Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:https://www.NFP.com.
The Sr. Account Manager supports the delivery of employee benefits solutions by partnering with clients, carriers, and internal teams. This role is responsible for managing renewals, analyzing benefit plans, preparing client presentations, coordinating compliance activities, and providing ongoing client support. The successful candidate will demonstrate strong relationship management, analytical, and communication skills while serving as a key contributor to client satisfaction and strategic benefits planning.
Essential Duties and Responsibilities:
- Works proactively to build rapport with carrier and client contacts; may take active role in meetings.
- Communicates directly with clients, carriers, and internal team members through phone, email, virtual meetings, and other remote collaboration tools, in collaboration with senior team members.
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.
- Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Account Executive or Advisor.
- May serve as a mentor to more junior team members; assists with training more junior team members
- Develops and maintains ongoing relationships with clients through regular remote communication. Takes more of an active role in client meetings and calls, including virtual meetings as appropriate.
- May 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
- Work with advisors or 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 Account Executives
- 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 Account Executive
- 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
- Maintains consistent availability and responsiveness during business hours while working remotely, including timely participation in scheduled calls, virtual meetings, and team communications.
- Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
- May provide informal leadership to 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.
Knowledge, Skills, and/or Abilities:
- 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
- Ability to work effectively in a remote environment, including strong self-management, proactive communication, and proficiency with virtual meeting and collaboration tools.
Education and/or Experience:
- Associates degree (or equivalent), and BA/BS preferred
- More than 3 years’ client service and/or industry and product line experience
Certificates, Licenses, Registration:
- Life, Accident and Health Insurance License required within six months.
Physical Demand:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $52,700 – $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
#LI-RN1
#LI-REMOTE
#NFP