VP Employee Benefits Account Management Team Lead
About The Position
Foundation Risk Partners is hiring a Vice President, Employee Benefits Account Management Team Lead in Orange, California. This managerial-level, senior client-facing role uses technical expertise and strategic insight to lead and develop account management resources. The Team Lead is accountable for retaining and growing an assigned book of business, collaborating with Sales, ensuring high-quality and timely client deliverables, and building meaningful client relationships. The role provides management oversight across the client lifecycle, including onboarding, ongoing support, and renewal. It ensures that clients have timely, up-to-date annual service delivery calendars aligned with multi-year strategic plans. The Team Lead develops and communicates client strategies and recommendations, monitors results, supports course corrections, reviews team materials for accuracy, resolves client inquiries, contributes to new business opportunities, and supervises client onboarding. The role is also responsible for account profitability and monthly reconciliation of client revenue. The position requires substantial employee benefits account management expertise, strategic planning and team leadership capabilities, knowledge of insurance, healthcare products, and regulatory matters, and strong communication, organization, analytical, and project management skills. A California Resident Life & Health License is required; a bachelor's degree is preferred.
Requirements
- 10 or more years of practical account management experience with a health and welfare carrier or broker.
- At least 2 years of experience coaching, mentoring, or leading projects.
- California Resident Life & Health License required.
- Bachelor's degree preferred.
- Strong attention to detail, organization, and responsiveness.
- Knowledge of the company's services and solutions, insurance and healthcare-related products, and regulatory and compliance matters.
- Thorough understanding of strategy and long-term planning, with the ability to develop strategic plans and manage the client lifecycle for a book of business.
- Ability to lead, develop, and manage a team with varying levels of knowledge, skills, and experience.
- Comfort giving and receiving constructive feedback; ability to delegate, clarify priorities, and meet deadlines and commitments.
- Ability to model complex financial implications of benefit programs and negotiate with insurance carriers.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Ability to work collaboratively and independently, establish deep relationships with stakeholders, and meet deadlines while delegating as needed.
- Strong oral and written communication skills.
- Ability to multitask, remain composed and resilient under pressure, and switch between clients and tasks to meet deadlines.
- Enhanced understanding of general business and financial concepts.
- Ability to create, organize, and manage project plans.
Nice To Haves
- Bachelor's degree.
Responsibilities
- Manage and support the professional development of aligned account management resources.
- Maintain a 94% renewal rate and meet other key performance metrics, including NPS, for an assigned book of business.
- Understand client needs and coordinate solutions that support or enhance client culture, values, mission, and strategic plans.
- Oversee the client lifecycle and ensure annual service delivery calendars are established, updated, and delivered with client input and in alignment with strategic plans.
- Build relationships with senior client personnel and anticipate and address upsell opportunities, concerns, threats, and other factors affecting growth and retention.
- Stay current on industry trends and strategies and provide insight and advice to the team and clients.
- Collaborate with team members and vendors to develop innovative solutions and opportunities.
- Complete training and professional development to strengthen technical and subject-matter expertise.
- Maintain current client files and internal systems in accordance with company protocols and comply with company processes and operating standards.
- Develop client roadmaps by understanding goals, identifying solutions with colleagues, and planning for client needs.
- Prepare and facilitate client deliverables using internal subject-matter experts, tools, standards, and work products to manage expectations.
- Communicate and present findings, analysis, and recommendations in meetings, calls, and emails; set agendas and coordinate follow-up.
- Measure results and advise and support the team in adjusting short- and long-term plans when necessary.
- Understand and communicate the availability of company resources.
- Conduct final peer reviews of team materials to verify the accuracy of information delivered to clients.
- Research, respond to, and resolve client service inquiries, involving more experienced colleagues and resources as needed.
- Participate in new business opportunities and supervise onboarding of new clients, products, and services.
- Interact with carriers and vendors on behalf of clients and the team.
- Manage account profitability and reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue.
Benefits
- Medical, vision, and dental benefit options.
- 401(k) with company match.
- Company-paid life insurance.
- Short-term disability insurance.
- Long-term disability insurance.
- Paid time off 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
Senior
