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About the Role
Join our vibrant account servicing team as a Senior Account Manager and become a vital part of our collaborative culture that thrives on fostering professional growth opportunities. You will play a pivotal role in working closely with our Advisors and Account Executives to provide exceptional service to our valued clients, taking charge of the renewal and marketing process from inception to completion. Additionally, you'll craft materials for presentations and communications, support team members in day-to-day client servicing, lead open enrollment presentations, and oversee the OE communication process.
Responsibilities
- Works proactively to maintain relationships with carrier and client contacts.
- Takes significant role in meetings and on calls.
- Communicates directly with clients and vendors.
- Manages the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
- Reviews benefit plan summaries and carrier source documents for accuracy.
- Understands complex regulatory language and rules.
- May have an assigned book of business.
- May serve as a mentor to more junior team members and trains them.
- Develops and maintains ongoing relationships with clients and their employees.
- Communicates directly with clients and employees, relying on knowledge of insurance coverages.
- Develops relationships with carrier representatives to understand available products and services and recommend them to clients.
- Acts as the subject matter expert on benefits and vendor/carrier products and services.
- Gets assistance on complex situations or products from more senior team members.
- Anticipates client needs and works with Account Executives / Advisors to resolve.
- Reviews request for proposals and insurance plan analyses.
- Negotiates with carriers and recommends renewal actions.
- Drafts client presentations in collaboration with Account Executives or Advisors.
- Takes active role in client meetings.
- Updates benefit guides and ensures client resources and communications are up to date.
- Prepares document and data for annual client compliance audits.
- May take an active role in presentation of audit information.
- Attends to client requests including product or vendor service or performance challenges.
- Ensures 5500 form is filed and completed in a timely manner.
- May provide updates to clients regarding industry trends, events, and regulatory issues.
- Understands and articulates alternative funding strategies.
- Provides proactive client service support in conjunction with the account management team.
- Oversees client projects such as implementation of new business, open enrollment process, and non-discrimination testing.
- Interprets plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
- Provides informal leadership and training to more junior team members.
Requirements
- BA/BS preferred
- Typically more than five years industry and product line experience
- Life, Accident and Health Insurance License required.
Skills
- 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
Experience Level
- Senior
Education Level
- Bachelor's Degree
Salary/Compensations
- $80,000 – $98,500
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
About the Company
- 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.
Equal Opportunity
- NFP is an inclusive Equal Employment Opportunity employer.