Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Benefits Specialist to their Corporate Synergies team in the Philadelphia Metro Region.  

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 CSG’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 CSG.  
• 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:  
  • 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 year 
  • Prepare standard and ad-hoc reports (as needed) 
  • Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials 
  • Participating (whenever appropriate) in client meetings/presentations 
• 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 (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.   
• 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: 
• CSG suite of services and available solutions  
  • Insurance and healthcare related products  
  • Regulatory and compliance related matters (including healthcare reform)  
  • Very comfortable with numbers 
• Proficient in Microsoft Excel, PowerPoint, Word and Publisher 
• 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:

• Education - High School Diploma, Bachelor’s Degree preferred.  
• Experience – Entry level position requiring no previous job experience.  
• Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire.