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Foundation Risk Partners · 2 hours ago

Employee Benefits Account Specialist

Valencia, California, United States

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $80K/yr

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, seeking an Employee Benefits Account Specialist to join their LBW team. The role involves supporting Sales, Account Management, and Underwriting teams with client account activities, including data gathering, report preparation, and client communication.

InsuranceRisk Management

Responsibilities

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

EASEEmployee NavigatorMS Office SuiteState Specific Resident Life & Health LicenseInsurance knowledgeMulti-taskWillingness to learnCommunication skillsAttention to detailRelationship building