Benefits Account Manager: Renewal & Client Care

Foundation Risk Partners; Cary (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Foundation Risk Partners in Cary, NC is seeking an Employee Benefits Account Manager to deliver exceptional client service for our employee benefits clients. You will manage renewals, add new policies, implement resources, and drive retention.

You will collaborate with producers on strategy, verify policies, maintain client relationships, and stay current on industry trends, products and regulations to best serve clients.

Qualifications

• Life & Health license required.
• Bachelor’s degree preferred; high school diploma or equivalent acceptable with experience.
• 3+ years of account management experience in group benefits preferred.

Responsibilities

• Lead delivery of exceptional service for employee benefit clients; manage renewals and add new policies.
• Implement client-specific resources and maintain overall client retention.
• Coordinate with producers on new/renewal strategy and information gathering.
• Verify policy accuracy and ensure timely delivery of documents to clients.
• Build strong client relationships and provide professional guidance to account staff.

Skills

Verbal and written communication

Microsoft Word

Microsoft Excel

Numbers and basic calculations

Organizational skills

Time management

Team-oriented

Attention to detail

Industry knowledge: insurance broker/;

Professional appearance

Education

Life & Health License

College degree preferred

High school diploma or equivalent required

Tools

Microsoft Word

Microsoft Excel

Job description

Foundation Risk Partners in Cary, NC is seeking an Employee Benefits Account Manager to deliver exceptional client service for our employee benefits clients. You will manage renewals, add new policies, implement resources, and drive retention.

You will collaborate with producers on strategy, verify policies, maintain client relationships, and stay current on industry trends, products and regulations to best serve clients.