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Corporate Synergies · 1 day ago

Employee Benefits Account Manager

New York, NY

Full-time

Onsite

Mid Level

$75K/yr - $100K/yr

3+ years exp

Corporate Synergies, a part of Foundation Risk Partners, is seeking an Employee Benefits Account Manager to join their team in the New York City Metro Region. The role involves managing client life-cycle deliverables, supporting sales and account management efforts, and maintaining strong client relationships to ensure successful retention and growth of assigned accounts.

ConsultingFinancial ServicesInsurance

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

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: 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

Maintain internal systems (i.e., BenefitPoint 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

Ability to 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

Qualification

Account managementInsurance products knowledgeRegulatory complianceMicrosoft OfficeClient relationship managementFinancial modelingCommunication skillsProblem-solvingProject managementTeam collaborationAttention to detailNegotiation skills