Strategic Accounts Director
Garner HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Sr. Client Service Specialist, Employee Benefits - Insurance Advisory Solutions Mid-Atlantic at Foundation Risk Partners
Leesburg, Virginia, United States
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
Open Enrollment
Implementation Calls
System Testing
Compliance Projects
Record-Keeping
Report Generation
Benefits Administration
Eligibility Management
Claims Advocacy
Enrollment Kits
Client Meetings
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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