Account Manager

NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative advisory services to help clients address their risk and wealth management challenges. The Account Manager I will support senior team members in managing client accounts, preparing proposals, and developing client relationships while learning the complexities of compliance and insurance products.

Responsibilities

• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
• Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor
• At this level, they will begin to learn more complex compliance and regulatory policy language
• Creates and maintain client files in accordance with office procedures
• May be responsible for keeping client policy records
• Takes the lead on answering questions from clients and/or insurance company personnel such as ID card request, claims or billing questions
• Begins to develop ongoing relationships with clients
• Coordinates with Senior Account Manager, Account Executives or Advisors in doing so
• Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
• Learns vendor/carrier products and services from the more senior Account Manager or Account Executive
• Begins to review and analyze requests for proposals and insurance plan analyses
• Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member
• May assist Account Manager in drafting renewal presentations
• Assist with creating and updating benefits related guides, education resources for clients
• Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing document
• Attend to client requests including product or vendor service or performance challenges
• File form 5500 filing, reaching out for assistance as needed
• Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members
• Create monthly, quarterly and annual reports for client review as needed
• Distribute monthly / quarterly newsletters and other briefings and content as appropriate
• Assist with creation of client corporate wellness programs and offerings

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
• Associates degree (or equivalent), and BA/BS preferred
• 1-3 years client service and/or industry and product line experience
• Appropriately licensed or ability to obtain licensing if required

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Company Overview