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About the Role
The Account Specialist provides an excellent opportunity to launch a career in employee benefits consulting. In this role, you will gain hands-on experience supporting Sales, Account Management, and Underwriting teams while building expertise in client service, account management, and benefits consulting.
Responsibilities
- Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.
- Support pre-renewal, renewal, and post-renewal activities, as well as wellness initiatives.
- Coordinate data gathering for reporting efforts, including analytical and compliance reporting.
- Complete training and professional development to understand the industry and CSG.
- Gather necessary data to fulfill obligations, including outreach to carriers and clients.
- Support the preparation, analysis, and delivery of materials such as exhibits, reports, and presentations.
- Complete assigned implementation tasks for client-related projects.
- Coordinate activities and complete regulatory tasks, including 5500s, ACA, and other notices/disclosures.
- Prepare standard and ad-hoc reports as needed.
- Track deliverable receipt and update the Annual Action Plan for accuracy and timeliness.
- Participate in client meetings and presentations when appropriate.
- Prepare and review employee education and communication materials, such as Benefit Guides, during Open Enrollment.
- Assist in coordinating Open Enrollment activities, including conducting meetings.
- Maintain internal systems (BenefitPoint and Oracle) and client files according to data standards.
- Perform necessary steps, including follow-up, to resolve client service, claim issues, or administrative concerns.
- Interact with carriers and vendors on behalf of the client and team.
Requirements
- Strong attention to detail, organization, and follow-through.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Comfortable working both independently and collaboratively.
- Eager to learn employee benefits, regulatory and compliance matters, including healthcare reform.
- Proficient in Microsoft Office Suite.
- Ability to build strong relationships with clients, carriers, and team members.
- Basic understanding of insurance or healthcare is a plus.
- State Specific Resident Life & Health License is required within six months from date of hire.
Skills
- Client service
- Account management
- Benefits consulting
- Data gathering
- Reporting
- Microsoft Office Suite
Location
- New York Metro Region
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- Bachelor’s Degree preferred
Salary/Compensations
- $65,000—$75,000 USD
Benefits
- Comprehensive health-related benefit options including medical, vision, and dental.
- 401(k) with company match.
- Company-paid life insurance.
- Short-term disability (STD).
- Long-term disability (LTD).
- Generous PTO policy starting at 18 days per year.
- 10 paid holidays.
- 2 floating holidays.
About the Company
- Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.
Equal Opportunity
- 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.