Foundation Risk Partners · 1 day ago
Employee Benefits Account Specialist
Santa Clarita, CA
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $80K/yrFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking an Employee Benefits Account Specialist to join their LBW team in Valencia, CA. The Account Specialist will support Sales, Account Management, and Underwriting teams with activities related to marketing, sales, and service of multiple client accounts, while also assisting in client meetings and managing regulatory tasks.
InsuranceRisk Management
Responsibilities
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)
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
State Specific Resident Life & Health License is required within six months from date of hire
Strong attention to detail, well organized and responsive
Proficient in MS Office Suite
Ability to quickly learn new skills
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
Willingness to learn regulatory and compliance matters, including healthcare reform
Preferred
Knowledge of EASE or Employee Navigator is a plus
Bachelor's Degree preferred
Benefits
Medical
Vision
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
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
Founded in 2017
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Leadership Team
Charlie Lydecker
President & CEO
Thomas Tinsley
Chief Administrative Officer
Recent News
The Harvard Law School Forum on Corporate Governance
2025-06-29
Lane Report | Kentucky Business & Economic News
2025-06-22
Morningstar.com
2025-05-05
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