Aimed at mid-level account management professionals who can independently manage client policies and build relationships, with a focus on the insurance brokerage industry and in-person collaboration in Cary, NC.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Foundation Risk Partners via Greenhouse
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Acentria team in Cary, NC.
Job Summary:
The Employee Benefits Account Manager is responsible for the delivery of exceptional service to our employee benefit clients. This individual will be responsible for managing the client’s policy renewals, adding new policies, implementing additional resources specific to the clients' needs, and maintaining the overall retention of the business.
Essential Functions:
Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverage.
Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers.
Partners with producer on new/renewal business strategy including the coordination of roles and the obtaining of information. Independently add new policies to fit clients' needs.
Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to client in a timely manner.
Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings with clients and their employees as needed.
Interacts with others effectively and professionally by utilizing excellent communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
Provides guidance and direction to account associates and less experienced account managers as needed.
Overtime work, as needed.
Other duties as assigned.
Competencies & Qualifications:
Excellent verbal and written communication skills
Proficient in Word and Excel
Ability to work with numbers including basic calculations
Organizational and time management skills
Ability to work in a team environment
Projects professional appearance and manner
Self-starter with the ability to be flexible
High attention to detail
Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverage and industry operations.
Education & Experience:
Life & Health License
College degree preferred, high school diploma or equivalent required
Up to 3+ years of account management experience including group benefits experience.
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!