Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Senior Underwriter to their Corporate Synergies team in Philadelphia Metro Region. 

Job Summary:

The Senior Underwriter partners closely with the Vice President of Underwriting and Account Management team to support complex health and welfare programs. This role is integral in driving renewal strategy, analyzing claims data, and ensuring accuracy and consistency across underwriting deliverables for both fully insured and self‑insured clients.

Essential Functions:

• Analyze carrier renewals and manage ongoing carrier interactions
• Review proposals and underwriting materials for accuracy and completeness
• Review and analyze claims reports; oversee claims reporting for self‑insured clients
• Develop self‑insured budgets, including premium equivalent rate calculations
• Prepare fully insured pre‑renewal projections and financial models
• Participate in pre‑renewal and renewal strategy meetings with internal teams and clients
• Conduct ad hoc claims and utilization analyses as needed

Competencies & Qualifications: 

• Proven ability to build strong relationships with clients, carriers, and internal partners
• In‑depth knowledge of carrier processes, plan designs, funding arrangements, and stop‑loss contracts
• Strong analytical, organizational, and attention‑to‑detail skills
• Excellent written and verbal communication abilities
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Ability to manage multiple priorities in a fast‑paced environment
• Comfortable working both independently and as part of a collaborative team

Education & Experience:

• Bachelor’s degree preferred
• Minimum of 5+ years of underwriting experience with a health and welfare carrier or brokerage, supporting employer groups of 100+ lives

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Business Development Representative to their Corporate Synergies team in Camden, NJ.

Job Summary:

The Business Development Representative (BDR) is responsible for generating leads, setting appointments for Outside Sales Representatives, and driving the initial stages of the sales process. This role focuses on building and nurturing relationships with prospective clients to maximize set and kept appointments, while collaborating closely with the Outside Sales team to ensure overall business success.

Essential Functions:

• Conduct proactive outreach to prospective clients through phone sales to generate new business opportunities and schedule appointments for the outside sales team.
• Utilize effective questioning techniques to assess prospects' needs and determine their alignment with company services.
• Develop strategies to position the company competitively by analyzing prospect goals, needs, and decision-making criteria while ensuring they meet the company’s target profile.
• Engage in ongoing professional development, including learning about new products and staying informed through relevant industry publications and training opportunities.
• Build and maintain professional networks by participating in events and organizational activities.
• Re-engage with previously unconverted prospects to foster relationships and uncover new opportunities.
• Accurately manage and update lead data within Salesforce, ensuring proper follow-up and data integrity.

Competencies & Qualifications: 

• Formal sales training (e.g., Hopkins, Zig Ziglar, Miller-Heiman, SPIN, or similar methodologies).
• Bachelor’s Degree preferred.
• A minimum of 3 years of experience in an inside sales role, with a focus on outbound calling.
• Demonstrated success in business-to-business sales (non-consumer) and/or experience setting appointments for outside sales representatives in industries such as technology, software, business products, staffing, payroll services, or recruiting.
• Competitive, goal-oriented mindset with a strong drive to achieve results.
• Proficiency in uncovering needs through effective questioning techniques.
• Skilled in identifying client needs through strategic questioning techniques.
  Ability to excel in a quota-driven environment.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook); Salesforce experience is a plus.
• Exceptional organizational skills and a keen attention to detail.

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 Philly Metro Region. 

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).  

Essential Functions:

• 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. 

Essential Duties:  

• 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.  

Competencies & Qualifications: 

• 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 (Excel, PowerPoint, 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 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
• Basic understanding of strategy and long-term planning 

Education & Experience:

• Bachelor’s Degree preferred
• 1-5 years of prior practical account management experience with a health and welfare carrier or broker is required
• Licensure/Certification – State Specific Resident Life & Health License is required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Customer Service Advocate to their Corporate Synergies team in Philly Metro Region. 

Job Summary:
The Benefits VIP Representative handles claims resolution, benefits inquiries, coverage eligibility concerns, and other related issues for our clients' administrators and employees. They work closely with clients and carriers via phone and email to resolve matters within a 24-hour timeframe.

Essential Functions:
•    Address client employee insurance concerns, answer benefit-related questions, and assist with claims resolution, patient advocacy, and pre-certifications.
•    Educate client employees on optimal benefit utilization and provide guidance on cost-effective plan options.
•    Maintain detailed records of client interactions, entering data into Salesforce and generating client analysis reports as necessary.
•    Use Salesforce to gather client information and enhance service quality.
•    Monitor resolution timelines to ensure benefit issues and claims are closed within the designated timeframe.
•    Review Summary Plan Descriptions (SPDs) and benefit summaries for accuracy.
•    Offer expertise on insurance billing, coding, employee group benefits, insurance processes, and plan descriptions to clients.
•    Act as a primary resource within the team, delivering exceptional customer service and support in resolving insurance and benefit-related issues.
•    Address member eligibility inquiries, enrollment entry and confirmation of coverage.

Competencies & Qualifications: 
•    Exceptional verbal and written communication abilities.
•    Outstanding organizational and multi-tasking capabilities.
•    Strong problem-solving skills.
•    Skilled at taking initiative, prioritizing tasks, and meeting tight deadlines.
•    Proficiency in Spanish (both written and spoken) is a plus.
•    Collaborative team member.
•    Adaptable and detail-oriented.
•    Proficient in Microsoft Office Suite.

Education & Experience:
•    Three plus years’ experience working in customer service/call center environment.
•    Experience with an insurance industry carrier, broker, or insurance related vendor.   
•    Knowledge of eligibility claims, medical coding and billing, etc.   
•    Knowledge of benefit summaries and Benefit Plan Descriptions.