Solution Sales RVP, Lightpath Employer
VerilySalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Employee Benefits Account Specialist at Foundation Risk Partners
Columbia, Maryland, United States
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee BenefitsIndustries
Requirements
- 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)
- 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
- Bachelor’s Degree preferred
- State Specific Resident Life & Health License is required within six months from date of hire
Responsibilities
- 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 obligations (including outreach to carriers and client to secure information)
- Support the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations)
- Complete/fulfill assigned implementation tasks associated with client related projects
- Coordinate activities and successfully complete regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year
- Prepare standard and ad-hoc reports (as needed)
- Track receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials
- Participate (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 of Open Enrollment activities (includes conducting meetings)
- Maintain internal systems (i.e. BenefitPoint 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
Skills
Employee Benefits
Insurance Brokerage
Account Management
Underwriting Support
Data Gathering
Reporting
Compliance
ACA
Form 5500
Renewal Processes
Client Onboarding
Presentations
Regulatory Tasks
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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