Account Manager - Employee Benefits (Hybrid)

NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions to address significant risks. The Account Manager will service client accounts, manage the renewal and marketing process, and develop relationships with clients and carriers while collaborating with senior team members.

Responsibilities

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
• Communicates directly with clients and carriers with collaboration with senior team members
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
• Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Producer
• Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls
• Will likely have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages
• Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
• May work with more senior team members to identify the strategies to meet client needs
• Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by the Producer or manager
• Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations
• Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
• Prepare document and data for annual client compliance audits to be presented by Producer
• Attend to client requests including product or vendor service or performance challenges
• Ensure 5500 form is filed and completed in a timely manner
• Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors
• Learns about alternative funding strategies
• General client service support in conjunction with the account management team
• Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc
• May provide informal leadership or mentor more junior team members, based on experience, without official supervisory responsibility
• Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support

Skills

• Knowledge of benefits administration, Health Care Reform, industry trends, carrier products and services
• Ability to work independently and anticipate client and team needs
• Effective time management and decision making skills
• Diligent follow up skills
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Excel and PowerPoint skills
• Commanding presentation and public speaking abilities
• Associates degree (or equivalent), and BA/BS preferred
• 1-3 years' client service and/or industry and product line experience
• Ability to obtain the Life, Accident and Health Insurance License within 3-6mo of hire

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Company Overview

Company H1B Sponsorship