Account Manager - Benefits

NFP, an Aon company, is a recognized leader in Business Insurance, providing tailored solutions to address significant risks in workforce and wealth management. The Account Manager is tasked with supporting senior Account Managers in servicing client accounts, developing client relationships, and managing communications, while also participating in client projects and compliance tasks.

Responsibilities

• Works with more senior Account Managers and Consultants to service client accounts
• Begins to develop ongoing relationships with clients
• Coordinates with senior Account Managers and Consultants advisors in doing so
• Attend to client requests including product or vendor service or performance challenges
• Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members
• Assist with the creation of client corporate wellness programs and offerings
• Works with senior team members to prepare and send requests for proposals to applicable insurance carriers and spreadsheet results as they come in
• Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
• Learns vendor/carrier products and services from the more senior Account Managers or Consultants
• Begins to review and analyze requests for proposals and insurance plan analyses
• Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member
• May assist in drafting renewal presentations
• Creates and maintains client files in accordance with office procedures
• May be responsible for keeping client policy records
• Learning to review contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Consultant
• At this level, they will begin to learn more complex compliance and regulatory policy language
• Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing documents
• May assist in facilitating 5500 filing
• Assist with creating and updating benefits-related guides, education resources for clients
• Begins to review and analyze requests for proposals and insurance plan analyses
• Participates in negotiations with carriers and recommends renewal actions, under the direction of a senior team member

Skills

• 1+ years of experience in corporate benefits or a related field
• Knowledge of benefits administration, HealthCare 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
• Preferably a bachelor's degree

Benefits

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

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