Benefits Account Manager - Client Success & Strategy

Foundation Risk Partners; Baltimore (MD); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

PTO and holidays

Job summary

Foundation Risk Partners in Timonium, MD, is seeking an Employee Benefits Account Manager to support Sales, Account Management and Underwriting with day-to-day service delivery for multiple client accounts (Book of Business).

You will manage client life-cycle deliverables, develop multi-year roadmaps, prepare reports, maintain files in line with data standards, and build strong client/vendor relationships while pursuing professional development.

Qualifications

• Bachelor's degree preferred
• 1-3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role
• State Specific Resident Life & Health License is required

Responsibilities

• 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, complete necessary training and professional development to gain exposure to strategic account planning 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.

Skills

Attention to detail

Financial modeling

Excel

Negotiation

Communication skills

Team collaboration

Multi-tasking

Project management

Education

Bachelor's degree preferred

State Specific Resident Life & Health License

Tools

Microsoft Office

BenefitPoint

Oracle

Job description

Foundation Risk Partners in Timonium, MD, is seeking an Employee Benefits Account Manager to support Sales, Account Management and Underwriting with day-to-day service delivery for multiple client accounts (Book of Business).

You will manage client life-cycle deliverables, develop multi-year roadmaps, prepare reports, maintain files in line with data standards, and build strong client/vendor relationships while pursuing professional development.