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Foundation Risk Partners · 3 days ago

Employee Benefits Account Manager

Santa Clarita, CA

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $110K/yr

5+ years exp

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking an Employee Benefits Account Manager to join their LBW team. The role is primarily responsible for the successful delivery of day-to-day service-related activities to support sales, account management, and underwriting for multiple client accounts.

InsuranceRisk Management

Responsibilities

Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate)

With guidance and supervision, work on client related deliverables of increasing complexity

Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management

Identify and declare area of focus/subject matter expertise

As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by: Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)

Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)

Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle

Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails(i.e., setting agendas and appropriate internal/external follow-up)

Prepare standard and ad-hoc reports and other client related projects (as needed)

Developing, cultivating and maintaining strong client/vendor relationships

At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides)

Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary

Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership

In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan

Interact with carriers and vendors on behalf of the client and the team

Ability to identify and leverage resources appropriate for upsell opportunities

Develop new and creative benefit solutions with guidance

Qualification

Account ManagementCalifornia Life & Health LicenseHealthWelfare PlansRFP PreparationAMS360Bilingual English/SpanishPresentation SkillsProject Management