Employee Benefits Account Specialist

Corporate Synergies • Columbia, MD

16h • Onsite

About The Position

The Account Specialist is an entry-level position at Foundation Risk Partners, specifically within their Corporate Synergies team in Columbia, MD. This role is crucial for developing a strong foundation in employee benefits brokerage and consulting. The specialist is responsible for acquiring the necessary industry knowledge and skills to support Sales, Account Management, and Underwriting teams. This support involves various activities related to the marketing, sales, and service of multiple client accounts (Book of Business). Key duties include assisting with the client life-cycle (on-boarding, ongoing support, and renewal) for all lines of coverage, gathering data, preparing analytical materials, completing implementation tasks for client projects, coordinating regulatory tasks (like 5500s, ACA, notices/disclosures), preparing reports, tracking deliverables, and participating in client meetings. The role also involves preparing and reviewing employee education and communication materials, assisting with Open Enrollment activities, maintaining internal systems and client files, resolving client service/claim issues, and interacting with carriers and vendors.

Requirements

• Strong attention to detail, well organized and responsive.
• Strong desire and willingness to learn all aspects of CSG suite of services and available solutions.
• Strong desire and willingness to learn all aspects of insurance and healthcare related products.
• Strong desire and willingness to learn all aspects of regulatory and compliance related matters (including healthcare reform).
• Very comfortable with numbers.
• Proficient in Microsoft Excel, PowerPoint, Word and Publisher.
• Ability to quickly learn new skills.
• Comfortable working independently as well as in a team environment.
• Ability to establish relationships.
• Strong oral and written communication skills.
• Ability to multi-task and demonstrate composure/resilience under pressure.
• Comfortable switching between clients and tasks to meet deadlines.
• Basic understanding of insurance and healthcare.
• High School Diploma.
• State Specific Resident Life & Health License is required within six months from date of hire.

Nice To Haves

• Bachelor’s Degree preferred.

Responsibilities

• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.
• Support the various pre-renewal/renewal/post-renewal and wellness activities.
• Coordinate data gathering for reporting efforts (analytical, compliance, etc.).
• Complete training/professional development to gain understanding of the industry and CSG.
• Gather all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information).
• Support the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations).
• Complete/fulfill assigned implementation tasks associated with client related projects.
• Coordinate activities and successfully complete regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year.
• Prepare standard and ad-hoc reports (as needed).
• Track receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials.
• Participate (whenever appropriate) in client meetings/presentations.
• Prepare and review employee education and communication materials (i.e. Benefit Guides) at various times throughout the year (i.e. Open Enrollment).
• Assist in the coordination Open Enrollment activities (includes conducting meetings).
• Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements.
• Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.
• Interact with carriers and vendors on behalf of the client and the team.

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental.
• 401(k) with company match.
• Company paid life insurance.
• STD (Short-Term Disability).
• LTD (Long-Term Disability).
• Generous PTO policy starting at 18 days per year.
• 10 paid holidays.
• 2 floating holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees