Employee Benefits Account Specialist

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 team. This is a hybrid role, working 3 days a week in our Columbia, MD office. 

This role is designed to build a strong foundation in employee benefits brokerage and consulting account management, with a focus on group benefits. This position is responsible for developing industry knowledge and essential skills to support the Sales and Account Management team in marketing, sales, and servicing a portfolio of client accounts (Book of Business).

Key Responsibilities

• Partner closely with the Senior Account Manager and assigned clients to deliver seamless service and support.
• Maintain accurate and up-to-date client files and internal systems in accordance with established protocols.
• Support pre‑implementation, implementation, and post‑implementation activities to ensure smooth project execution.
• Assist with renewal marketing efforts and cost analyses for assigned clients.
• Coordinate data collection for reporting needs, including analytical and compliance-related deliverables.

Essential Functions

Support the Account Management Team throughout the full client lifecycle (onboarding, ongoing service, and renewal) across all lines of coverage by:

• Collecting required data, including outreach to carriers and clients to obtain necessary information.
• Assisting with the preparation, analysis, and delivery of reports, exhibits, and presentations.
• Completing assigned implementation tasks for client-related projects.
• Provide timely service support to assigned clients.
• Coordinating activities and ensuring successful execution of the annual Project Plan for each client.
• Preparing standard and ad-hoc reports as needed.
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