Employee Benefits Account Specialist

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their Corporate Synergies team in New York Metro Region. 

Job Summary:

The Account Specialist provides an excellent opportunity to launch a career in employee benefits consulting. In this role, you will gain hands-on experience supporting Sales, Account Management, and Underwriting teams while building expertise in client service, account management, and benefits consulting.

Essential Functions:

• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.  
• Support the various pre-renewal/renewal/post-renewal and wellness activities.  
• Coordinate data gathering for reporting efforts (analytical, compliance, etc.).  
• Complete training/professional development to gain understanding of the industry and CSG.  
• As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:  
• Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information) 
• Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations) 
• Completing/fulfilling assigned implementation tasks associated with client related projects 
• Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year 
• Prepare standard and ad-hoc reports (as needed) 
• Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials 
• Participating (whenever appropriate) in client meetings/presentations 
• At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).   
• Assist in the coordination Open Enrollment activities (includes conducting meetings).    
• Maintain internal systems (i.e. BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements.  
• Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.   
• Interact with carriers and vendors on behalf of the client and the team.  

Competencies & Qualifications: 

• Strong attention to detail, organization, and follow-through.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable working both independently and collaboratively.
• Eager to learn employee benefits, regulatory and compliance matters, including healthcare reform.
• Proficient in Microsoft Office Suite.
• Ability to build strong relationships with clients, carriers, and team members.
• Basic understanding of insurance or healthcare is a plus.

Education & Experience:

• Bachelor’s Degree preferred.  
• State Specific Resident Life & Health License is required within six months from date of hire.