Employee Benefits Account Specialist
About The Position
Foundation Risk Partners is hiring an Employee Benefits Account Specialist for its Corporate Synergies team in the New York Metro Region. This role offers an opportunity to begin a career in employee benefits consulting through hands-on support for Sales, Account Management, and Underwriting teams, while developing expertise in client service, account management, and benefits consulting. The specialist supports clients throughout onboarding, ongoing service, and renewal. Responsibilities include gathering information, preparing and delivering reports and other client materials, completing implementation and regulatory tasks, coordinating open enrollment activities, maintaining client files and internal systems, and helping resolve service or claims inquiries. The role also includes professional development and participation in client meetings and presentations when appropriate.
Requirements
- Strong attention to detail, organization, and follow-through.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Ability to work independently and collaboratively.
- Eagerness to learn about employee benefits, regulatory and compliance matters, and healthcare reform.
- Proficiency in Microsoft Office Suite.
- Ability to build strong relationships with clients, carriers, and team members.
- Obtain a state-specific Resident Life & Health License within six months of hire.
Nice To Haves
- Basic understanding of insurance or healthcare.
- Bachelor’s degree preferred.
Responsibilities
- Maintain current client files and internal systems according to company protocols and data standards.
- Support pre-renewal, renewal, post-renewal, and wellness activities.
- Coordinate data gathering for analytical, compliance, and other reporting efforts.
- Complete training and professional development to build understanding of the industry and Corporate Synergies.
- Gather information needed to fulfill client obligations, including contacting carriers and clients.
- Support the Account Management and Underwriting teams in preparing, analyzing, and delivering client materials, including exhibits, reports, and presentations.
- Complete assigned implementation tasks for client-related projects.
- Coordinate and complete regulatory tasks throughout the year, including Form 5500s, ACA requirements, and other notices and disclosures.
- Prepare standard and ad hoc reports as needed.
- Track deliverables and update the Annual Action Plan to ensure materials are accurate and timely.
- Participate in client meetings and presentations when appropriate.
- Prepare and review employee education and communication materials, including benefit guides, particularly during open enrollment.
- Assist with coordinating open enrollment activities, including conducting meetings.
- Follow up as needed to help resolve client service or claims issues, inquiries, and administrative concerns.
- Interact with carriers and vendors on behalf of clients and the team.
Benefits
- Medical, vision, and dental benefit options.
- 401(k) with company match.
- Company-paid life insurance.
- Short-term disability and long-term disability coverage.
- PTO starting at 18 days per year.
- 10 paid holidays and 2 floating holidays.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
