Operations Specialist

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Operations Specialist to their Corporate Synergies team in Philly Metro Region.

Job Summary:

We're looking for a BenefitsVIP Operations Specialist to help us keep our client experience seamless and accurate. In this full-time role, you'll work closely with our Operations Lead and Account Management team to ensure plan information is precise and up-to-date, empowering our BenefitsVIP Representatives to provide top-tier support. You'll also collaborate with our mobile app vendor to keep the BenefitsVIP Mobile platform current and user-friendly. This is a great opportunity to make a real impact on client experience.

Essential Functions:

• Audit and maintain plan information for accuracy and completeness.
• Create and update Client Servicing Notes and Carrier Contacts.
• Partner with Account Management to verify and update plan details.
• Coordinate with our mobile app vendor to ensure accurate plan data on BenefitsVIP Mobile.
• Maintain data integrity through meticulous and efficient data entry.
• Support additional BenefitsVIP Operations tasks as needed.

Competencies & Qualifications:

• Strong verbal and written communication skills.
• Exceptional attention to detail and accuracy in data entry.
• Ability to prioritize, take initiative, and meet deadlines in a fast-paced environment.
• Excellent organizational and time management skills.
• Collaborative team player with effective communication skills.
• Familiarity with benefits administration or employee benefits is a plus.
• Proficiency in Microsoft Office Suite and comfort with digital platforms.