Benefits Account Manager — Strategic Client Lifecycle

Corporate Synergies; Timonium (MD); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits: medical, vision, andd

401(k) with company match

Company-paid life insurance

STD, LTD

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners in Timonium, MD is seeking an Employee Benefits Account Manager to oversee the client life cycle, drive service deliverables, and support open enrollment and renewals. You will work with benefit consultants and teams to develop multi-year plans, maintain client files, and build strong carrier relationships for ongoing client success.

You will be responsible for maintaining data standards, communicating findings, and reconciling revenue while pursuing upsell opportunities.

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.
• 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, work closely with the Team to execute day-to-day service deliverables for all lines of coverage and products.
• Develop multi-year strategic plan (roadmap) and annual service delivery calendar.
• Prepare deliverables using team expertise and tools to manage client expectations and timely delivery.
• Develop and maintain strong client/vendor relationships.
• Review employee education and communication materials during Open Enrollment.
• Research and resolve client inquiries independently with escalation as needed.
• Maintain internal systems (BenefitPoint and Oracle) and client files per data standards.
• Ensure contact information for all client stakeholders is well-managed for both satisfaction and Thought Leadership.
• Create and periodically update Internal Account Plan with Team Lead and Producer.
• Interact with carriers and vendors on behalf of the client and team.
• Identify and leverage resources for upsell opportunities.
• Reconcile client revenue monthly (BenefitPoint vs. Finance Accrued Revenue).
• Develop new and creative benefit solutions with guidance.

Skills

Attention to detail

Financial modeling

Negotiation

Problem solving

Microsoft Office

Learning agility

Team collaboration

Stakeholder management

Communication skills

Multitasking

Business acumen

Project management

Strategic planning

Education

Bachelor's degree preferred

Life & Health License

Job description

Foundation Risk Partners in Timonium, MD is seeking an Employee Benefits Account Manager to oversee the client life cycle, drive service deliverables, and support open enrollment and renewals. You will work with benefit consultants and teams to develop multi-year plans, maintain client files, and build strong carrier relationships for ongoing client success.

You will be responsible for maintaining data standards, communicating findings, and reconciling revenue while pursuing upsell opportunities.