Account Manager

NFP•Norwell, MA

10h

About The Position

Elevate your career as an Account Manager II at NFP, where you'll be more than just a team member—you'll be a catalyst for exceptional 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 a critical role in nurturing client relationships, ensuring their utmost satisfaction, and solidifying their loyalty to our brand. Within this position, you'll oversee a portfolio of clients, dealing with heightened complexity in areas such as compliance, finance, and marketing. You will assume control of daily interactions, becoming the primary point of contact for exceptional service. Your role goes beyond basic management; you will serve as the cornerstone of our commitment to delivering outstanding service, collaborating seamlessly with diverse operational teams. Be the difference, be the change, be part of our dynamic team.

Requirements

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
Associates degree (or equivalent), and BA/BS preferred
More than 2-3 years client service and/or industry and product line experience
Appropriately licensed or ability to obtain licensing if required

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.
Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
At this level, they will begin to learn more complex compliance and regulatory policy language.
Creates and maintain 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
Begins to develop 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 products and services in the marketplace and recommend them to clients
Learns vendor/carrier products and services from the more senior Account Manager or Account Executive.
Begins to review and analyze requests for proposals and insurance plan analyses.
Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member.
May assist Account Manager in drafting renewal presentations
Assist with creating 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 document
Attend to client requests including product or vendor service or performance challenges
File form 5500 filing, reaching out for assistance as needed.
Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members
Create 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