Foundation Risk Partners

Account Manager

• Manage client lifecycle deliverables with oversight from the Benefit Consultant and Team Lead to support retention of a book of business
• Work on client deliverables of increasing complexity
• Complete training and professional development in strategic account planning, communication, and project management
• Identify and develop a subject-matter expertise area
• Maintain current client files and internal systems according to company protocols
• Support onboarding, ongoing service, and renewal deliverables across all coverage lines and products
• Support development of client goals, objectives, and multi-year strategic roadmaps
• Define annual service delivery calendars
• Prepare client deliverables, reports, and ad-hoc projects
• Present findings, analysis, and recommendations in meetings, calls, and emails
• Develop and maintain client and vendor relationships
• Review employee education and communication materials during periods such as Open Enrollment
• Research, respond to, and resolve client service inquiries
• Maintain BenefitPoint, Oracle, and client files according to data standards
• Manage client stakeholder contact information
• Create and manage Internal Account Plans with the Team Lead and Producer
• Interact with carriers and vendors on behalf of clients and the team
• Identify resources for upsell opportunities
• Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue
• Develop new benefit solutions with guidance

Employee Benefits Account Manager

Customer Support

• Handle claims resolution, benefits inquiries, coverage eligibility concerns, and related issues for client administrators and employees
• Work with clients and carriers by phone and email to resolve matters within 24 hours
• Address employee insurance concerns and benefit-related questions
• Assist with claims resolution, patient advocacy, and pre-certifications
• Educate employees on benefit utilization and cost-effective plan options
• Maintain detailed client interaction records in Salesforce
• Generate client analysis reports as needed
• Use Salesforce to gather client information and improve service quality
• Monitor resolution timelines and ensure benefit issues and claims are closed within designated timeframes
• Review Summary Plan Descriptions and benefit summaries for accuracy
• Advise clients on insurance billing, coding, employee group benefits, insurance processes, and plan descriptions
• Serve as a primary team resource for insurance and benefit-related issues
• Address member eligibility inquiries, enrollment entry, and coverage confirmation

Employee Benefits Account Manager

Employee Benefits Customer Service Representative