Associate Account Manager

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, helping 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.

About the role

Offer administrative and client service support to the Account Management team, facilitating renewals, open enrollments, implementations, carrier communications, and routine client needs. This role provides broad exposure to employee benefits operations, including proposal preparation, client meeting support, eligibility and billing issue resolution, 5500 administration, data management, and ongoing interaction with clients, carriers, and vendors while developing industry knowledge and technical expertise.

Responsibilities

• Gain exposure to clients and carrier contacts; attend meetings and calls without taking an active role.
• Collaborate with Account Executives to prepare insurance company proposal requests and spreadsheet results, benefits, and rates.
• Review client documents and summary of benefits and coverage for accuracy under the direction of more senior team members.
• Create and maintain client files in accordance with office procedures.
• Answer administrative questions from clients and/or insurance company personnel such as ID card requests, claims, or billing questions.
• Provide direct contact with vendors or clients for clerical and administrative assistance.
• Support Account Executives during open enrollments administration.
• Assist Account Executives in preparing insurance company proposal requests and spreadsheeting proposals.
• Assist Account Teams in preparing for client meetings by reviewing presentations for grammar, verification of rates and benefits, and ensuring appropriate formatting.
• Coordinate client mailings, communications, or packets related to Open Enrollment, as directed by the Account Executives.
• Complete and process group applications and Broker of Record letters, as directed by the Account Executives.
• Create and maintain a client calendar, remind more senior team members of important dates to ensure completion of pending items and future deliverables.
• Assist in researching questions regarding benefits and vendor/carrier products and services.
• Support enrollment fulfillment during renewal and new business onboarding processes.
• Assist Account Executives in gathering Form 5500 information, maintain the 5500 calendar and tracker, and contact carriers when needed.
• Assist Account Executives with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
• Assist with problem resolution on claims, billing, and eligibility issues with carriers.
• Build and maintain files and client data; maintain client data in Salesforce, as advised by Account Executives.
• Attend seminars and classes related to the department and participate in training regarding carrier products and systems.

Requirements

• Undergraduate degree required.
• 1-2 years of benefits experience.
• License is required.

Skills

• 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.

Benefits

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

Pay

The base salary range for this position is $46,500 – $74,400. 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.