Foundation Risk Partners

Foundation Risk Partners

Employee Benefits Account Specialist

Camden, New Jersey, United States · Junior

Sponsorship not specifiedDetected 7 days ago
Account ManagementCommunicationPublic SpeakingUnderwriting

About the role

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

Responsibilities

  • Maintain up-to-date client files/internal systems in accordance with CSG's standard protocols
  • Maintain internal systems (i.e. BenefitPoint 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

Requirements

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Compensation

  • Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials

Benefits

  • Support the various pre-renewal/renewal/post-renewal and wellness activities
  • 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:
  • At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).

Company info

  • As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the
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This listing is sourced directly from Foundation Risk Partners's careers page and normalized into a canonical job model.