Strategic Accounts Director
Garner HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Senior Employee Benefits Account Manager at Foundation Risk Partners
Camden, New Jersey, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Brokerage, ConsultingIndustries
Requirements
- Strong attention to detail, well organized and responsive
- Strong working knowledge of all aspects of CSG suite of services and available solutions
- Strong working knowledge of insurance and healthcare related products
- Strong working knowledge of all regulatory and compliance related matters (including client impact/applicability)
- Ability to model complex financial implications from benefit solutions
- Experienced/technically proficient in strategic account planning, effective communication, and project management
- Foundational knowledge with ability to complete necessary training and professional development to develop technical and subject matter expertise
Responsibilities
- Autonomously manage the client life-cycle deliverables (of increasing complexity) with guidance from the Benefit Consultant and Team Lead to ensure successful retention of a Book of Business (94% Renewal Rate)
- With guidance from the Team Lead and Producer, lead account strategy/direction
- Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols
- Comply with CSG’s processes and operating standards
- Identify a client’s goals/objectives and work with the team lead to develop a multi-year strategic plan (roadmap)
- Define an annual service delivery calendar (life-cycle) in support of the multi-year strategic plan
- Prepare various deliverables by leveraging team member expertise, available tools, established standards/work products to manage client expectations and ensure timely delivery
- Effectively communicate and present findings, analysis, and recommendations in meetings/calls/emails (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 (e.g., Benefit Guides) during periods like Open Enrollment
- Research, respond, and/or resolve client inquiries/service-related issues independently, involving team members, subject matter experts, and resources when necessary
- Maintain internal systems (e.g., BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements
- Ensure contact information for all client stakeholders is appropriately managed for 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
- Act as a resource and provide updates to team members (e.g., in team meetings) related to concentration/subject matter expertise
Skills
Account Management
Employee Benefits
Strategic Planning
Project Management
Client Lifecycle Management
Renewal Management
Compliance
Underwriting Support
Onboarding
Service Delivery
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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