Employee Benefits Account Manager for Growth & Retention

Foundation Risk Partners, Corp.; Orange (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Foundation Risk Partners, a leading insurance brokerage and consulting firm, is seeking an Employee Benefits Account Manager in Orange, CA. The role focuses on supporting growth, retention, and servicing of employee benefits clients through proactive relationship management and collaboration with producers and carrier partners.

Responsibilities include renewals, open enrollment, benefit changes, and client communications while ensuring compliance and accurate account documentation.

Qualifications

• Minimum of 5 years of employee benefits account management experience.
• Active California Life, Accident & Health Insurance License in good standing.
• Professional designation such as CEBS, RHU, REBC, GBA, or other industry-related certification preferred.

Responsibilities

• Retain and grow an assigned book of business by delivering exceptional service and supporting client satisfaction initiatives.
• Build and maintain strong relationships with clients, prospects, carrier partners, and internal stakeholders.
• Serve as a primary client contact, responding to inquiries and providing day-to-day account support.
• Support sales and business development efforts through prospect meetings, proposal preparation, cross-selling opportunities, and onboarding activities.
• Coordinate and manage renewal activities, including gathering data, reviewing plan options, evaluating carrier proposals, and preparing client recommendations.
• Assist clients with benefit plan changes, employee communications, open enrollment support, and implementation activities.
• Educate clients regarding industry trends, legislative updates, compliance considerations, market conditions, and available insurance solutions.
• Develop and maintain service plans that align with client objectives and support long-term retention.
• Partner with carrier representatives and internal teams to address service concerns, claims issues, enrollment challenges, and escalated client matters.
• Prepare stewardship reports, presentations, renewal reviews, and client-facing materials.
• Ensure accurate documentation and maintenance of account information within agency systems.
• Maintain compliance with agency procedures, carrier requirements, and applicable federal and California regulations.
• Participate in team meetings, training initiatives, and professional development opportunities.
• Perform additional duties and special projects as assigned.

Skills

Relationship-building

Customer service

Communication

Multitasking

Tools

Epic

Salesforce

Ease

Employee Navigator

Wood & Brown

Job description

Foundation Risk Partners, a leading insurance brokerage and consulting firm, is seeking an Employee Benefits Account Manager in Orange, CA. The role focuses on supporting growth, retention, and servicing of employee benefits clients through proactive relationship management and collaboration with producers and carrier partners.

Responsibilities include renewals, open enrollment, benefit changes, and client communications while ensuring compliance and accurate account documentation.