Account Manager

Corporate Synergies•New York, NY

10d•$90,000 - $120,000

About The Position

Foundation Risk Partners is hiring an Employee Benefits Account Manager for its Corporate Synergies team in the New York City Metro Region. This client-facing role manages day-to-day service activities for an assigned book of business and works with Sales, Account Management, and Underwriting to support client retention, satisfaction, and growth through proactive relationship management and service delivery. With oversight from a Benefit Consultant and Team Lead, the Account Manager supports client lifecycle deliverables, including onboarding, ongoing service, and renewals. The role works across all lines of coverage and products, helps develop strategic plans and annual service calendars, prepares and presents client materials, responds to inquiries, and maintains client records and internal systems. The Account Manager also supports account planning, carrier and vendor interactions, revenue reconciliation, and the development of benefit solutions and upsell opportunities, with guidance as needed.

Requirements

At least 3 years of practical account management experience with a health and welfare carrier or broker.
State-specific Resident Life & Health License.
Strong attention to detail; well organized and responsive.
Ability to model financial implications of benefit programs.
Comfort negotiating with insurance carriers.
Ability to identify problems and develop effective solutions.
Proficiency in Microsoft Office Suite.
Ability to learn new skills quickly.
Ability to work collaboratively and independently, meet deadlines, and delegate when necessary.
Ability to build relationships with internal and external stakeholders.
Strong oral and written communication skills.
Ability to multitask and remain composed and resilient under pressure while switching between clients and tasks.
Basic understanding of general business and financial concepts.
Ability to create, organize, and manage a project plan.
Basic understanding of strategy and long-term planning.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Manage client lifecycle deliverables, with oversight from the Benefit Consultant and Team Lead, to support retention of an assigned book of business.
Work on client deliverables of increasing complexity with guidance and supervision.
Complete training and professional development in areas including strategic account planning, communication, and project management, and identify an area of focus or subject-matter expertise.
Maintain current client files and internal systems according to company standards, processes, and data requirements.
Support the Team Lead in understanding client goals and developing multi-year strategic plans.
Define annual service delivery calendars aligned with client strategic plans.
Prepare and deliver client materials using team expertise, tools, and established work products, ensuring timely delivery and clear management of expectations.
Communicate and present findings, analysis, and recommendations in meetings, calls, and emails; set agendas and coordinate follow-up.
Prepare standard and ad hoc reports and other client projects as needed.
Develop and maintain strong client and vendor relationships.
Review employee education and communication materials, such as benefit guides, during periods including Open Enrollment.
Research, respond to, and resolve client inquiries and service issues, involving more experienced team members when necessary.
Manage client stakeholder contact information for client satisfaction and thought leadership activities.
Work with the Team Lead and Producer to create, review, update, and manage the Internal Account Plan to identify and address gaps.
Interact with carriers and vendors on behalf of clients and the team.
Identify and leverage resources for upsell opportunities.
Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue.
Develop new benefit solutions with guidance.