Senior Employee Benefits Account Manager

The role

The Senior Employee Benefits Account Manager delivers service and strategic guidance to clients. This role works with Sales, Account Management, and Underwriting teams to execute account strategies for client retention and growth.

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 to develop 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

• 5+ years of prior practical account management experience with a health and welfare carrier or broker
• State Specific Resident Life & Health License
• Strong attention to detail and organizational skills
• Ability to analyze benefits data and model financial impacts
• Skilled in carrier negotiations and problem-solving
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word
• Strong project management and multitasking abilities
• Able to build relationships and communicate effectively with clients and stakeholders
• Works well independently and collaboratively in a fast-paced environment
• Understands client business objectives, industry trends, and cost drivers

Nice to have

• Bachelor’s Degree

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.