Account Executive

NFP Corp•Charlotte, NC

About The Position

This is a full-time, exempt position responsible for delivering high-level client advisory and consultative support across a full suite of health and welfare plans and services. Key responsibilities include preparing and presenting monthly and quarterly reporting, conducting strategic and trend-based analysis, providing guidance on compliance and evolving legislation, reviewing contracts and performance standards, and supporting HR policy and process development to enhance overall client outcomes and operational effectiveness.

Requirements

5+ years direct Client Management experience in Employee Benefits.
Experience in self-funded, core benefits, voluntary benefits, ancillary benefits, and enrollment/eligibility systems options for clients
Resident state Life and Health Department of Insurance License
Exceptional written, oral, interpersonal communication skills
Advanced MS Office skills, to include excel, word, power point
Strong client development and relationship building skills
Ability to work both independently and within a team environment

Nice To Haves

Bachelor Degree preferred.

Responsibilities

Assist with business development for self-funded and fully funded opportunities
Quarterly analysis for existing large clients
Consultative reporting on monthly, quarterly and annual basis
Vendor liaison for clients for all service, billing and eligibility issues with carriers
Responsible for meeting summaries and follow up with team members and external vendors
Familiarity with carrier contracts, polices and differentiators
Responsible for maintaining outstanding checklists and renewal timelines for assigned clients
Effective delegation and follow up with senior team members
Contract review and compliance support
Ensure marketing spreadsheet terms are accurately implemented and documented
Proactive customer service and HR support
Communication, education and wellness support coordinated with team members
Maintain files and databases
Implementation and compliance support in coordination with team members