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 team in a hybrid role, working 3 days a week in the Columbia, MD office. This role is designed to build a strong foundation in employee benefits brokerage and consulting account management, with a focus on group benefits.

Responsibilities

• Partner closely with the Senior Account Manager and assigned clients to deliver seamless service and support.
• Maintain accurate and up-to-date client files and internal systems in accordance with established protocols.
• Support pre-implementation, implementation, and post-implementation activities to ensure smooth project execution.
• Assist with renewal marketing efforts and cost analyses for assigned clients.
• Coordinate data collection for reporting needs, including analytical and compliance-related deliverables.
• Support the Account Management Team throughout the full client lifecycle (onboarding, ongoing service, and renewal) across all lines of coverage by:
  • Collecting required data, including outreach to carriers and clients to obtain necessary information.
  • Assisting with the preparation, analysis, and delivery of reports, exhibits, and presentations.
  • Completing assigned implementation tasks for client-related projects.
• Provide timely service support to assigned clients.
• Coordinate activities and ensure successful execution of the annual Project Plan for each client.
• Prepare standard and ad-hoc reports as needed.
• Track deliverables and update the Project Plan to maintain accuracy and timeliness.
• Participate in client meetings and presentations when appropriate.
• Communicate with carriers and vendors on behalf of clients and the internal team.
• Travel to client, carrier, and company events as needed.

Requirements

• Active Life & Health license or ability to obtain this license within 6 months of employment.
• Exceptionally detail-oriented, organized, and responsive, with the ability to manage multiple tasks and evolving client needs.
• Highly motivated and eager to learn all aspects of insurance and healthcare-related products.
• Comfortable working with numbers and data analysis.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Quick learner with the ability to adapt to new skills and technologies.
• Effective both independently and as part of a collaborative team.
• Skilled in relationship-building with clients, colleagues, and industry partners.
• Excellent oral and written communication skills.
• Strong multitasking abilities with the composure and resilience to manage multiple clients and tasks under tight deadlines.
• Basic understanding of insurance and healthcare concepts with a focus on small and mid-market group benefits (2-99).

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental.
• 401(k) with company match.
• Company-paid life insurance, short-term disability (STD), and long-term disability (LTD).
• Generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.