Employee Benefits Account Specialist at Corporate… · New York

Summary: Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, seeking an Employee Benefits Account Specialist for their Corporate Synergies team in the New York Metro Region. This entry-level position is responsible for developing industry knowledge and supporting Sales, Account Management, and Underwriting teams with various activities related to client accounts. Responsibilities: - Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols - Support the various pre-renewal/renewal/post-renewal and wellness activities - Coordinate data gathering for reporting efforts (analytical, compliance, etc.) - Complete training/professional development to gain understanding of the industry and CSG - As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by: - Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information) - Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations) - Completing/fulfilling assigned implementation tasks associated with client related projects - Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year - Prepare standard and ad-hoc reports (as needed) - Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials - Participating (whenever appropriate) in client meetings/presentations - At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides) - Assist in the coordination Open Enrollment activities (includes conducting meetings) - Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements - Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns - Interact with carriers and vendors on behalf of the client and the team Required Qualifications: - Strong attention to detail, well organized and responsive - Strong desire and willingness to learn all aspects of CSG suite of services and available solutions - Strong desire and willingness to learn all aspects of insurance and healthcare related products - Strong desire and willingness to learn all aspects of regulatory and compliance related matters (including healthcare reform) - Very comfortable with numbers - Proficient in Microsoft Excel, PowerPoint, Word and Publisher - Ability to quickly learn new skills - Comfortable working independently as well as in a team environment - Ability to establish relationships - Strong oral and written communication skills - Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines - Basic understanding of insurance and healthcare - Education - High School Diploma, Bachelor's Degree preferred - Experience – Entry level position requiring no previous job experience - Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire Preferred Qualifications: - Bachelor's Degree Required Skills: Insurance knowledge, Regulatory compliance, Data analysis Important Skills: Microsoft Excel, Client communication Nice-to-Have Skills: Multi-tasking, Learning agility Benefits: Comprehensive range of health-related benefit options including medical, vision, and dental, 401(k) with company match, Company paid life insurance, STD, LTD, Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays