VP Employee Benefits Account Management Team Lead

Foundation Risk Partners • Orange, CA

9d

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, strategic insight, and leadership skills to develop and direct Account Management Resources. The Team Lead is accountable for retaining and growing multiple assigned client accounts, collaborating with Sales, ensuring timely and high-quality team deliverables, and building meaningful client relationships.

The role oversees the client lifecycle, including onboarding, ongoing support, and renewal. It ensures each client has a timely, client-approved annual service delivery calendar aligned with a multi-year strategic roadmap. The Team Lead works with clients and internal resources to understand goals, develop solutions and plans, coordinate deliverables, communicate recommendations, measure results, and adjust plans as needed. The position is accountable for a 94% renewal rate and other performance metrics, including NPS, as well as account profitability and monthly revenue reconciliation.

The Team Lead also reviews team materials for accuracy, resolves service issues, participates in new business opportunities, supervises onboarding, and interacts with carriers and vendors. The position requires broad knowledge of employee benefits, insurance and healthcare products, regulatory and compliance matters, client strategy, and financial implications of benefit programs. 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.
• Strong attention to detail; organized and responsive.
• Knowledge of the company’s suite of services and available 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 all aspects of the client lifecycle for a book of business.
• Ability to lead, develop, and manage team members 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, meet deadlines, and delegate as needed.
• Ability to establish meaningful, deep relationships with internal and external stakeholders.
• Strong oral and written communication skills.
• Ability to multitask and remain composed and resilient under pressure while switching among clients and tasks.
• Enhanced understanding of general business and financial concepts.
• Ability to create, organize, and manage project plans.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Manage and develop aligned Account Management Resources.
• Be accountable for a 94% renewal rate and other key performance metrics, including NPS, for an assigned book of business.
• Understand client needs and coordinate solutions that support clients’ culture, values, mission, goals, and strategic plans.
• Oversee the client lifecycle and ensure clients have timely annual service delivery calendars with expectations appropriately set and met.
• Build relationships with senior client personnel and anticipate and address upsell opportunities, concerns, threats, and other factors affecting account growth and retention.
• Keep up to date with 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 maintain and expand 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 and maintain client strategic plans and service delivery roadmaps in collaboration with team members.
• Coordinate and prepare client deliverables using internal subject matter experts, tools, standards, and work products.
• Communicate and present findings, analyses, and recommendations in meetings, calls, and emails; set agendas and arrange appropriate follow-up.
• Measure results and advise and support the team in adjusting short- and long-term plans when needed.
• Understand and communicate the availability of company resources.
• Conduct final peer reviews of team materials to ensure accuracy before delivery to clients.
• Research, respond to, and resolve client inquiries and service issues, involving more experienced team members and resources when appropriate.
• 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.
• Delegate work, clarify priorities, and manage projects to meet deadlines and commitments.
• Model complex financial implications of benefit programs and negotiate with insurance carriers.

Benefits

• Medical, vision, and dental benefit options.
• 401(k) with company match.
• Company-paid life insurance.
• Short-term disability insurance.
• Long-term disability insurance.
• Generous paid time off policy starting at 18 days per year.
• 10 paid holidays and 2 floating holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior