Account Manager - Employee Benefits (Hybrid)

NFP Corp•Town of Colonie, NY

7d•$65,000 - $75,000•Hybrid

About The Position

Elevate your career as an Account Manager at NFP, where you'll be more than just a team member—you'll be a motivator for outstanding client experiences. Immerse yourself in a role that blends technology with personalized service, ensuring each client feels uniquely valued. As a pivotal member of our account management team, you will play an important role in cultivating client relationships, ensuring their utmost satisfaction, and solidifying their dedication to our brand. In this role, you will lead your own portfolio of clients, taking charge of the day-to-day interactions and becoming their go-to for outstanding service. Your responsibility extends beyond mere management; you will be the cornerstone of our promise to deliver top-notch service, working seamlessly across various operational teams. Be the difference, be the change, be part of our dynamic team.

Requirements

Knowledge of benefits administration, HealthCare Reform, industry trends, and offerings from insurance carriers
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
Associates degree (or equivalent), and BA/BS preferred
More than 3 years’ client service and/or industry and product line experience
Appropriately licensed or ability to acquire licensing if required

Responsibilities

Work with guide colleagues to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
Learns to review contracts, benefit plan summaries, and carrier source documents for accuracy guided by the Account Executive or Advisor. At this level, they will begin to explore more sophisticated compliance and regulatory policy language.
Builds 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 requests, claims, or billing questions
Starts to build 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 offerings and solutions in the marketplace and recommend them to clients
Learns vendor/carrier products and services from the Account Manager or Account Executive with greater experience. ; assist
Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommends renewal actions, guided by a senior team member.
May assist Account Manager in drafting renewal presentations
Assist with crafting 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 documentation
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, inclusivity testing, etc. guided by more senior team members
Develop monthly, quarterly, and annual reports for client review as needed
Distribute monthly/quarterly newsletters and other briefings and content as appropriate
Assist with creation of client corporate wellness programs and offerings