Benefits Account Manager: Client Growth & Retention (NYC)

Foundation Risk Partners, Corp.

New York (NY)

On-site

USD 90,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

401(k) match
Life insurance
STD/LTD
PTO and holidays

Job summary

Foundation Risk Partners, Corp. is seeking an Employee Benefits Account Manager in the New York City metro area. You will manage day-to-day service activities for a book of business, collaborating with Sales, Account Management, and Underwriting to drive client retention and growth.

The role emphasizes proactive relationship management, strategic planning, and effective communication while ensuring accurate data, reporting, and stakeholder engagement across all lines of coverage.

Qualifications

  • Bachelor’s degree preferred and 3+ years of account management experience in health and welfare required.
  • State-specific Resident Life & Health License required.

Responsibilities

  • Manage day-to-day service activities for an assigned book of business.
  • Support client retention, satisfaction, and growth through proactive relationship management and service delivery.
  • Maintain client files and systems per company standards.
  • Prepare reports and account plans; communicate findings and recommendations in meetings and emails.
  • Reconcile client revenue monthly and identify upsell opportunities.

Skills

Detail oriented
Relationship building
Communication skills
Project management
Team player
Financial impact modeling
Microsoft Office
Negotiation with carriers
Strategic planning

Education

Bachelor’s Degree preferred
3+ years account management experience
State Life License

Tools

BenefitPoint
Oracle

Job description

Foundation Risk Partners, Corp. is seeking an Employee Benefits Account Manager in the New York City metro area. You will manage day-to-day service activities for a book of business, collaborating with Sales, Account Management, and Underwriting to drive client retention and growth.

The role emphasizes proactive relationship management, strategic planning, and effective communication while ensuring accurate data, reporting, and stakeholder engagement across all lines of coverage.

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