Employee Benefits Account Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the New York City Metro Region. The Account Manager is a client-facing position responsible for managing day-to-day service activities for an assigned book of business. Working closely with Sales, Account Management, and Underwriting, this role supports client retention, satisfaction, and growth through proactive relationship management and service delivery.

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); Work on client related deliverables of increasing complexity with guidance and supervision; Complete necessary training and professional development in 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; Ensure compliance with CSG's processes and operating standards; Support the Team Lead in understanding client goals/objectives and developing a multi-year strategic plan (roadmap); Define an annual service delivery calendar (life cycle) in support of the multi-year strategic plan; Prepare deliverables and ensure timely delivery of materials in accordance with the client life cycle; Effectively communicate and present findings, analysis and recommendations in meetings/calls/emails; Prepare standard and ad-hoc reports and other client related projects; Develop, cultivate and maintain strong client/vendor relationships; Review employee education and communication materials (i.e., Benefit Guides) during key periods such as Open Enrollment; Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members when necessary; Maintain internal systems (i.e., BenefitPoint and Oracle) and client files in accordance with CSG's data standards and filing requirements; Ensure contact information for all client stakeholders is appropriately managed for Client Satisfaction (NPS) and Thought Leadership; 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; Reconcile client revenue monthly (BenefitPoint vs. Finance Accrued Revenue); Develop new and creative benefit solutions with guidance

Requirements

3+ 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; Bachelor's Degree preferred; Strong attention to detail, well organized and responsive; Ability to model financial implications from benefit programs; Comfortable in negotiating with insurance carriers; Ability to identify problems and create effective solutions; Proficient in Microsoft Office Suite; 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 relationships with internal and external stakeholders; Strong oral and written communication skills; Ability to multi-task and demonstrate composure/resilience under pressure; Possesses a basic understanding of general business and financial concepts; Ability to effectively create, organize and manage a project plan; Basic understanding of strategy and long-term planning

Nice to have

Bachelor's Degree preferred; Ability to model financial implications from benefit programs; Comfortable in negotiating with insurance carriers; Ability to identify and leverage resources appropriate for upsell opportunities

Benefits

Medical, vision, and dental health-related benefit options; 401(k) with company match; Company paid life insurance; STD; LTD; Generous PTO policy starting at 18 days per year; 10 paid holidays; 2 floating holidays