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About the Role
Elevate your career as an Account Manager at NFP, where you'll be more than just a team member—you'll be a motivator for outstanding client experiences. Immerse yourself in a role that blends technology with personalized service, ensuring each client feels uniquely valued. As a pivotal member of our account management team, you will play an important role in cultivating client relationships, ensuring their utmost satisfaction, and solidifying their dedication to our brand. In this role, you will lead your own portfolio of clients, taking charge of the day-to-day interactions and becoming their go-to for outstanding service. Your responsibility extends beyond mere management; you will be the cornerstone of our promise to deliver top-notch service, working seamlessly across various operational teams. Be the difference, be the change, be part of our dynamic team.
Responsibilities
- Work with colleagues to prepare and send requests for proposals to applicable insurance carriers and spreadsheets results.
- Review contracts, benefit plan summaries, and carrier source documents for accuracy.
- Build and maintain client files in accordance with office procedures.
- Answer questions from clients and/or insurance company personnel regarding ID cards, claims, or billing.
- Build ongoing relationships with clients, coordinating with Senior Account Managers, Account Executives, or Advisors.
- Develop relationships with carrier representatives to understand offerings and recommend them to clients.
- Assist with learning vendor/carrier products and services.
- Review and analyze requests for proposals and insurance plan analyses.
- Participate in negotiations with carriers and recommend renewal actions.
- Assist Account Managers in drafting renewal presentations.
- Craft and update benefits-related guides and education resources for clients.
- Conduct annual client compliance audits using the NFP portal.
- Attend to client requests, including product or vendor service or performance challenges.
- File form 5500, reaching out for assistance as needed.
- Participate in client projects such as implementation of new business, open enrollment, and inclusivity testing.
- Develop monthly, quarterly, and annual reports for client review.
- Distribute monthly/quarterly newsletters and other relevant content.
- Assist with the creation of client corporate wellness programs and offerings.
Requirements
- More than 3 years’ client service and/or industry and product line experience.
Skills
- Knowledge of benefits administration, HealthCare Reform, industry trends, and offerings from insurance carriers
- 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
Experience Level
- More than 3 years’ client service and/or industry and product line experience
Education Level
- Associates degree (or equivalent), and BA/BS preferred
Salary/Compensations
- $65,000 – $85,000
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
About the Company
- NFP is a seven-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.
Equal Opportunity
- NFP is an inclusive Equal Employment Opportunity employer.