Employee Benefits Account Manger II

NFP Corp•Indianapolis, IN

2d•Hybrid

About The Position

NFP is seeking an experienced Employee Benefits Account Manager II to join its growing Indianapolis benefits practice. This role serves as a critical partner to Consultants and Producers, helping manage a sophisticated portfolio of employer clients while acting as the primary day-to-day contact for many client relationships. The Account Manager II is responsible for the execution of key client deliverables, renewal and marketing activities, implementation projects, vendor coordination, and ongoing service needs, ensuring clients receive proactive, high-quality support throughout the year. Ideal candidates will bring strong employee benefits knowledge, experience managing sophisticated accounts, and the ability to build trusted relationships with both clients and carrier partners. This opportunity offers exposure to a collaborative, team-based consulting environment where Account Managers play a highly visible role in client strategy and execution. The Indianapolis office continues to experience significant growth and is known for its strong culture, tenured leadership, and commitment to employee development. Working alongside experienced Consultants, Producers, analysts, compliance professionals, and additional subject matter experts, this is an excellent opportunity for someone looking to expand their technical expertise, take ownership of client outcomes, and continue advancing their career within a high-performing benefits organization!

Requirements

3+ years of experience in benefits account management or a related field.
Strong understanding of benefits administration, industry trends, and carrier products and services.
Proven track record to lead client relationships and anticipate client needs.
Excellent communication skills, both written and oral.
Strong Microsoft Excel and PowerPoint skills.
Project management skills with the ability to balance multiple priorities effectively.
Ability to work independently and as part of a team.
Effective time management and decision-making skills.
Presentation and public speaking abilities.
Diligent follow-up skills.
Life & Health Insurance License

Nice To Haves

Preferably a bachelor's degree.

Responsibilities

Serve as the day-to-day contact for clients, addressing their needs and concerns promptly and effectively.
Maintain regular communication with clients to ensure their satisfaction and address any issues that arise.
Build and deepen relationships with clients, fostering trust and long-term partnerships.
Engage in client relationship-building activities, including in-person meetings and events.
Take an active role in client meetings, presenting information and addressing client questions.
Prepare materials for presentations and communications, ensuring they are clear and professional.
Own the delivery and execution of all client deliverables, ensuring they are completed accurately and on time.
Coordinate with internal teams to ensure all client requirements are met.
Manage the lifecycle and renewal process for client accounts, including planning, execution, and follow-up.
Develop and maintain project plans to ensure successful completion of all client-related projects.
Lead the implementation of new business and open enrollment processes, ensuring smooth transitions and successful outcomes.
Coordinate with clients and vendors to manage implementation timelines and deliverables.
Coordinate with vendors to ensure seamless service delivery and address any issues that arise.
Develop and maintain strong relationships with vendor representatives to enhance service quality.
Ensure shared services and other support functions are executing effectively to meet client needs.
Collaborate with internal teams to ensure all aspects of client service are covered.
Review benefit plan summaries and carrier source documents for accuracy, ensuring compliance with regulatory requirements.
Understand and articulate complex regulatory language and rules to clients.
Partner with the Compliance Team to support client needs and ensure compliance with plan documents and summary plan descriptions.
Stay informed about relevant legislative guidelines and updates, including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform.
Supervises the 5500 process in coordination with vendors and partners
Handle the renewal and marketing process from start to finish, negotiating with carriers and recommending renewal actions.
Develop and implement marketing plans in collaboration with Consultants and Analysts.
Update employee and client communications and ensure all information is current after enrollment or coverage changes.
Enter client data promptly into CRM systems (e.g., Salesforce).
Maintain accurate and up-to-date documentation of client interactions, deliverables, and project progress.
Prepare regular reports for internal and client review.
Work closely with team members to ensure cohesive and efficient service delivery.
Participate in team meetings and contribute to the development of best practices and process improvements.