Strategic Accounts Director
Garner HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Sr. Client Manager, Employee Benefits - IAS West Region (Seattle) at Foundation Risk Partners
Seattle, Washington, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee BenefitsIndustries
Requirements
- Obtain and maintain state insurance license
- Technical resource for clients, advisors, insurance company partners, and prospects
- Prompt, efficient, and high-quality service
- Strong organizational skills with high attention to detail
- Knowledge of ACA and benefits compliance
- Ability to analyze claims data and identify trends
- Relationship building with insurance company partners
Responsibilities
- Manages all policy activity and stewardship aspects in book of business
- Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks
- Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of ACA
- Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations
- Conducts effective enrollment meetings as needed with prepared collaterals
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail
- Manages some house accounts without assistance from leadership and/or an Advisor
- Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal
- Cultivates strong relationships with insurance company partners
- Knows the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
- Presents risks to the insurance marketplace for quoting, as needed
- Receives phone calls and email requests for options and changes to existing coverage and/or new policies
- Meets with clients at the firm office or occasionally at their place of business
- Looks for opportunities to improve the firm, Business Segment and processes
- Brings issues and discrepancies to the attention of appropriate leadership
Skills
Employee Benefits
ACA Compliance
Claims Analysis
Policy Management
Risk Management
Insurance Proposals
Enrollment Meetings
Data Analysis
Industry Benchmarks
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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