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Employee Benefits Account Specialist

Apex, North Carolina, United States; Cary, North Carolina, United States

 

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their Acentria team in Apex and Cary, NC. 

Job Summary:

Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).

Essential Functions:

  • Maintain up-to-date client files/internal systems in accordance with Foundation Risk Partners (FRP)’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 FRP.
  • As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management 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 yea
    • Prepare standard and ad-hoc reports (as needed) o Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of material
    • Participating (whenever appropriate) in client meetings/presentation
  • 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 and client files in accordance with FRP’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.

Competencies & Qualifications: 

  • Strong attention to detail, well organized and responsive
  • Strong desire and willingness to learn all aspects of: 
    • Insurance and health related products
    • Regulatory and compliance related matters (including healthcare reform)
  • Proficient in Microsoft Excel, PowerPoint and Word 
  • 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 & Experience:

  • Bachelor’s Degree preferred
  • Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire

 

Why settle for less, come work for the best!

As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years!  Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home. 

Disclaimer:

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.

Equal Employment Opportunity (EEO):

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.

Benefits:

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 & 2 floating holidays!

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