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, The Warner Companies, team. This is a hybrid role, working 3 days a week in the Columbia and/or Timonium, 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.
• Tracking deliverables and updating the Project Plan to maintain accuracy and timeliness.
• Participating in client meetings and presentations when appropriate.
• Communicating with carriers and vendors on behalf of clients and the internal team.
• Ability to travel to client, carrier and company events.
• Active Life & Health license or ability to obtain this license within 6 months of employment.

Competencies & Qualifications

• Exceptionally detail-oriented, organized, and responsive, with the ability to manage multiple tasks and evolving client needs.
• Highly motivated and eager to learn all aspects of insurance and healthcare-related products.
• Comfortable working with numbers and data analysis.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Quick learner with the ability to adapt to new skills and technologies.
• Effective both independently and as part of a collaborative team.
• Skilled in relationship-building with clients, colleagues, and industry partners.
• Excellent oral and written communication skills.
• Strong multitasking abilities with the composure and resilience to manage multiple clients and tasks under tight deadlines.
• Basic understanding of insurance and healthcare concepts with a focus on small and mid market group benefits (2-99).