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Foundation Risk Partners
Account Specialist
Posted
6 weeks 2 days ago

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Job Description

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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 Orlando 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.

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