Employee Benefits Account Manager

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented details. Remove boilerplate like EEO, legal, etc. Also remove application instructions (none present). Must not include sections with filler like "commensurate with experience". Pay section: we have Pay Transparency Range: $70,000 USD - $90,000 USD. So include Pay section with that. Schedule: not mentioned, so omit. Benefits: we have benefits listed: comprehensive health-related benefit options including medical, vision, dental; 401(k) with company match; company paid life insurance; STD, LTD; generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays. So include Benefits section. About the role: we have description: "Foundation Risk Partners... 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)." That's about the role. Responsibilities: list of essential functions/duties. We need to extract bullet points. The posting includes many duties: Manage the client life-cycle deliverables with oversight...; With guidance and supervision, work on client related deliverables of increasing complexity.; Beyond foundational knowledge...; Identify and declare area of focus/subject matter expertise.; Maintain up-to-date client files/internal systems...; Compliance with CSG’s processes and operating standards.; Then "Essential Duties:" list: 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. We need to put these as

• items. Possibly group similar but keep all. Competencies & Qualifications: list of competencies: 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); 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 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; Basic understanding of strategy and long-term planning. Education & Experience: Bachelor’s Degree preferred; 1–3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role; Licensure/Certification – State Specific Resident Life & Health License is required. We need sections: Qualifications maybe combine Education & Experience and Licensure? The instruction says use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content. "About the role": intro paragraph. "Responsibilities": essential functions/duties list. "Requirements": maybe Education & Experience and Licensure? Or "Requirements" could be the mandatory items: Bachelor’s Degree preferred (maybe not required), 1-3 years experience, State Specific Resident Life & Health License required. We'll put those. "Qualifications": maybe the competencies list? Or "Skills": the competencies list. The instruction says we can have both Qualifications and Skills sections if content exists. We'll decide: Qualifications could be Education & Experience and Licensure; Skills could be the competencies list (attention to detail, etc). But we already used Education & Experience in Requirements. Might be overlapping. Let's think: The posting has "Competencies & Qualifications" and "Education & Experience". So we could map: - Qualifications: Competencies & Qualifications list (soft skills, abilities) - Skills: maybe technical skills like Proficient in Microsoft Office, Ability to quickly learn new skills, etc. But that's overlapping. Better: Use "Qualifications" for Education & Experience and Licensure. Use "Skills" for Competencies & Qualifications list (abilities). That seems logical. Thus: About the role: paragraph. Responsibilities: list of duties. Requirements: maybe "Bachelor’s Degree preferred; 1–3 years of experience...; State Specific Resident Life & Health License required." Qualifications: maybe not needed if we used Education & Experience in Requirements. But we need to follow headings list; we can omit Qualifications if no specific content beyond what we already used. However we have Competencies & Qualifications content; we could put that under Skills. Then Qualifications could be omitted. But we must not create empty headings. So we will include only sections with content: About the role, Responsibilities, Requirements, Skills, Benefits, Pay. Possibly also Qualifications if we decide to put something there like "Bachelor’s Degree preferred" etc. But we already put that in Requirements. Could also put Licensure under Qualifications. Let's decide: - About the role: intro. - Responsibilities: duties list. - Requirements: Education & Experience (Bachelor’s preferred, 1-3 years experience). - Qualifications: Licensure/Certification – State Specific Resident Life & Health License required. - Skills: Competencies & Qualifications list. - Benefits: benefits list. - Pay: salary range. Schedule: none -> omit. Now ensure we don't repeat content. Let's extract each piece precisely. About the role paragraph: "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)." We need to keep that exactly. Responsibilities: list items. We'll copy each duty as a separate
• . Ensure we keep the wording. Let's list them: 1. 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). 2. With guidance and supervision, work on client related deliverables of increasing complexity. 3. 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. 4. Identify and declare area of focus/subject matter expertise. 5. Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols. 6. Compliance with CSG’s processes and operating standards. 7. 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. Note: The bullet list under "As part of the client life cycle..." includes many items; we could keep them as sub-items but we can just flatten into
• items. However we need to preserve all info; flattening is okay as long as we keep the text. We'll produce a
  with each duty as
  • . For the sub-bullets we can keep them as separate
  • items as well. Now Requirements: Education & Experience: "Bachelor’s Degree preferred; 1–3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role". We'll put as

    maybe. Qualifications: Licensure/Certification – State Specific Resident Life & Health License required. Skills: list competencies: - 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) - 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 relationships with internal and external stakeholders - Strong oral and written communication skills - Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching