Foundation Risk Partners
Employee Benefits Account Specialist
Foundation Risk Partners, Santa Clarita, California, United States, 91382
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 LBW team in
Valencia, CA .
On-site, Hybrid, and Remote options available.
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 with activities related to marketing, sales, and service of multiple client accounts (Book of Business).
Essential Functions
Assist/support the Account Management and Underwriting Team for all lines of coverage as part of the client life‑cycle (on‑boarding, ongoing support and renewal):
Gather necessary data to fulfill obligations, including outreach to carriers and clients to secure information.
Support the team with preparation, analysis and delivery of materials that make up the deliverable (exhibits, reports and presentations).
Complete assigned implementation tasks associated with client related projects.
Coordinate activities and successfully complete regulatory tasks (e.g. 5500’s, ACA and other notices/disclosures) throughout the year.
Prepare standard and ad‑hoc reports as needed.
Track receipt of deliverables and update the Annual Action Plan to ensure accuracy and timeliness.
Participate (when appropriate) in client meetings/presentations.
At various times throughout the year (e.g., Open Enrollment), prepare and review employee education and communication materials (Benefit Guides).
Assist in the coordination of Open Enrollment activities, including conducting meetings.
Perform necessary steps 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
Knowledge of EASE or Employee Navigator is a plus.
Strong attention to detail, well organized and responsive.
Proficient in MS Office Suite.
Ability to quickly learn new skills.
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.
Willingness to learn regulatory and compliance matters, including healthcare reform.
Education & Experience
Bachelor’s Degree preferred.
State Specific Resident Life & Health License required within six months from hire date.
Compensation This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.
Pay Transparency Range:
$60,000 USD - $80,000 USD
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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Valencia, CA .
On-site, Hybrid, and Remote options available.
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 with activities related to marketing, sales, and service of multiple client accounts (Book of Business).
Essential Functions
Assist/support the Account Management and Underwriting Team for all lines of coverage as part of the client life‑cycle (on‑boarding, ongoing support and renewal):
Gather necessary data to fulfill obligations, including outreach to carriers and clients to secure information.
Support the team with preparation, analysis and delivery of materials that make up the deliverable (exhibits, reports and presentations).
Complete assigned implementation tasks associated with client related projects.
Coordinate activities and successfully complete regulatory tasks (e.g. 5500’s, ACA and other notices/disclosures) throughout the year.
Prepare standard and ad‑hoc reports as needed.
Track receipt of deliverables and update the Annual Action Plan to ensure accuracy and timeliness.
Participate (when appropriate) in client meetings/presentations.
At various times throughout the year (e.g., Open Enrollment), prepare and review employee education and communication materials (Benefit Guides).
Assist in the coordination of Open Enrollment activities, including conducting meetings.
Perform necessary steps 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
Knowledge of EASE or Employee Navigator is a plus.
Strong attention to detail, well organized and responsive.
Proficient in MS Office Suite.
Ability to quickly learn new skills.
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.
Willingness to learn regulatory and compliance matters, including healthcare reform.
Education & Experience
Bachelor’s Degree preferred.
State Specific Resident Life & Health License required within six months from hire date.
Compensation This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.
Pay Transparency Range:
$60,000 USD - $80,000 USD
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.
#J-18808-Ljbffr