Who We Are

NFP is a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of Role:

We are seeking a highly skilled and ambitious Senior Account Manager to join our team of accomplished professionals. This opening presents a tremendous opportunity for an experienced employee benefits consultant who is eager to enhance their skills and advance their careers. As a Senior Account Manager at NFP, you will play a pivotal role with clients collaborating with other consultants and experts to provide market insights, strategic direction and project management services. Your role as a Senior Account Manager also entails nurturing strong relationships with clients, carrier and vendor partners. This opportunity is a chance to make your mark and thrive in a dynamic and rewarding environment that recognizes and values your expertise.

Join us now and unlock the door to a world of limitless possibilities for career advancement and professional growth!

Essential Duties and Responsibilities:

• Proactively nurtures relationships with clients, carriers and vendors by taking a significant role in meetings and calls, leading projects and ongoing active engagement.
• Participates in the renewal and marketing process in collaboration with the consulting team, leading certain activities.
• Ensures accuracy of client deliverables by reviewing benefit materials including carrier documents and regulatory content for appropriateness and applicability.
• Mentors and trains junior team members, sharing expertise and knowledge.
• Effectively communicates internally and externally with clients and the vendor community.
• Demonstrates a strong understanding of insurance products and processes and stays informed about market trends to make appropriate and relevant recommendations to clients.
• Serves as a subject matter expert on benefits, vendor/carrier products, and services, seeking guidance from senior team members on complex situations.
• Anticipates client needs and collaborates with NFP team members to address them.
• Analyzes renewals, participates in carrier negotiation, and provides renewal support.
• Collaborates with team members to draft client presentations and actively participates in client meetings.
• Ensures up-to-date benefit guides and client communications following open enrollment or coverage changes.
• Prepares documentation and data for annual client compliance audits, potentially presenting alongside Account Executives.
• Handles client requests, including addressing product or vendor service challenges.
• Manages timely completion of the 5500 form.
• Provides updates to clients on industry trends, events, and regulatory issues.
• Demonstrates understanding of alternative funding strategies.
• Supports proactive client service alongside the account management team.
• Oversees client projects such as new client onboarding, open enrollment processes, and non-discrimination testing.

Knowledge, Skills, and Abilities:

• Knowledge of benefits/insurance products and services, administration, benefits compliance, and overall industry trends.
• Demonstrates the ability to work independently, anticipate client and team needs, and make effective decisions.
• Strong time management and diligent follow-up skills.
• Clear and concise communication skills, both written and oral.
• Proficiency in Microsoft Excel and PowerPoint.
• Commanding presentation and public speaking abilities

Education and/or Experience:

• BA/BS preferred
• Typically more than five years industry with some of that time as a consultant/broker
• Certificates, Licenses, Registration:
  
  • Life, Accident and Health Insurance License required.

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.