Account Manager- Employee Benefits

Company: NFP Corp
Location: Niverville
Posted on: June 25, 2022

Job Description:

Who We Are We're NFP, a four-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, and 2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business -is -personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: -The Role: Summary : The Account Manager is responsible for working with Advisors and Account Executives to service client accounts. The position requires supporting them in the day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. - The Account Manager will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. They should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. - - In this role, the Account Manager requires a great deal of supervision and direction from more senior team members. Essential Duties and 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. Begin to learn more complex compliance and regulatory policy language. Creates and maintains 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 as well as carrier portal education, instruction and training. Begins to develop ongoing relationships with clients. Coordinates with Senior Account Manager, Account Executives or Advisors in doing so. Develops internal NFP resources and external relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients Learns internal NFP and external vendor/carrier products and services from the more senior Account Manager or Account Executive. Reviews and analyze requests for proposals and insurance plan analyses. Assist Senior Account Manager/Account Executive in drafting renewal presentations Assist with creating and updating benefit related guides, education resources for clients Attend to client requests including product or vendor service or performance challenges Support client and team projects Distribute monthly / quarterly newsletters and other briefings and content as appropriate Knowledge, Skills, and/or Abilities: 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 Salesforce and SmartSheet Education and/or Experience: - 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 What We Offer NFP is 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. NFP and You... Better. Together. NFP is an inclusive Equal Employment Opportunity employer.

Keywords: NFP Corp, Albany , Account Manager- Employee Benefits, Executive , Niverville, New York