Employee Benefits Group Account Manager
| Company | Foundation Risk Partners |
|---|---|
| Location | Apex, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Excellent verbal and written communication skills
- Proficient in Microsoft Word and Excel
- Comfortable working with numbers and performing basic calculations
- Strong organizational and time management skills
- Team-oriented with a collaborative mindset
- Self-motivated and adaptable to changing priorities
- High attention to detail and accuracy
- Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverage and industry operations
Responsibilities
- Manage and service a portfolio of employee benefits clients, serving as the primary point of contact for all service-related needs
- Coordinate and execute policy renewals, additions, and coverage modifications to align with client goals
- Build and maintain strong client relationships through proactive communication and scheduled meetings, including client and employee education sessions
- Review and verify new and renewal policies for accuracy in rating, coverages, and terms
- Collaborate with producers on strategy and planning for both new business and renewals
- Deliver exceptional customer service in partnership with insurance carriers and internal teams
- Interacts with others effectively and professionally by utilizing excellent communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency
- Stay current on employee benefits trends, products, compliance regulations, and technology advancement
Preferred Qualifications
- 3 years of account management experience preferred
- Life & Health Insurance License
- College degree preferred
- Working knowledge of Employee Navigator preferred