Foundation Risk Partners is adding an Account Specialist to their Corporate Synergies team in the Philly Metro Region. The Account Specialist is an entry-level position, responsible for developing industry knowledge and skills to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts.
Requirements
- 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
- Gather 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
Benefits
- Medical
- Vision
- Dental
- 401(k) with company match
- Company paid life insurance
- STD
- LTD
- PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
