Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Vice President, Employee Benefits Account Management Team Lead to their team in Orange, CA . Job Summary: The Vice President/Team Lead is a managerial level/senior client-facing position that proactively uses their technical expertise, strategic insight and proven ability to lead/develop a team of Account Management Resources. As the individual accountable for the successful retention/growth of multiple assigned client accounts (Book of Business), the Team Lead collaborates with Sales, ensures that the team executes on deliverables (of the highest quality) in a timely/professional manner and establishes meaningful client relationships. Essential Functions:
Accountable for the management and professional development of aligned AM Resources. Responsible for a 94% renewal rate (retention/net renewal change) and other key performance metrics (i.e. NPS) for a Book of Business. Develop complete understanding of a client’s needs and introduce/coordinate the appropriate solutions to support/enhance their culture, values and mission (i.e. strategic plan). Regarding the client life-cycle, provide management oversight/direction to the team to ensure that all clients have an annual service delivery calendar and that expectations (surrounding deliverables) are being appropriately set/met. Through deep relationships with senior-level client personnel (i.e. C-Suite), responsible for anticipating and proactively addressing upsell opportunities, potential/real concerns, threats, and other factors that impact growth/retention. Stay up-to-date with industry trends/strategies and provide insight/advice to the team/clients. Collaborate with team members/vendors to create innovative solutions and opportunities. Complete necessary training and professional development to further develop technical and subject matter expertise. Maintain up-to-date client files/internal systems in accordance with FRP's standard protocols. Compliance with FRP's processes and operating standards. Essential Duties: