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 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
• Working knowledge of all aspects of: 
  • CSG suite of services and available solutions 
  • Insurance and healthcare related products 
  • Regulatory and compliance related matters (including healthcare reform)  
• 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
• 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

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their Corporate Synergies team in New York Metro Region. 

Job Summary:

Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).  

Essential Functions:

• 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. BenfitPoint 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.  

Competencies & Qualifications: 

• Strong attention to detail, well organized and responsive,  
• Strong desire and willingness to learn all aspects of: 
• CSG suite of services and available solutions  
• Insurance and healthcare related products  
• Regulatory and compliance related matters (including healthcare reform)  
• Very comfortable with numbers 
• Proficient in Microsoft Excel, PowerPoint, Word and Publisher 
• Ability to quickly learn new skills 
• Comfortable working independently as well as in a team environment 
• Ability to establish relationships 
• 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 
• Basic understanding of insurance and healthcare.  

Education & Experience:

• Education - High School Diploma, Bachelor’s Degree preferred.  
• Experience – Entry level position requiring no previous job experience
• Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire.  

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Employee Benefits Sales Consultant to their Corporate Synergies team in New York City Metro Region. 

The Employee Benefits Sales Consultant is an experienced sales producer who actively develops and maintains a pipeline of new potential clients and continually sources referrals for new business opportunities. As a consultant to your clients you will analyze and develop comprehensive solutions to meet your clients’ goals. You will actively partner with Account Management to ensure the success of new business and retention of existing business.

Essential Functions

1. Establish and build strong, integrity based relationships with C-level managers for companies of 100 employees plus
2. Identify new potential clients and develop strategies to convert them to FRP clients
3. Continually source referrals for developing additional contacts and new business opportunities
4. Attend industry events to sources referrals and increase industry knowledge
5. Attend training as needed to continue to develop selling/closing skills
6. Meet or exceed set annual sales goals

Competencies and Qualifications

An ideal candidate will have:

• Bachelor’s degree Business Administration, Communications etc.
• 5 plus years of selling B2B solutions to C-suite executives
• Knowledge of benefit plans and employee benefit terminology a plus
• Ability to cold call to set appointments with potential clients
• Ability to source referrals through industry related events
• Excellent communication skills both verbal and written
• Life & Health License
• Proficient software skills - Microsoft Office Products, CRM systems