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: NFP.
Summary: The Account Manager is responsible for working with Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will handle the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to optimally and efficiently deliver services to clients.
Essential Duties and Responsibilities:
- Develops and maintains strong relationships with clients, carriers, and vendors, serving as a key point of contact and taking an active role in client meetings, calls, and strategic discussions.
- Supports the marketing and renewal process by preparing and distributing RFPs, analyzing carrier proposals and plan designs, negotiating with carriers, reviewing contracts and source documents for accuracy, and recommending renewal strategies in partnership with Producers and senior team members.
- Prepares client deliverables including renewal presentations, benefit guides, employee communications, compliance audit materials, and other resources, ensuring all information remains accurate and up to date following enrollments or coverage changes.
- Provides ongoing client service support by responding to client requests, resolving product, vendor, or service-related issues, monitoring carrier performance, and recommending appropriate products and services to meet client needs.
- Assists with compliance and regulatory requirements, including ensuring timely completion of Form 5500 filings and keeping clients informed of relevant industry trends, state and federal regulations, and marketplace developments.
- Participates in key client initiatives such as new business implementations, open enrollment, non-discrimination testing, and other special projects, while collaborating with account management teams to deliver exceptional service.
- May provide informal leadership, guidance, and mentoring to less experienced team members based on experience and expertise, without direct supervisory responsibility.
Knowledge, Skills, and/or Abilities:
- 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
Education and/or Experience:
- Associates degree (or equivalent experience), with 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.
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 $65,000 - $75,000. 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.