Foundation Risk Partners

Insurance brokerage and consulting, growth-focused

Vice President Employee Benefits Account Management Team Lead

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeOrange, CA, USAIn-person

About the Job

Requirements

A bachelor's degree is preferred.
At least 10 years of practical account-management experience with a health and welfare carrier or broker.
At least 2 years of experience coaching, mentoring, or leading projects.
A California Resident Life & Health License is required.
Strong attention to detail, organization, and responsiveness.
Thorough knowledge of the firm’s services and solutions, insurance and healthcare-related products, and regulatory and compliance matters.
Understanding of strategy and long-term planning, with the ability to develop strategic plans and manage the client lifecycle for a book of business.
Ability to lead, develop, and manage a team with varying levels of knowledge, skills, and experience.
Ability to give and receive constructive feedback, delegate, clarify priorities, and meet deadlines and commitments.
Ability to model complex financial implications of benefit programs and negotiate with insurance carriers.
Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
Ability to establish meaningful relationships with internal and external stakeholders and communicate effectively orally and in writing.
Ability to multitask, remain composed under pressure, and manage changing client and task demands.
Understanding of general business and financial concepts and ability to create, organize, and manage project plans.

Responsibilities

Manage and professionally develop aligned account-management resources.
Achieve a 94% renewal rate and other key performance metrics, including Net Promoter Score, for an assigned book of business.
Understand client needs and coordinate appropriate solutions that support or enhance the client’s culture, values, mission, and strategic plan.
Oversee team delivery across the client lifecycle, ensuring annual service calendars and deliverables are set and completed to client expectations.
Build senior-level client relationships and anticipate and address upsell opportunities, concerns, threats, and other factors affecting growth and retention.
Stay current on industry trends and strategies and provide insight and advice to the team and clients.
Collaborate with team members and vendors to create solutions and opportunities.
Complete required training and professional development and maintain technical and subject-matter expertise.
Maintain current client files and internal systems according to company protocols and comply with company processes and operating standards.
Understand client goals, collaborate on solutions, and develop strategic plans and roadmaps.
Facilitate and prepare client deliverables with team members, internal subject-matter experts, tools, and established work products to manage client expectations.
Communicate and present findings, analysis, and recommendations in meetings, calls, and emails, including setting agendas and completing follow-up.
Measure results and advise and support the team in adjusting short- and long-term plans as needed.
Understand and communicate the firm’s available resources.
Conduct final peer reviews of team materials to ensure accuracy.
Research, respond to, and resolve client service inquiries independently, involving more experienced team members or resources when needed.
Participate in new business opportunities and supervise onboarding of new clients, products, and services.
Interact with carriers and vendors on behalf of clients and the team.
Manage account profitability and reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue.

Desired Qualifications

Bachelor's degree.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Vice President, Employee Benefits Account Management Team Lead to their team in Orange, CA.

Job Summary:

The Vice President/Team Lead is a managerial level/senior client-facing position that proactively uses their technical expertise, strategic insight and proven ability to lead/develop a team of Account Management Resources. As the individual accountable for the successful retention/growth of multiple assigned client accounts (Book of Business), the Team Lead collaborates with Sales, ensures that the team executes on deliverables (of the highest quality) in a timely/professional manner and establishes meaningful client relationships.

Essential Functions:

Accountable for the management and professional development of aligned AM Resources.
Responsible for a 94% renewal rate (retention/net renewal change) and other key performance metrics (i.e. NPS) for a Book of Business.
Develop complete understanding of a client’s needs and introduce/coordinate the appropriate solutions to support/enhance their culture, values and mission (i.e. strategic plan).
Regarding the client life-cycle, provide management oversight/direction to the team to ensure that all clients have an annual service delivery calendar and that expectations (surrounding deliverables) are being appropriately set/met.
Through deep relationships with senior-level client personnel (i.e. C-Suite), responsible for anticipating and proactively addressing upsell opportunities, potential/real concerns, threats, and other factors that impact growth/retention.
Stay up-to-date with industry trends/strategies and provide insight/advice to the team/clients.
Collaborate with team members/vendors to create innovative solutions and opportunities.
Complete necessary training and professional development to further develop technical and subject matter expertise.
Maintain up-to-date client files/internal systems in accordance with FRP's standard protocols.
Compliance with FRP's processes and operating standards.
Essential Duties:
- As part of the client life-cycle (onboarding, ongoing support, and renewal), ensure that the annual service delivery calendar (life-cycle) is delivered/updated timely (with client buy-in) and is in support of the multi-year strategic plan (roadmap) by:
- Understanding a client’s goals/objectives, collaborating with team members to identify creative/innovative solutions, and developing a strategic plan (roadmap).
- Facilitating/preparing the various deliverables in conjunction with the team, other internal subject matter experts, available tools, established standards/work products, etc. to manage client expectations.
- Effectively communicating and presenting findings, analysis, and recommendations in meetings/calls/emails (i.e. setting agendas and appropriate internal/external follow-up).
- Measuring results and helping/advising/supporting the team to course-correct plans (short-term and long-term) when necessary.
- Understanding and communicating the availability of resources within FRP.
Throughout the year, act as a final peer review of materials to ensure accuracy of information delivered by team members.
Research, respond to, and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary.
Participate in new business opportunities and supervise the onboarding process of new clients, products, and services.
Interact with carriers and vendors on behalf of the client and the team.
Responsible for account profitability and reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue).

Competencies & Qualifications:

Strong attention to detail, well organized, and responsive.
As it relates to client impact/applicability across a Book of Business, skilled in all aspects of:
- FRP’s suite of services and available solutions.
- Insurance and healthcare-related products.
- Regulatory and compliance-related matters.
Thorough understanding of strategy and long-term planning.
Proven ability to effectively develop a strategic plan and manage all aspects of the client life-cycle for a book of business.
Ability to lead, develop, and manage a team of individuals with varying degrees of knowledge, skills, and experience.
Comfortable giving and receiving constructive feedback.
Ability to delegate, clarify, and set priorities to meet deadlines and commitments.
Ability to model complex financial implications from benefit programs.
Skilled in negotiating with insurance carriers.
Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
Works collaboratively with a team as well as independently; capable of meeting deadlines and delegating when necessary.
Ability to establish meaningful, deep relationships with internal and external stakeholders.
Strong oral and written communication skills.
Ability to multitask and demonstrate composure and resilience under pressure; comfortable switching between clients and tasks to meet deadlines.
Possesses an enhanced understanding of general business and financial concepts.
Ability to effectively create, organize, and manage a project plan.

Education & Experience:

Education - Bachelor’s Degree preferred.
Experience
- 10+ years of prior practical account management experience with a health and welfare carrier or broker.
- 2+ years of experience coaching, mentoring or leading projects
Licensure/Certification – CA Resident Life & Health License is required.

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

$125,000—$200,000 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!

Pay Transparency Range 125000 - 200000 USD

About the Company

Foundation Risk Partners

Insurance brokerage and consulting, growth-focused

Foundation Risk Partners is an insurance brokerage and consulting firm that helps organizations manage risk by placing insurance coverage and providing risk-management advice. It grows by acquiring other firms and expanding services across regions to build a mix of industry expertise, coverage options, specialized services, locations, and aligned values. Its products work by assessing a client’s risk needs, designing a tailored insurance program, placing coverage with carriers, and offering ongoing support such as claims handling and renewal analysis. What sets it apart from competitors is its deliberate growth strategy that combines multiple specialties, a wide regional footprint, and a focus on cultural fit and partner alignment to deliver comprehensive, client-focused results. The company’s goal is to help its partners reach higher levels of success while delivering superior protection and service to clients through integrated risk solutions and coordinated growth.

Company size: 501-1,000
Company stage: Debt Financing
Total funding: $2M
Headquarters: Daytona Beach, FL
Founded: 2017

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