Employee Benefits Account Specialist

<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a href="https://foundationrp.com/"><strong>Foundation Risk Partners</strong></a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an<em> </em>Employee Benefits Account Specialist to their <a href="http://www.lbwinsurance.com/">LBW </a>team in Valencia, CA.&nbsp;<br><br>*On-site and Hybrid options available.&nbsp;</strong></span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Job Summary:</strong></span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).&nbsp;&nbsp;&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Essential Functions:</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:</span> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations)</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Completing/fulfilling assigned implementation tasks associated with client related projects</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Prepare standard and ad-hoc reports (as needed)</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Participating (whenever appropriate) in client meetings/presentations</span></li> </ul> </li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).&nbsp;&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Assist in the coordination Open Enrollment activities (includes conducting meetings).&nbsp;&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns. </span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Interact with carriers and vendors on behalf of the client and the team.</span></li> </ul> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Competencies &amp; Qualifications:&nbsp;</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Knowledge of EASE or Employee Navigator is a plus.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong attention to detail, well organized and responsive.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Proficient in MS Office Suite.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to quickly learn new skills.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to establish relationships.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong oral and written communication skills.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Basic understanding of insurance and healthcare.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Willingness to learn regulatory and compliance matters, including healthcare reform.</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">&nbsp;</li> </ul> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Education &amp; Experience:</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Bachelor’s Degree preferred. &nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">State Specific Resident Life &amp; Health License is required within six months from date of hire. &nbsp;</span></li> </ul> <p><br><br></p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p><span class="ui-provider ey blo qt blp blq blr bls blt blu blv blw blx bly blz bma bmb bmc bmd bme bmf bmg bmh bmi bmj bmk bml bmm bmn bmo bmp bmq bmr bms bmt bmu">This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.</span></p></div><div class="title">Pay Transparency Range</div><div class="pay-range"><span>$60,000</span><span class="divider">&mdash;</span><span>$80,000 USD</span></div></div></div><div class="content-conclusion"><p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Disclaimer:</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Equal Employment Opportunity (EEO):</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Benefits: </span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays &amp; 2 floating holidays!</span></p> <p>&nbsp;</p></div>