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Employee Benefits Account Manager

1 month ago

Jacksonville, Florida, United States Foundation Risk Partners Full time
Job Title: Employee Benefits Account Manager

Foundation Risk Partners, a leading insurance brokerage and consulting firm, is seeking an experienced Employee Benefits Account Manager to join their Acentria team in Jacksonville, FL.

Job Summary:

The Employee Benefits Account Manager will be responsible for providing exceptional customer service to assigned clients, including daily servicing of new and renewal business, and maintaining strong relationships with clients. This role will also support Producers as needed and collaborate with fellow Account Managers to devise creative solutions to meet client needs.

Key Responsibilities:
  • Conceptualize and implement solutions to meet client needs as to coverage and costs
  • Prepare renewal submissions, including applications, exhibits, narratives, loss runs, and underwriting questions
  • Collect and analyze client information, interacting with clients in a professional and timely manner
  • Assist Producers with new and existing clients as needed
  • Collaborate on marketing efforts, including preparing submissions, proposals, and binding coverage
  • Prepare processed policies, certificates of insurance, and binders
  • Assist in negotiating products and pricing on behalf of the company and clients
  • Coordinate Open Enrollment for clients
  • Assist Producers with new business marketing, preparing applications, submitting to markets, and preparing proposals and binding
  • Participate in marketing and sales meetings
  • Invoice clients for new and renewal business, prepare finance agreements, and process renewals, new policies, and policy changes
  • Handle client inquiries, research, and resolve problems
  • Prepare account reconciliations for receivables management
  • Prepare, maintain, and verify client billings/invoices
Requirements:
  • High school diploma or equivalent
  • State required insurance license (2-15 or 2-40) or willingness to obtain
  • Some college helpful
  • 3+ years of insurance agency or benefits carrier experience
About Foundation Risk Partners:

As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years. Our goal is to provide an environment that fosters both personal and professional growth, while creating a workplace that feels like home.

We offer a comprehensive range of health-related benefit options, including medical, vision, and dental. We also 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 and 2 floating holidays.

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.