Account Manager - Employee Benefits
About The Position
NFP is hiring an Account Manager to support employee benefits clients and deliver a high level of personalized service. The role manages a portfolio of clients, serves as a primary contact for day-to-day interactions, and works with operational teams and senior colleagues to nurture client relationships and strengthen client satisfaction. The portfolio may involve more complex compliance, finance, and marketing matters. The Account Manager supports proposals, plan and contract reviews, renewals, compliance activities, reporting, client communications, and benefits projects. Work is performed in coordination with Account Executives, Advisors, Senior Account Managers, or other senior team members, with increasing responsibility for client and carrier relationships.
Requirements
- Knowledge of benefits administration, HealthCare Reform, industry trends, and 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 communicate ideas clearly in writing and orally.
- Strong Microsoft Excel and PowerPoint skills.
- Commanding presentation and public-speaking abilities.
- More than 3 years of client service and/or industry and product-line experience.
- Appropriate licensing, or ability to obtain required licensing.
Nice To Haves
- Bachelor of Arts or Bachelor of Science degree preferred.
Responsibilities
- Work with senior team members to prepare and send requests for proposals to applicable insurance carriers and organize proposal results in spreadsheets.
- Learn to review contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of an Account Executive or Advisor.
- Create and maintain client files in accordance with office procedures and, when assigned, maintain client policy records.
- Respond to client and insurance company questions, including requests involving ID cards, claims, and billing.
- Develop ongoing client relationships in coordination with Senior Account Managers, Account Executives, or Advisors.
- Develop relationships with carrier representatives to understand available products and services and recommend them to clients.
- Learn vendor and carrier products and services from more senior colleagues.
- Review and analyze requests for proposals and insurance plan analyses.
- Participate in carrier negotiations and recommend renewal actions under the direction of a senior team member.
- Assist Account Managers with drafting renewal presentations.
- Help create and update benefits-related guides and client education resources.
- Learn to conduct annual client compliance audits using the NFP portal and assist senior Account Managers with related preparation.
- Respond to client requests and address product, vendor-service, or performance challenges.
- File Form 5500, seeking assistance as needed.
- Participate in client projects, including new-business implementation, open enrollment, and nondiscrimination testing, under the direction of senior team members.
- Create monthly, quarterly, and annual reports for client review as needed.
- Distribute monthly or quarterly newsletters, briefings, and other content as appropriate.
- Assist with creating client corporate wellness programs and offerings.
Benefits
- Paid time off and paid holidays.
- 401(k) with employer match.
- Exclusive discount programs.
- Health and wellness programs.
- Potential eligibility for performance-based incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
