Corporate Synergies · 5 months ago
Employee Benefits Account Specialist
Columbia, MD
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $65K/yrCorporate Synergies, part of Foundation Risk Partners, is seeking an Account Specialist to join their team in the DC Metro Region. This entry-level role focuses on developing industry knowledge and skills to support Sales, Account Management, and Underwriting with various client accounts.
ConsultingFinancial ServicesInsurance
Responsibilities
Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols
Support the various pre-renewal/renewal/post-renewal and wellness activities
Coordinate data gathering for reporting efforts (analytical, compliance, etc.)
Complete training/professional development to gain understanding of the industry and CSG
As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by: Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information) Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations) Completing/fulfilling assigned implementation tasks associated with client related projects Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year Prepare standard and ad-hoc reports (as needed) Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials Participating (whenever appropriate) in client meetings/presentations
At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides)
Assist in the coordination Open Enrollment activities (includes conducting meetings)
Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements
Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns
Interact with carriers and vendors on behalf of the client and the team
Qualification
Required
Strong attention to detail, well organized and responsive
Strong desire and willingness to learn all aspects of: CSG suite of services and available solutions, Insurance and healthcare related products, Regulatory and compliance related matters (including healthcare reform)
Very comfortable with numbers
Proficient in Microsoft Excel, PowerPoint, Word and Publisher
Ability to quickly learn new skills
Comfortable working independently as well as in a team environment
Ability to establish relationships
Strong oral and written communication skills
Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
Basic understanding of insurance and healthcare
Education - High School Diploma, Bachelor's Degree preferred
Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire
Benefits
Comprehensive range of health-related benefit options including medical, vision, and dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Corporate Synergies
Corporate Synergies is a national insurance and employee benefits brokerage and consultancy.
Founded in 2003
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2017-11-01Acquired
2010-10-01Private Equity
Leadership Team
John Turner
President and CEO
Recent News
Maryland Daily Record
2025-12-05
MedCity News
2025-05-23
2024-04-07
Company data provided by crunchbase