Employee Benefits Account Specialist
Posted 2 months ago
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:
Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).
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. BenfitPoint 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, well organized and responsive,
- Strong desire and willingness to learn all aspects of:
- CSG suite of services and available solutions
- Insurance and healthcare related products
- Regulatory and compliance related matters (including healthcare reform)
- Very comfortable with numbers
- Proficient in Microsoft Excel, PowerPoint, Word and Publisher
- Ability to quickly learn new skills
- Comfortable working independently as well as in a team environment
- Ability to establish relationships
- 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
- Basic understanding of insurance and healthcare.
Education & Experience:
- Education - High School Diploma, Bachelor’s Degree preferred.
- Experience – Entry level position requiring no previous job experience
- Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire.
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.
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!
Other open roles at Corporate Synergies(4)
Corporate Synergies (CSG), a Foundation Risk Partners Company, is a nationally recognized employee benefits broker headquartered in Camden, NJ, with regional offices located throughout the U.S., including Albany, Baltimore, Boston, Charlotte, Daytona, Los Angeles, Maitland, Melville, New York City, Newark, Orlando, Ormand Beach, Pasadena, Philadelphia, Princeton, Salt Lake City, Trenton, Washington DC, Wilmington & more. CSG specializes in helping employers design, manage & optimize employee benefits programs through a boutique, high-touch approach. Employer-focused support services include: benefits compliance consulting to avoid fines & penalties, benefits program design & management for strategic planning, benefits administration & technology for plan implementation/employee enrollment & reporting. Aligned participant-focused support is offered through health advocacy from BenefitsVIP(R), award-winning employee wellness campaigns & employee benefits education & communication programs. Acting as an extension of human resources (HR) teams, Corporate Synergies offers tailored solutions that improve both employee engagement & healthcare outcomes. With access to all lines of insurance (including Property & Casualty) through Foundation Risk Partners' agencies, CSG provides employers with comprehensive insurance coverage options that address cost control, regulatory compliance, employee productivity & wellness, with health products spanning medical, dental, vision, employee assistance programs (EAP) for mental health & substance abuse & voluntary insurances, like critical illness, accident, telehealth, fertility/family planning, fitness, pet insurance, identity (ID) theft, disability, life, student loan assistance & more. The website is a robust resource for HR & Finance teams, including published industry articles written by our employee benefits experts, benefits compliance alerts/news, client case studies & continuing education (CE) events accredited by SHRM & HRCI.
Key team members
Bonni Kersh
Andrew Bloom
Luray Tobar
Jeff Miller
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