports and client related projects.
• Develop, cultivate, and maintain strong client and vendor relationships.
• Review employee education and communication materials during Open Enrollment.
• Research, respond to, and resolve client inquiries and service-related issues.
• Maintain internal systems and client files in accordance with data standards.

Required qualifications

• 3+ years of prior practical account management experience with a health and welfare carrier or broker is required
• 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 Suite
• 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.