Senior Employee Benefits Account Manager

Corporate Synergies•New York, NY

13d•$115,000 - $130,000

About The Position

Foundation Risk Partners is hiring a Senior Employee Benefits Account Manager for its Corporate Synergies team in the New York City Metro Region. This client-facing role provides service and strategic guidance, working with Sales, Account Management, and Underwriting teams to develop and execute account strategies that support client retention, satisfaction, and growth. The role manages client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead, contributing to retention of a book of business. The account manager supports onboarding, ongoing service, and renewals across lines of coverage and products; prepares client materials and reports; communicates findings and recommendations; and builds client and vendor relationships. The position also maintains client records and internal systems, addresses service inquiries, supports account planning, identifies upsell opportunities, and reconciles client revenue monthly. The position requires at least five years of practical account management experience with a health and welfare carrier or broker and a State Specific Resident Life & Health License. A bachelor’s degree is preferred. The stated salary range is $115,000–$130,000 USD, with actual salary varying based on factors including performance, location, and experience.

Requirements

At least 5 years of practical account management experience with a health and welfare carrier or broker.
State Specific Resident Life & Health License required.
Strong attention to detail and organizational skills.
Ability to analyze benefits data and model financial impacts.
Skill in carrier negotiations and problem-solving.
Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
Strong project management and multitasking abilities.
Ability to build relationships and communicate effectively with clients and stakeholders.
Ability to work independently and collaboratively in a fast-paced environment.
Understanding of client business objectives, industry trends, and cost drivers to develop strategic solutions.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Manage client life-cycle deliverables, with oversight from the Benefit Consultant and Team Lead, to support retention of a book of business.
Work with the team on day-to-day service deliverables for all lines of coverage and products during onboarding, ongoing support, and renewal.
Support the Team Lead in understanding client goals and developing a multi-year strategic plan.
Define an annual service delivery calendar aligned with the multi-year strategic plan.
Prepare client deliverables using team expertise, available tools, and established standards to manage expectations and provide materials on time.
Communicate and present findings, analysis, and recommendations in meetings, calls, and emails, including setting agendas and arranging follow-up.
Prepare standard and ad-hoc reports and other client-related projects as needed.
Develop and maintain strong client and vendor relationships.
Review employee education and communication materials, such as benefit guides, at relevant times of the year, including Open Enrollment.
Research, respond to, and resolve client inquiries and service issues independently, involving more experienced team members and resources when necessary.
Maintain internal systems, including BenefitPoint and Oracle, and client files according to data standards and filing requirements.
Manage contact information for client stakeholders for Client Satisfaction (NPS) and Thought Leadership purposes.
Work with the Team Lead and Producer to create, periodically review, update, and manage the Internal Account Plan to identify and overcome gaps.
Interact with carriers and vendors on behalf of clients and the team.
Identify and leverage appropriate resources for upsell opportunities.
Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue.
Develop new and creative benefit solutions with guidance.
Complete necessary training and professional development, identify an area of focus or subject matter expertise, and comply with company processes and operating standards.