Apply on Employer Site

Foundation Risk Partners · 1 day ago

Employee Benefits Account Specialist

Camden, New Jersey, United States

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $65K/yr

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are adding an Account Specialist to their Corporate Synergies team in the Philly Metro Region. The Account Specialist is responsible for developing the necessary industry knowledge and skills to support Sales, Account Management, and Underwriting with activities related to marketing, sales, and service of multiple client accounts.

InsuranceRisk Management

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. BenefitPoint 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

Insurance knowledgeRegulatory complianceMicrosoft ExcelMicrosoft PowerPointMicrosoft WordMulti-taskingResilienceBasic healthcare understandingAttention to detailCommunication skillsTeamworkRelationship building