5 employee benefits consultant jobs found in Santa Clarita, CA

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 LBW team in Valencia, CA.  This role can be on-site, hybrid or remote.  Job Summary: The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business).  Key Responsibilities:   Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational knowledge (i.e., industry, product...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their  LBW team in Valencia, CA. This is a hybrid role.  This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Mange and nurture an existing book of business while continuously prospecting for new clients Analyze client financial information and create tailored financial plans aligned with their goals Present financial plans to clients, discuss recommendations, and agree on next steps Implement financial plans and monitor performance, making adjustments as needed Provide ongoing client service, communication, and support to ensure long-term satisfaction Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities Contribute to developing new...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their  LBW Insurance and Financial Services team in Valencia.  *On-site and Hybrid options available. (This is not a fully remote position) Job Summary: Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts. They provide excellent client service at all times in accordance with LBW philosophy. They’re responsible for managing, evaluating, placing, and servicing both new and renewal accounts. Essential Functions:  Update and change information in AMS360 (our agency management system) from carrier downloads Provide outstanding service, including client visits when necessary Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries Document all calls, activities, and transactions in AMS360...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA.  This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market. Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures. Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals. Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value. Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their LBW team in Valencia, CA.  *On-site, Hybrid, and Remote options available.  Job Summary: Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).    Essential Functions: As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by: Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)...