Employee Benefits Account Specialist

Job description

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their Corporate Synergies team in New York 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 obli...