Strategic Accounts Director
Garner HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Client Manager, Employee Benefits - Insurance Advisory Solutions at Foundation Risk Partners
Irvine, California, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Strong organizational skills with high attention to detail
- Knowledge of the requirements and attributes of all insurance company partners
- In-depth knowledge of insurance company partners and their websites
Responsibilities
- Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage
- Compliance alerts and updates
- 5500 filings
- Plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.)
- Open Enrollment preparation and execution
- Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations
- Manage all policy activity aspects of assigned accounts
- Present risks to the insurance marketplace for quoting, as needed
- Communicate clear expectations to the client regularly, professionally, and proactively
- Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail
- Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues
- Conduct effective enrollment meetings, as needed with prepared collateral
- Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client
- Cultivate strong relationships with clients and insurance company partners
- Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website
- Prepare all client presentations, including claim reports and renewal details
- Prepare client data for marketing efforts to seek alternative coverages and plans
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for the Client Manager position?
This information is not specified in the job description.
Is this a remote position or what is the location requirement?
This information is not specified in the job description.
What skills are needed for this Client Manager role?
This information is not specified in the job description.
What is the company culture like at The Baldwin Group?
The company takes a holistic and tailored approach to insurance and risk management, with a mission to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to clients.
What makes a strong candidate for this Client Manager role?
Strong candidates should demonstrate strong organizational skills with high attention to detail, the ability to cultivate strong relationships with clients and insurance partners, and proficiency in managing client service calendars, compliance, plan documentation, and presentations.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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