Full-Time
Employee Benefits Account Manager
Posted on 4/18/2024
Insurance brokerage and consulting services
Junior, Mid
Plantation, FL, USA
- High school diploma or equivalent
- State required insurance license (2-15 or 2-40) or willingness to obtain
- Some college helpful
- 3+ years of insurance agency or benefits carrier experience
- Daily servicing of assigned clients including new and renewal business processing
- Maintenance of exceptional customer relations with the client
- Supporting the Producer assigned to them when needed
- Interacting with new and existing clients as needed on small to medium accounts
- Devising creative solutions to meet client needs as to coverage and costs
- Preparing renewal submissions for marketing
- Collecting and analyzing client information through endorsement requests and general coverage questions
- Assisting the producers for new and existing clients as needed
- Conducting marketing including all steps from preparing a submission to proposing and binding coverage
- Preparing processed policies prior to releasing to the client
- Preparing certificates of insurance with special wording
- Negotiating products and pricing on behalf of the company and clients
- Coordinating Open Enrollment for clients
- Participating in marketing and sales meetings
- Invoicing for all new and renewal business and endorsements
- Preparing finance agreements
- Preparing binders and master certificate for renewals and new business
- Checking policies and endorsements for accuracy before delivery
- Preparing and retaining existing book of business
- Preparing and processing renewals, new policies, and policy changes
- Handling questions, research, and resolving problems
- Preparing account reconciliations for receivables management
- Preparing, maintaining, and verifying client billings/invoices
Foundation Risk Partners is a leading insurance brokerage and consulting firm in the United States, known for its expansive array of insurance coverage options including employee benefits, commercial insurance, personal insurance, and risk management services. The company adopts a robust strategy of strategic acquisitions and organic growth, enhancing its expertise and service range across various regions, making it an ideal workplace for professionals seeking a dynamic and growth-oriented environment. Employees are likely to benefit from continuous learning opportunities and a culture that values deep industry engagement and client-focused innovation.
Company Stage
N/A
Total Funding
$2M
Headquarters
Ormond Beach, Florida
Founded
2017