Sr Employee Benefits Account Manager

Foundation Risk Partners; Orange (CA); Remote; USD 90,000 - 125,000; Full time

Job summary

A leading insurance brokerage firm is seeking a Senior Employee Benefits Account Manager in Orange, CA. This role involves managing client accounts, developing strategic plans, and ensuring high-quality service delivery. Candidates should have strong negotiation skills, attention to detail, and extensive experience in account management. The position offers flexibility for remote work and a competitive salary range.

Benefits

401(k) with company match

Company paid life insurance

Generous PTO policy starting at 18 days

Medical, vision, and dental benefits

10 paid holidays & 2 floating holidays

Qualifications

• 5+ years of prior practical account management experience required.
• Strong working knowledge of insurance and healthcare products.

Responsibilities

• Manage client life-cycle deliverables with guidance.
• Develop and maintain strong client/vendor relationships.
• Prepare standard and ad-hoc reports for clients.

Skills

Attention to Detail

Negotiation

Communication

Project Management

Problem Solving

Education

State Specific Resident Life & Health License

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Sr Employee Benefits Account Manager to their Corporate Synergies team in Orange, CA Metro Region.

• This position is based in the Orange, CA Metro Region but offers the flexibility to be fully remote.
  
  

Job Summary:

The Senior Account Manager is an experienced/technically proficient client-facing position that is responsible for supporting Sales, Account Management and Underwriting (the Team) with the development of the overall strategic plan and for driving the successful delivery of the day-to-day service-related activities to retain/grow assigned client accounts (Book of Business).

Key Responsibilities:

• Autonomously manage the client life-cycle deliverables (of increasing complexity) with guidance from the Benefit Consultant and Team Lead (where appropriate) to ensure the successful retention of a Book of Business (94% Renewal Rate).
• With guidance from the Team Lead and Producer, lead account strategy/direction.
• Beyond foundational knowledge (strategic account planning, effective communication and project management), complete necessary training and professional development to further develop technical and 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.
  
  

Essential Functions:

• As part of the client life-cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by:
• Identifying a client’s goals/objectives and working with the team lead to develop a multi-year strategic plan (roadmap)
• Defining an annual service delivery calendar (life-cycle) in support of the multi-year strategic plan (roadmap)
• Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life-cycle
• Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e. setting agendas and appropriate internal/external follow-up)
• Preparing standard and ad-hoc reports and other client related projects (as needed)
• Developing, cultivating and maintaining strong client/vendor relationships
• At various times throughout the year (i.e. Open Enrollment), review employee education and communication materials (i.e. Benefit Guides).
• Research, respond and/or resolve client inquiries/service-related issues independently, involving team members, subject matter experts and resources when necessary.
• Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements.
• Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership.
• In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan.
• Interact with carriers and vendors on behalf of the client and the team.
• Identify and leverage resources appropriate for upsell opportunities.
• Responsible for reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue).
• Develop new and creative benefit solutions with guidance.
• As it relates to your concentration/subject matter expertise, act as a resource and provide updates to team members (i.e. team meetings).
  

Competencies & Qualifications:

• Strong attention to detail, well organized and responsive
• Strong working knowledge of all aspects of:
• CSG suite of services and available solutions
• Insurance and healthcare related products
• All regulatory and compliance related matters (including client impact/applicability)
• Ability to model complex financial implications from benefit programs
• Skilled in negotiating with insurance carriers
• Ability to identify problems and create effective solutions
• Advanced in Microsoft Excel, PowerPoint and Word
• Ability to quickly learn new skills
• Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary
• Ability to establish meaningful/deep relationships with internal and external stakeholders
• Strong oral and written communication skills
• Ability to multi-task and demonstrate composure/resilience under pressure
• Comfortable switching between clients and tasks to meet deadlines
• Possesses a basic understanding of general business and financial concepts
• Ability to effectively create, organize and manage a project plan
• Comfortable understanding a client, their industry, and cost drivers to develop strategy/long-term plan based on their goals/objectives
  

Education & Experience:

• 5+ years of prior practical account management experience with a health and welfare carrier or broker is required
• Licensure/Certification – State Specific Resident Life & Health License is required
  
  

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range: $90,000 USD - $125,000 USD

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Industries

  Construction

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