Foundation Risk Partners
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 the New York Metro Region.
Job Summary Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist is an entry‑level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts.
Essential Functions
Maintain up‑to‑date client files/internal systems in accordance with CSG’s standard protocols.
Support 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.
Assist/support the Account Management and Underwriting Team for all lines of coverage by:
Gathering all necessary data to fulfill our obligations (including outreach to carriers and client to secure information)
Supporting the team with the preparation, analysis and delivery of materials that make up 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
Preparing standard and ad‑hoc reports (as needed)
Tracking receipt of deliverables and updating the Annual Action Plan to ensure 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 of Open Enrollment activities (includes conducting meetings).
Maintain internal systems (i.e., BenefitPoint 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
Bachelor’s Degree preferred.
State Specific Resident Life & Health License required within six months from date of hire.
Pay Transparency Range: $55,000 USD - $75,000 USD
Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits: FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company‑paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.
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Job Summary Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist is an entry‑level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts.
Essential Functions
Maintain up‑to‑date client files/internal systems in accordance with CSG’s standard protocols.
Support 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.
Assist/support the Account Management and Underwriting Team for all lines of coverage by:
Gathering all necessary data to fulfill our obligations (including outreach to carriers and client to secure information)
Supporting the team with the preparation, analysis and delivery of materials that make up 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
Preparing standard and ad‑hoc reports (as needed)
Tracking receipt of deliverables and updating the Annual Action Plan to ensure 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 of Open Enrollment activities (includes conducting meetings).
Maintain internal systems (i.e., BenefitPoint 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
Bachelor’s Degree preferred.
State Specific Resident Life & Health License required within six months from date of hire.
Pay Transparency Range: $55,000 USD - $75,000 USD
Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits: FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company‑paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.
#J-18808-Ljbffr