Employee Benefits Account Specialist at Foundation Risk Partners

<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a style="font-weight: bold;" href="https://foundationrp.com/">Foundation Risk Partners</a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an </strong><em style="font-weight: bold;">Employee Benefits Account Specialist </em><strong>to their </strong><strong>team. This is a hybrid role, working 3 days a week in our Columbia, MD office.&nbsp;</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">This role is designed to build a strong foundation in employee benefits brokerage and consulting account management, with a focus on group benefits. This position is responsible for developing industry knowledge and essential skills to support the Sales and Account Management team in marketing, sales, and servicing a portfolio of client accounts (Book of Business).</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Key Responsibilities</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Partner closely with the Senior Account Manager and assigned clients to deliver seamless service and support.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Maintain accurate and up-to-date client files and internal systems in accordance with established protocols.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Support pre‑implementation, implementation, and post‑implementation activities to ensure smooth project execution.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Assist with renewal marketing efforts and cost analyses for assigned clients.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Coordinate data collection for reporting needs, including analytical and compliance-related deliverables.</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Essential Functions</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Support the Account Management Team throughout the full client lifecycle (onboarding, ongoing service, and renewal) across all lines of coverage by:</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Collecting required data, including outreach to carriers and clients to obtain necessary information.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Assisting with the preparation, analysis, and delivery of reports, exhibits, and presentations.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Completing assigned implementation tasks for client-related projects.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Provide timely service support to assigned clients.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Coordinating activities and ensuring successful execution of the annual Project Plan for each client.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Preparing standard and ad-hoc reports as needed.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Tracking deliverables and updating the Project Plan to maintain accuracy and timeliness.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Participating in client meetings and presentations when appropriate.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Communicating with carriers and vendors on behalf of clients and the internal team.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to travel to client, carrier and company events.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Active Life &amp; Health license or ability to obtain this license within 6 months of employment.</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Competencies &amp; Qualifications</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Exceptionally detail-oriented, organized, and responsive, with the ability to manage multiple tasks and evolving client needs.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Highly motivated and eager to learn all aspects of insurance and healthcare-related products.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Comfortable working with numbers and data analysis.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Proficient in Microsoft Excel, PowerPoint, and Word.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Quick learner with the ability to adapt to new skills and technologies.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Effective both independently and as part of a collaborative team.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Skilled in relationship-building with clients, colleagues, and industry partners.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Excellent oral and written communication skills.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong multitasking abilities with the composure and resilience to manage multiple clients and tasks under tight deadlines.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Basic understanding of insurance and healthcare concepts with a focus on small and mid market group benefits (2-99).&nbsp;</span></li> </ul> <p>&nbsp;</p><div class="content-conclusion"><p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Disclaimer:</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Equal Employment Opportunity (EEO):</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Benefits: </span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays &amp; 2 floating holidays!</span></p> <p>&nbsp;</p></div>