- Job Title: Director of Employee Benefits Account Management
- Company: Foundation Risk Partners
- Location: Orange, California, United States
- Job Type: Full-time
- Category: Insurance
- Date Posted: April 17, 2025
🚀 Job Overview
Key aspects of this role include:
- Proactively managing a book of business with a 94% renewal rate
- Collaborating with sales teams to execute deliverables and provide exceptional service
- Developing strategic plans and managing the client life-cycle
- Staying up-to-date with industry trends and providing clients with insights and advice
- Leveraging team member expertise and available tools to manage client expectations and ensure timely delivery of materials
ASSUMPTION: This role requires a high level of client-facing experience, strategic insight, and the ability to collaborate effectively with sales teams to achieve exceptional client retention rates.
📋 Key Responsibilities
- Client Management:
- Develop a deep understanding of client needs and introduce/coordinate appropriate solutions to support their culture, values, and mission
- Collaborate with account teams to oversee the client life-cycle and ensure timely delivery of deliverables
- Stay up-to-date with industry trends and provide clients with insightful advice and innovative solutions
- Manage client relationships and ensure account profitability
- Team Collaboration & Leadership:
- Collaborate with team members and vendors to create innovative solutions and opportunities
- Train and develop lower-level staff, manage work assignments, and ensure deadlines are met
- Peer-review materials and ensure the accuracy of information delivered by team members
- Research, respond, and resolve client inquiries and service-related issues independently
- Strategic Planning & Financial Analysis:
- Develop and execute strategic plans for the client life-cycle, including annual service delivery calendars and multi-year roadmaps
- Model complex financial implications from benefit programs and negotiate with insurance carriers
- Create, organize, and manage project plans to achieve strategic goals and long-term planning
ASSUMPTION: This role requires strong attention to detail, excellent organizational skills, and the ability to manage multiple projects and deadlines effectively.
🎯 Required Qualifications
- Education & Experience:
- 7+ years of prior practical account management experience with a health and welfare carrier or broker
- State-specific resident life and health license
- Required Skills:
- Strong attention to detail and well-organized with the ability to respond quickly to client needs
- Strong working knowledge of insurance and healthcare-related products, regulatory compliance, and general business/financial concepts
- Proven ability to develop strategic plans, manage the client life-cycle, and model complex financial implications from benefit programs
- Skilled in negotiating with insurance carriers and advanced in Microsoft Excel, PowerPoint, and Word
- Ability to quickly learn new skills and work collaboratively with a team, as well as independently, meeting deadlines and delegating when necessary
- Strong oral and written communication skills, with the ability to establish meaningful relationships with internal and external stakeholders
- Ability to multi-task and demonstrate composure under pressure, switching between clients and tasks to meet deadlines
- Preferred Skills:
- Proven ability to train and develop lower-level staff, manage work assignments, and ensure deadlines are met
- Ability to effectively create, organize, and manage a project plan
💰 Compensation & Benefits
- Salary Range: $110,000 - $160,000 USD per year
- Benefits:
- Medical, vision, and dental insurance
- 401(k) with company match
- Company-paid life insurance, STD, and LTD
- Generous PTO policy starting at 18 days per year, plus 10 paid holidays and 2 floating holidays
ASSUMPTION: The salary range provided is an estimate based on industry standards for this role, experience level, and location. Actual salaries will vary and may be above or below the range based on factors including performance, location, and experience.
📌 Applicant Insights
🔍 Company Context
- Industry: Insurance
- Company Size: 1,001-5,000 employees
- Founded: 2017
- Company Description: Foundation Risk Partners is one of the fastest-growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, they continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values, and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for their partners while providing superior results for their clients.
- Company Specialties: Insurance broker, mergers and acquisitions, middle markets, perpetuation planning, property and casualty, employee benefits, organic growth, transparent integration, and leadership
📊 Role Analysis
- Career Level: Mid-career to senior-level position
- Reporting Structure: This role reports directly to the leadership team at Foundation Risk Partners and is responsible for managing a team of account managers and other support staff.
- Work Arrangement: This position is based in the Orange, CA Metro Region but offers the flexibility to be fully remote.
- Growth Opportunities: With the company's continued expansion and growth strategy, there are opportunities for career advancement within the organization, including potential leadership roles and increased responsibilities.
ASSUMPTION: This role offers a unique opportunity for experienced account management professionals to join a growing and dynamic organization, with the potential for significant career growth and development.
🌍 Location & Work Environment
- Office Type: Hybrid (Orange, CA Metro Region with remote flexibility)
- Office Location: 780 W Granada Blvd, Ormond Beach, Florida 32174, US
- Geographic Context: Orange, California, is located in the southern part of the state, approximately 35 miles southeast of Los Angeles. The region offers a mix of urban and suburban environments, with a diverse range of cultural, recreational, and entertainment options.
- Work Schedule: Full-time, with a standard workweek of 40 hours, typically Monday through Friday, with some flexibility for remote work.
ASSUMPTION: The hybrid work arrangement allows for a balance between on-site collaboration and remote flexibility, catering to the needs of both the company and the employee.
💼 Interview & Application Insights
- Typical Process: The interview process typically involves an initial phone or video screen, followed by one or more in-depth interviews with hiring managers and team members. A final round may include a presentation or case study to assess the candidate's skills and fit for the role.
- Key Assessment Areas: Candidates should expect to be assessed on their technical expertise, strategic insight, client management skills, and cultural fit with the organization.
- Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Research the company and industry trends to demonstrate your understanding and enthusiasm for the position.
- Prepare for behavioral interview questions that focus on your problem-solving skills, client management experience, and ability to work collaboratively in a team environment.
🛠️ Tools & Technologies
- Microsoft Office Suite (Excel, PowerPoint, Word)
- Insurance industry-specific software and tools
- Project management software (e.g., Asana, Trello, or Microsoft Project)
👔 Cultural Fit Considerations
- Company Values: Foundation Risk Partners values innovation, collaboration, and a commitment to excellence in serving their clients. They seek candidates who share these values and are passionate about driving results and exceeding client expectations.
- Work Style: The ideal candidate for this role is a self-motivated, detail-oriented professional with strong communication skills and the ability to work effectively in a fast-paced, dynamic environment. They should be comfortable managing multiple projects and deadlines and thrive in a collaborative, team-based setting.
⚠️ Potential Challenges
- Role-Specific Challenges: This role requires a high level of client-facing experience and the ability to manage multiple projects and deadlines effectively. Candidates should be prepared to work in a fast-paced, dynamic environment and be comfortable handling complex financial analyses and negotiations with insurance carriers.
- Company-Specific Challenges: As a growing organization, Foundation Risk Partners may face challenges related to scaling operations and maintaining a strong company culture as they continue to expand. Candidates should be prepared to adapt to change and contribute to the company's ongoing success.
- Location-Specific Challenges: While the Orange, CA Metro Region offers a diverse range of cultural, recreational, and entertainment options, candidates should be prepared to commute to the company's office in Ormond Beach, Florida, or work remotely as needed.
📈 Similar Roles Comparison
- Role Differences: Compared to other account management roles in the insurance industry, this position places a greater emphasis on strategic planning, financial analysis, and negotiation with insurance carriers. It also requires a higher level of client-facing experience and the ability to manage multiple projects and deadlines effectively.
- Industry-Specific Context: The insurance industry is highly competitive and dynamic, with a constant need for professionals who can adapt to change and drive results for their clients. Candidates should be prepared to stay up-to-date with industry trends and regulations, and to leverage their technical expertise to provide innovative solutions and exceptional service.
- Career Path Comparison: This role offers a unique opportunity for experienced account management professionals to join a growing and dynamic organization, with the potential for significant career growth and development. Candidates should be prepared to take on increased responsibilities and leadership roles as the company continues to expand.
📝 Sample Projects
- Developing a comprehensive strategic plan for a client's employee benefits program, including long-term roadmaps and annual service delivery calendars
- Conducting complex financial analyses to model the impact of benefit program changes and negotiate with insurance carriers to secure favorable rates and terms
- Managing the client life-cycle for a book of business, including onboarding, ongoing support, and renewal, with a focus on achieving a 94% retention rate
- Collaborating with team members and vendors to create innovative solutions and opportunities, such as wellness programs, employee engagement initiatives, and cost-saving strategies
💡 Key Questions to Ask During Interview
- What are the most significant challenges facing the company in the next 12-24 months, and how can this role contribute to addressing them?
- How does the company support the professional development and growth of its employees?
- What are the key priorities for this role in the first 30-60-90 days, and how will success be measured?
- How does the company foster a culture of collaboration and innovation, and what opportunities are there for cross-functional collaboration and learning?
- What are the most important qualities and skills the company values in a candidate for this role, and how do they align with the company's core values?
📝 ASSUMPTION: Candidates should be prepared to ask thoughtful, insightful questions that demonstrate their understanding of the role, the company, and the industry, and their commitment to driving results and exceeding client expectations.
📌 Next Steps for Applicants
- To apply for this position, submit your application through the provided link: [Application URL]
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, emphasizing your client management experience, strategic planning abilities, and financial analysis expertise.
- Prepare for the interview process by researching the company, industry trends, and common interview questions related to account management, strategic planning, and financial analysis.
- Follow up with the hiring manager or HR representative after your interview to express your appreciation for the opportunity and reiterate your interest in the role.
- If you are offered the position, carefully review the offer and negotiate any necessary terms and conditions before accepting.
⚠️ Disclaimer: This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
