Sr. Client Service Specialist, Employee Benefits - Insurance Advisory Solutions Mid-Atlantic at Foundation Risk Partners

Leesburg, Virginia, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Employee BenefitsIndustries

Requirements

Ability to provide prompt, efficient, and high-quality service to the Employee Benefits group, Advisors, clients, insurance company partners, and prospects
Capable of building and maintaining colleague relationships
Ability to face new opportunities
Ability to learn and research independently
Concern for accuracy, timeliness, and completion in interactions with clients, the firm, and insurance company partners to minimize errors and omissions claims
Strong organizational skills
High attention to detail

Responsibilities

Manages the open enrollment process, including follow-up, debriefing, and ensuring a smooth process
Leads implementation conference calls on behalf of BKS and the client
System Testing & Support: Tests systems and acts as a backup for the Technology Consultant, including plan buildout
Client Compliance Projects: Manages and oversees compliance projects for clients
Record-Keeping: Demonstrates accurate and complete record-keeping skills
Team & Market Contributions: Contributes to team efficiency, develops templates, and provides support to the market segment
Report Generation: Produces required reports and extracts from agency management systems
Benefits Administration Requests: Handles client requests for benefits administration, including eligibility management (adds, changes, terminations)
Claims Advocacy: Represents clients in claims situations
Enrollment Kit Fulfillment: Prepares and distributes enrollment kits, including revising materials, printing, scheduling meetings, and presenting
Client Meetings: Actively participates in client meetings
External Communications: Generates communications regarding benefits administration, claims, renewals, evidence of insurability, COBRA, and client concerns
Insurance Partner Knowledge: Maintains in-depth knowledge of insurance company partners and their resources
Renewal Process Support: Supports communications and provides printed materials related to the renewal process
Opportunity Identification: Actively seeks opportunities to improve the firm, Business Segment, and market

Skills

Key technologies and capabilities for this role

Open EnrollmentImplementation CallsSystem TestingCompliance ProjectsRecord-KeepingReport GenerationBenefits AdministrationEligibility ManagementClaims AdvocacyEnrollment KitsClient Meetings

Questions & Answers

Common questions about this position

What is the salary for the Sr. Client Service Specialist position?

This information is not specified in the job description.

Is this position remote or does it require office work?

This information is not specified in the job description.

What key skills are needed for this role?

The role requires strong organizational skills, high attention to detail, accurate record-keeping, and the ability to build colleague relationships while learning independently.

What is the company culture like at Baldwin Risk Partners?

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm focused on providing high-quality service and risk management solutions.

What makes a strong candidate for this position?

Strong candidates demonstrate concern for accuracy, timeliness, and completion, with excellent organizational skills, attention to detail, and the ability to manage client processes independently while contributing to team efficiency.

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

Sr. Client Service Specialist, Employee Benefits - Insurance Advisory Solutions Mid-Atlantic at Foundation Risk Partners

Requirements

Responsibilities

Skills

Questions & Answers

Foundation Risk Partners

About Foundation Risk Partners

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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