Account Manager - Employee Benefits (Hybrid)

About the role

The Account Manager II is responsible for working with Producers and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications.

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 requests, 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.
• Aid in 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 documents.
• Attend to client requests including product or vendor service or performance challenges.
• File form 5500 filing, reaching out for assistance as needed.
• Participate 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.
• Aid in creation of client corporate wellness programs and offerings.

Requirements

Associates degree (or equivalent), and BA/BS preferred. More than 3 years’ client service and/or industry and product line experience. Certificates, Licenses, Registration: Appropriately licensed or ability to obtain licensing if required.

Qualifications

Knowledge of benefits administration, Health Care 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.

Skills

• Knowledge of benefits administration, Health Care Reform, industry trends, carrier products and services
• 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

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 range for this position is $55,000 – $85,000. The 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. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

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