Account Manager

About the role

Elevate your career as an Account Manager II at NFP, where you'll be more than just a team member—you'll be a catalyst for exceptional 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 a critical role in nurturing client relationships, ensuring their utmost satisfaction, and solidifying their loyalty to our brand.

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.
• Review contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
• Create 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.
• Affixes to create and update 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.
• Attends 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.
• Affixes to creation of client corporate wellness programs and offerings.

Qualifications

• Associates degree (or equivalent), and BA/BS preferred.
• More than 2-3 years client service and/or industry and product line experience.

Skills

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
• Effective time management and decision-making skills.
• Diligent follow up skills.
• Strong Microsoft Excel and PowerPoint skills.
• Commanding presentation and public speaking abilities.

Benefits

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.

Pay

The base salary offered will be determined on a case-by-case basis. Actual base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. The base salary range for this position is $55,000 – $105,000.

Schedule

NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.