Account Executive-Employee Benefits

NFP Corp.

Location: Charlotte, North Carolina

Job Type: Full time


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:

Summary: This is a full time exempt position that will have the responsibility to provide client advisory and consultative services for all health and welfare plans and services. Responsibilities include, but are not limited to, providing monthly and quarterly reporting, strategic analysis, compliance and legislative guidance, contract and performance standards review, HR procedures assistance.

Essential Core Duties and Responsibilities:

  • Assist with business development for self-funded opportunities
  • Quarterly analysis for existing large clients
  • Consultative reporting on monthly, quarterly and annual basis
  • Vendor liaison for clients for all service, billing and eligibility issues with carriers
  • Responsible for meeting summaries and follow up with team members and external vendors
  • Familiarity with carrier contracts, polices and differentiators
  • Responsible for maintaining outstanding checklists and renewal timelines for assigned clients
  • Effective delegation and follow up with senior team members
  • Contract review and compliance support
  • Ensure marketing spreadsheet terms are accurately implemented and documented
  • Proactive customer service and HR support
  • Communication, education and wellness support coordinated with team members
  • Maintain files and databases
  • Implementation and compliance support in coordination with team members
  • Assist and organize the onboarding process for all new business cases and new business lines on
    designated accounts

Desired Skills

    Exceptional written, oral, interpersonal communication skills
    • Advanced MS Office skills, to include excel, word, power point
    • Strong client development and relationship building skills
    • Ability to work both independently and within a team environment

    Desired Qualifications:

    • 5+ years Client Management experience in Employee Benefits
    • Bachelor Degree preferred
    • Experience in self-funded, core benefits, voluntary benefits, ancillary benefits, and
      enrollment/eligibility systems options for clients


    • Resident state Life and Health Department of Insurance License

    Physical Demand: Ability to sit at a computer for a long period of time as well in automobile and
    airplane for travel to client locations. Duties require standing, walking, talking, sitting, and hearing.
    Supervisory Responsibilities: n/a

    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.

    You’ve got this!