Corporate Synergies · 1 day ago
Senior Employee Benefits Account Manager
Camden, NJ
Full-time
Onsite
Mid, Senior Level
$100K/yr - $120K/yr
5+ years expCorporate Synergies, part of Foundation Risk Partners, is seeking a Senior Employee Benefits Account Manager to join their team in the Philly Metro Region. This role is responsible for managing client life-cycle deliverables and driving the successful delivery of service-related activities to retain and grow assigned client accounts.
ConsultingFinancial ServicesInsurance
Responsibilities
Autonomously manage the client life-cycle deliverables (of increasing complexity) with guidance from the Benefit Consultant and Team Lead (where appropriate) to ensure the successful retention of a Book of Business (94% Renewal Rate)
With guidance from the Team Lead and Producer, lead account strategy/direction
Beyond foundational knowledge (strategic account planning, effective communication and project management), complete necessary training and professional development to further develop technical and subject matter expertise
Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols
Compliance with CSG’s processes and operating standards
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: Identifying a client’s goals/objectives and working with the team lead to 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)
Preparing 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 team members, subject matter experts and resources when necessary
Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements
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
Identify and leverage resources appropriate for upsell opportunities
Responsible for reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue)
Develop new and creative benefit solutions with guidance
As it relates to your concentration/subject matter expertise, act as a resource and provide updates to team members (i.e. team meetings)
Qualification
Required
5+ years of prior practical account management experience with a health and welfare carrier or broker is required
State Specific Resident Life & Health License is required
Strong attention to detail, well organized and responsive
Strong working knowledge of all aspects of CSG suite of services and available solutions
Strong working knowledge of insurance and healthcare related products
Strong working knowledge of all regulatory and compliance related matters (including client impact/applicability)
Ability to model complex financial implications from benefit programs
Skilled in negotiating with insurance carriers
Ability to identify problems and create effective solutions
Advanced in Microsoft Excel, PowerPoint and Word
Ability to quickly learn new skills
Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary
Ability to establish meaningful/deep relationships with internal and external stakeholders
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
Possesses a basic understanding of general business and financial concepts
Ability to effectively create, organize and manage a project plan
Comfortable understanding a client, their industry, and cost drivers to develop strategy/long-term plan based on their goals/objectives
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.
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
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