Account Manager (Remote)

NFP Corp•Norwell, MA

3d•$70,000 - $85,000•Remote

About The Position

Advance your career as an Account Manager at NFP, where you will do more than work with others — you will encourage excellent 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, your role is to nurture client relationships. You will ensure their happiness and build their dedication to our brand. In this role, you will handle your own portfolio of clients, taking charge of the day-to-day interactions and becoming their go-to for exceptional service. Your responsibility extends beyond mere management; you will be the cornerstone of our promise to deliver outstanding service, working seamlessly across various operational teams. Be the difference, be the change, be part of our dynamic team! This is a fully remote role, with the ability to work EST working hours.

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 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.
Learns to review 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