Account Manager- Employee Benefits
Company: NFP Corp
Location: Niverville
Posted on: June 25, 2022
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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
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