Employee Benefits Account Manager

Foundation Risk Partners•Cary, NC

10d

About The Position

Foundation Risk Partners is hiring an Employee Benefits Account Manager for its Acentria team in Cary, North Carolina. The role delivers exceptional service to employee benefits clients by managing policy renewals, adding new policies, implementing resources tailored to client needs, and supporting overall business retention. The account manager works generally independently to inform and educate clients, answer questions, resolve issues, and make decisions about coverage implementation and modifications. The role also partners with producers on new and renewal business strategy, maintains client relationships, verifies policies, and provides guidance to account associates and less experienced account managers as needed. Overtime may be required.

Requirements

Life and Health License.
High school diploma or equivalent required.
Up to 3+ years of account management experience, including group benefits experience.
Strong working knowledge of the insurance brokerage industry, including products, rating, underwriting, coverage, and industry operations.
Excellent verbal and written communication skills.
Proficiency in Word and Excel.
Ability to work with numbers, including basic calculations.
Organizational and time management skills.
Ability to work in a team environment.
Professional appearance and manner.
Self-starter with the ability to be flexible.
High attention to detail.

Nice To Haves

College degree preferred.

Responsibilities

Provide customer service for assigned accounts, including communication with clients, producers, and insurance carriers.
Partner with producers on new and renewal business strategy, including coordinating roles and obtaining information.
Add new policies to meet clients’ needs.
Verify new and renewal policies for accurate ratings, coverage, and other relevant information.
Ensure policies are delivered or mailed to clients in a timely manner.
Serve as the point of contact for assigned clients, maintain open communication, and conduct face-to-face meetings with clients and employees as needed.
Inform and educate clients, answer questions, resolve issues, and make decisions regarding coverage implementation and modifications.
Maintain current knowledge of industry trends, new products, legislation, coverages, and technology.
Provide guidance and direction to account associates and less experienced account managers as needed.
Perform other duties as assigned.
Work overtime as needed.