Employee Benefits Account Manager

Foundation Risk Partners**, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their team in Orange, CA.** 

Job Summary:

The Employee Benefits Account Manager is responsible for supporting the growth, retention, and servicing of employee benefits clients through proactive relationship management, exceptional customer service, and collaboration with producers, carrier partners, and internal teams. This client-facing role serves as a trusted resource to clients while supporting sales initiatives, renewal strategies, benefit program implementation, and ongoing account management activities.

Essential Functions:

• Retain and grow an assigned book of business by delivering exceptional service and supporting client satisfaction initiatives.
• Build and maintain strong relationships with clients, prospects, carrier partners, and internal stakeholders.
• Serve as a primary client contact, responding to inquiries and providing day-to-day account support.
• Support sales and business development efforts through prospect meetings, proposal preparation, cross-selling opportunities, and onboarding activities.
• Coordinate and manage renewal activities, including gathering data, reviewing plan options, evaluating carrier proposals, and preparing client recommendations.
• Assist clients with benefit plan changes, employee communications, open enrollment support, and implementation activities.
• Educate clients regarding industry trends, legislative updates, compliance considerations, market conditions, and available insurance solutions.
• Develop and maintain service plans that align with client objectives and support long-term retention.
• Partner with carrier representatives and internal teams to address service concerns, claims issues, enrollment challenges, and escalated client matters.
• Prepare stewardship reports, presentations, renewal reviews, and client-facing materials.
• Ensure accurate documentation and maintenance of account information within agency systems.
• Maintain compliance with agency procedures, carrier requirements, and applicable federal and California regulations.
• Participate in team meetings, training initiatives, and professional development opportunities.
• Perform additional duties and special projects as assigned.

Competencies & Qualifications: 

• Minimum of 5 years of employee benefits account management experience.