Employee Benefits Account Manager
Corporate SynergiesCamden, New Jersey, United States · Posted 5 months agoDescription
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the Philly Metro Region.
The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).
Essential Functions:
- Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).
- With guidance and supervision, work on client related deliverables of increasing complexity.
- Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management.
- Identify and declare area of focus/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 Duties:
- 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:
- Supporting the Team Lead to understand a client’s goals/objectives and 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)
- Prepare 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 more experienced team members and resources when necessary.
- Maintain internal systems (i.e., BenefitPoint 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.
- Ability to 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.
Competencies & Qualifications:
- Strong attention to detail, well organized and responsive
- Ability to model financial implications from benefit programs
- Comfortable in negotiating with insurance carriers
- Ability to identify problems and create effective solutions
- Proficient in Microsoft Office (Excel, PowerPoint, Word)
Similar jobs
Est. 65,000 USD
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their team in the Timonium, MD. The Account Manager is a qualifie…
Est. 65,000 USD
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the Philly Metro Region. The Ac…
Est. 65,000 USD
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their team in the Timonium, MD. The Account Manager is a qualifie…
Est. 65,000 USD
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their George Petersen Insurance team in Auburn, CA. Job Summary: Th…
Est. 55,000 USD
Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team. Responsibilities may include but are not limited to: Supports and demonstrates IMA’s core values. Values and understands the i…
Est. 120,000 USD
About Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, in…
Est. 85,000 USD
About Us At BGBx, we're driven by a simple idea: breakthrough thinking creates breakthrough impact. As an independent commercial solutions partner to pharmaceutical and life science companies, we bring together strategis…
Est. 120,000 USD
About Judi Health Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. Judi Health replaces fragmented, outdated systems with…
Est. 120,000 USD
About Judi Health Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. Judi Health replaces fragmented, outdated systems with…
Est. 80,000 USD
Most companies claim to have the best people. We say to them, "Keep dreaming." Our people are second to none. They set us apart with their entrepreneurial spirit and ambition. They come to us from the likes of Amazon, Mi…
Est. 65,000 USD
Essential job responsibilities include but are not limited to:
Est. 110,000 USD
Founded in 2004, NetBrain is the leader in no-code network automation. Its ground-breaking Next-Gen platform provides IT operations teams with the ability to scale their hybrid multi-cloud connected networks by automatin…
Est. 65,000 USD
At Truckstop, we have transformed the entire freight-moving lifecycle with our SaaS solutions. From freight matching to payments and everything in between, we are the trusted partner for carriers, brokers, and shippers a…
Who We Are VML, part of WPP, is a leading creative company that combines brand experience, customer experience, and commerce, creating connected brands to drive growth. VML is celebrated for its innovative and human firs…
Est. 55,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 80,000 USD
What You'll Do Essential job responsibilities include but are not limited to:
Est. 80,000 USD
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Est. 80,000 USD
Who We Are: We’re a high-growth software company with a big mission: empowering K-12 district teams to do more with less. At LINQ, we get K12. That’s why we help districts transform K-12 school operations with best-in-cl…
Est. 120,000 USD
Job Title: Client Director Reports To: The Client Director will report to the Managing Vice President, or equivalent leadership. Job Overview: The Client Director is responsible for the operational and financial health o…
Est. 85,000 USD
About ABC Legal Services: ABC Legal Service is proud to be the national leader in service of process. We are a team of 1000 and growing with offices in Los Angeles, Oklahoma City, Phoenix, Brooklyn, Chicago, Washington D…
Est. 60,000 GBP
Business Development Manager (SME ) – London As a global leader in commercial payments that powers international business by moving money with ease, Convera is seeking a Business Development Manager ( SME ) to drive sale…
Est. 65,000 USD
At MCG, we lead the healthcare community to deliver patient-focused care. We have a mission-driven team of talented physicians and technical experts developing our evidence-based content and innovating our products to ac…
Who We Are VML is a leading creative company that combines brand experience, customer experience, and commerce, creating connected brands to drive growth. VML is celebrated for its innovative and award-winning human-firs…
Est. 85,000 USD
At Cision, we believe in empowering every individual to make an impact. Here, your voice is heard, your ideas are valued, and your unique perspective fuels our collective success. As part of our global team, you'll thriv…
Est. 110,000 USD
Founded in 2004, NetBrain is the leader in no-code network automation. Its ground-breaking Next-Gen platform provides IT operations teams with the ability to scale their hybrid multi-cloud connected networks by automatin…
Est. 55,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 80,000 USD
CentralReach is a leading provider of autism and IDD care software for Applied Behavior Analysis (ABA), multidisciplinary therapy, and special education. Trusted by more than 200,000 users, we enable therapy providers, e…
Est. 75,000 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 150,000 USD
Who is Trace3? Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executiv…
About Payoneer Founded in 2005, Payoneer is the global financial platform that removes friction from doing business across borders, with a mission to connect the world’s underserved businesses to a rising global economy.…