Employee Benefits Account Manager

Foundation Risk Partners

. Manage client lifecycle deliverables with oversight from the Benefit Consultant and Team Lead to support retention of a book of business .

Posted 9/28/2026full-timeRemote • New Jersey • United StatesJunior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client lifecycle management, strategic account planning, and project management while maintaining strong relationships with clients and vendors. Proficient in financial modeling and effective communication to support client deliverables and organizational goals.

Highest-signal resume keywords

Client Lifecycle ManagementStrategic Account PlanningState Specific Resident Life & Health LicenseMicrosoft Office ProficiencyProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingClient Deliverables PreparationData ManagementProblem Identification and ResolutionProject Planning

Soft Skills

Attention to DetailStrong Communication SkillsOrganizational SkillsAbility to MultitaskNegotiation Skills

Tools & Technologies

BenefitPointOracleMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

Bachelor’s DegreeState Specific Resident Life & Health License

Industry Keywords

Health and Welfare CarrierEmployee Benefits AdministratorHR/Benefits RoleClient Stakeholder ManagementOpen Enrollment

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree preferred
1–3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role
State Specific Resident Life & Health License is required
Strong attention to detail, organization, and responsiveness
Ability to model financial implications from benefit programs
Comfortable negotiating with insurance carriers
Proficiency in Microsoft Office, including Excel, PowerPoint, and Word
Ability to identify problems and create effective solutions
Ability to learn new skills quickly
Ability to work collaboratively and independently, meet deadlines, and delegate when necessary
Ability to establish relationships with internal and external stakeholders
Strong oral and written communication skills
Ability to multitask and remain composed under pressure
Basic understanding of general business and financial concepts
Ability to create, organize, and manage a project plan
Basic understanding of strategy and long-term planning