Benefits Account Manager: Strategic Client Success

Corporate Synergies

New York (NY)

On-site

USD 90,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
401(k) with company match
Paid time off (PTO)

Job summary

Foundation Risk Partners is seeking an Employee Benefits Account Manager for the Corporate Synergies team in the New York City Metro Region. This client-facing role manages day-to-day service, drives retention and growth, and collaborates with Sales, Account Management, and Underwriting to deliver value for assigned books of business.

Responsibilities include lifecycle management, annual planning, and proactive communication.

Qualifications

  • Bachelor’s Degree preferred.
  • 3+ years account management in health and welfare carrier/broker required.
  • State-specific Life & Health license required.

Responsibilities

  • Manage day-to-day service activities for a book of business.
  • Support retention, satisfaction and growth through proactive relationship management and service delivery.
  • Prepare reports and coordinate with Sales, Account Management and Underwriting.

Skills

Attention to detail
Client relationship management
Communication skills
Project management
Team collaboration
Multi-tasking
Financial acumen

Education

Bachelor’s Degree
Life & health license (state-specific)

Tools

Microsoft Office Suite
BenefitPoint
Oracle

Job description

Foundation Risk Partners is seeking an Employee Benefits Account Manager for the Corporate Synergies team in the New York City Metro Region. This client-facing role manages day-to-day service, drives retention and growth, and collaborates with Sales, Account Management, and Underwriting to deliver value for assigned books of business.

Responsibilities include lifecycle management, annual planning, and proactive communication.

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