Strategic Accounts Executive
Garner HealthSalary not specified
Full Time
Junior (1 to 2 years)
Employee Benefits Account Manager at Foundation Risk Partners
New York, New York, United States
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Strong attention to detail, well organized and responsive
- Working knowledge of all aspects of CSG suite of services and available solutions
- Working knowledge of insurance and healthcare related products
- Working knowledge of regulatory and compliance related matters (including healthcare reform)
- 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
Responsibilities
- 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
- 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
- Comply with CSG’s processes and operating standards
- Support the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)
- Define an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
- Prepare 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 communicate and present 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)
- Develop, cultivate and maintain strong client/vendor relationships
- Review employee education and communication materials (i.e., Benefit Guides) at various times throughout the year (i.e., Open Enrollment)
- 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
- Work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan to identify/overcome gaps
- Interact with carriers and vendors on behalf of the client and the team
- Identify and leverage resources appropriate for upsell opportunities
- Reconcile client revenue monthly (BenefitPoint vs. Finance Accrued Revenue)
- Develop new and creative benefit solutions with guidance
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the location for this Employee Benefits Account Manager role?
The position is based in the New York City Metro Region.
What salary or compensation is offered for this position?
This information is not specified in the job description.
What are the key skills required for the Account Manager role?
Key skills include foundational knowledge of the industry, product knowledge, regulatory compliance, effective communication, project management, and strategic account planning.
What does the team structure look like for this position?
The role works closely with the Benefit Consultant, Team Lead, and other team members, with oversight and guidance provided.
What makes a strong candidate for this Account Manager position?
Strong candidates have foundational industry knowledge, the ability to manage client relationships, handle service deliverables, and commit to professional development under team oversight.
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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