Sr Benefits Technology Specialist - Insurance Advisory Solutions at Foundation Risk Partners

Irvine, California, United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee BenefitsIndustries

Requirements

  • Not specified

Responsibilities

  • Manages day-to-day needs of the EBG Tech team as first point of contact for questions and escalated issues
  • Leads group project management and implementation
  • Provides direct support to Director of Benefits Software
  • Performs new partnership onboarding and training
  • Builds and customizes Eligibility Management System to client specifics for assigned group and/or locations, maintains knowledge of system capabilities
  • Assists in monitoring technology email and manages complex issues from clients and EBG Team
  • Develops and maintains systems training materials and workflow processes within the eligibility management system; conducts system trainings for assigned clients and internal colleagues
  • Manages e-learning library and offboarding process from our eligibility management system
  • Performs in-depth system audits
  • Provides contracted support (i.e. EN maintenance)
  • Assists colleagues and/or client to resolve and monitor program data and/or reporting issues
  • Identifies and defines insurance partners or vendors accepted EDI file specifications and format
  • Manages multiple EDI and Data Exchange File Implementations while maintaining timeliness and communication with Employee Benefits team and insurance partners for assigned group and/or locations
  • Conducts transactional and system analysis

Skills

Project Management
EDI Implementation
Eligibility Management System
System Audits
Training Development
Onboarding
Workflow Processes
Data Exchange
System Customization

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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