Sr. Technology Analyst, Employee Benefits-Insurance Advisory So at Foundation Risk Partners

Chattanooga, Tennessee, United States

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

Requirements

  • (Details are missing in the provided job description)

Responsibilities

  • Builds and customizes Eligibility Management System to client specifics for groups with less than 20 employees and/or less than 5 plan types
  • Manages multiple Data Exchange File Implementations taking full responsibilities for timeliness and communication with EBG service team and insurance partners for assigned groups with less than 20 employees and/or less than 5 plan types
  • Manages onboarding and/or transition process from our eligibility management system for all groups and access within the Eligibility Management System
  • Maintains knowledge of Eligibility Management System capabilities
  • Conducts Management System training for assigned clients
  • Collects enrollment data and enters into various insurance company eligibility systems
  • Monitors insurance partner files and addresses any discrepancies identified in the reports for assigned clients
  • Conducts tests in eligibility management system after new implementations and renewals
  • Maintains monthly enrollment spreadsheet for assigned third-party vendors
  • Assists colleagues and/or clients to resolve and monitor program data and reporting issues
  • Documents all activity in on-line client file to ensure quality and responsiveness
  • Conducts and assigns various Eligibility Auditing of select accounts such as monthly reports, post-renewal audits, and system to system discrepancy reports
  • Monitors technology email and manages basic questions and concerns from our clients
  • Identifies client training opportunities related to policy and eligibility management
  • Aids in analyzing, evaluating and prioritizing requirements to deliver business process or automated application solutions, including end user acceptance testing of automation
  • Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims
  • Acts as secondary resources to the Employee Benefits Team and/or clients
  • Acts as back-up support to the Employee Care Center
  • Cultivates strong relationships with insurance company partners and is responsible for knowing carrier requirements and attributes
  • Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to attention

Skills

Eligibility Management System
Data Exchange Implementation
Client Onboarding
System Customization
Enrollment Data Entry
Insurance Eligibility Systems
File Monitoring
Discrepancy Resolution
System Testing
Excel Spreadsheets
Client Training

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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