Senior Account Manager

NFP Corp • New York, NY

4d

About The Position

The Senior Account Manager works with Advisors and Account Executives to provide service to clients and manage renewal and marketing processes from beginning to end. The role includes preparing client presentations and communications, participating in client meetings, leading open enrollment presentations, and overseeing open enrollment communications. The position also supports effective client service, develops relationships with clients and carrier contacts, and may manage an assigned book of business. It provides informal leadership and training to junior team members without official supervisory responsibility.

Requirements

• Life, Accident and Health Insurance License required.
• Typically more than five years of industry and product-line experience.
• 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.
• Clear written and oral communication skills.
• Strong Microsoft Excel and PowerPoint skills.
• Strong presentation and public-speaking abilities.

Nice To Haves

• BA/BS preferred.

Responsibilities

• Maintain relationships with carrier and client contacts, participate in meetings and calls, and communicate directly with clients and vendors.
• Manage renewal and marketing processes from start to finish in conjunction with Account Executives and Advisors.
• Review benefit plan summaries and carrier source documents for accuracy and understand complex regulatory language and rules.
• Develop ongoing relationships with clients and their employees and communicate with them about insurance coverage.
• Build relationships with carrier representatives to understand available products and services and recommend options to clients.
• Serve as a subject matter expert on benefits and vendor and carrier products and services, seeking assistance from more senior team members for complex situations.
• Anticipate client needs and work with Account Executives and Advisors to resolve them.
• Review requests for proposals and insurance plan analyses, negotiate with carriers, and recommend renewal actions.
• Draft client presentations with Account Executives or Advisors and take an active role in client meetings.
• Update benefit guides and ensure client resources and communications are current following open enrollment or coverage changes.
• Prepare documents and data for annual client compliance audits and may participate in presenting them.
• Respond to client requests involving products, vendors, or service and performance challenges.
• Ensure Form 5500 is completed and filed on time.
• Provide clients with updates on industry trends, events, and state and federal regulatory issues when appropriate.
• Understand and explain alternative funding strategies.
• Provide proactive client service support in coordination with the account management team.
• Oversee client projects such as new-business implementation, open enrollment, and nondiscrimination testing.
• Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
• Provide informal leadership and training to more junior team members.
• Lead open enrollment presentations and oversee the open enrollment communications process.

Benefits

• Paid time off
• Paid holidays
• 401(k) with match
• Exclusive discount programs
• Health and wellness programs
• Potential eligibility for performance-based incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed