VP Employee Benefits Account Management Team Lead

The role

The Vice President/Team Lead manages and develops a team of Account Management Resources. This person is accountable for the retention and growth of an assigned Book of Business through strategic client relationships and service delivery.

What you will do

• Manage and professionally develop aligned AM Resources.
• Maintain a 94% renewal rate and other key performance metrics.
• Develop understanding of client needs and coordinate appropriate solutions.
• Provide management oversight to ensure the team executes the annual service delivery calendar.
• Address upsell opportunities and client concerns through C-Suite relationships.
• Stay up-to-date with industry trends and provide advice to the team and clients.
• Collaborate with team members and vendors to create solutions.
• Perform final peer reviews of materials to ensure accuracy.
• Supervise the onboarding process of new clients, products, and services.
• Reconcile client revenue monthly.

Required qualifications

• 10+ years of prior practical account management experience with a health and welfare carrier or broker.
• 2+ years of experience coaching, mentoring or leading projects.
• CA Resident Life & Health License is required.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Strong attention to detail, well organized, and responsive.
• Skilled in all aspects of FRP’s suite of services and available solutions.
• Skilled in insurance and healthcare-related products.
• Skilled in regulatory and compliance-related matters.
• Proven ability to develop a strategic plan and manage the client life-cycle.
• Ability to lead, develop, and manage a team.
• Ability to delegate, clarify, and set priorities.
• Ability to model complex financial implications from benefit programs.

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.