Employee Benefits Account Manager

Foundation Risk Partners is an insurance brokerage and consulting firm adding an Employee Benefits Account Manager to its Corporate Synergies team in the Philly Metro Region. The role supports client retention and growth by managing day-to-day service delivery, client lifecycle deliverables, account planning, reporting, communications, and relationships with clients, carriers, and vendors.

What you'll do:

• 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)

What they're looking for:

• 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

Benefits:

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