Employee Benefits Account Manager — Growth & PTO

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

Benefits offered by this job

401(k) with company match

Company paid life insurance

STD & LTD

PTO starting at 18 days + 10 holidays

Job summary

Foundation Risk Partners is seeking an Employee Benefits Account Manager in Irvine, CA to support growth, retention and servicing of employee benefits clients. You will collaborate with producers, carriers and internal teams to drive renewals, onboarding and program implementation.

You will educate clients on trends, compliance and market conditions while maintaining strong relationships and delivering exceptional service across medical, dental, vision, life, disability and voluntary benefits.

Qualifications

• Minimum 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, or GBA preferred.
• Strong knowledge of employee benefits products (medical, dental, vision, life, disability, voluntary).
• Solid understanding of benefits compliance and state/federal regulations.
• Experience supporting sales, renewals and client service functions.

Responsibilities

• Retain and grow an assigned book by delivering exceptional service.
• Build relationships with clients, prospects, carrier partners, and internal stakeholders.
• Serve as primary client contact for inquiries and day-to-day support.
• Support sales through meetings, proposals, cross-selling, onboarding.
• Coordinate renewals: gather data, review options, evaluate proposals, provide recommendations.
• Assist clients with changes, communications, open enrollment and implementation.
• Educate clients on industry trends, compliance, market conditions, and solutions.
• Develop service plans aligned with client objectives and retention.
• Partner with carriers and internal teams to address issues and escalations.
• Prepare stewardship reports, renewal reviews and client materials.
• Maintain accurate account documentation and comply with procedures.
• Participate in meetings, training and development; perform other duties.

Skills

Client relationships

Communication skills

Multi-tasking

Microsoft Office

Education

Active California Life, Accident & Health License

Tools

Epic

Salesforce

Ease

Employee Navigator

Job description

Foundation Risk Partners is seeking an Employee Benefits Account Manager in Irvine, CA to support growth, retention and servicing of employee benefits clients. You will collaborate with producers, carriers and internal teams to drive renewals, onboarding and program implementation.

You will educate clients on trends, compliance and market conditions while maintaining strong relationships and delivering exceptional service across medical, dental, vision, life, disability and voluntary benefits.