Senior Account Manager

NFP Corp•Norwell, MA

15d•$80,000 - $98,500

About The Position

NFP, an Aon company, is seeking a Senior Account Manager to join its account servicing team. The role works closely with Advisors and Account Executives to provide client service and manage renewal and marketing processes from start to finish. It also supports client presentations and communications, leads open enrollment presentations, oversees open enrollment communications, participates in client meetings, and helps drive efficient service delivery. The Senior Account Manager maintains client and carrier relationships, may manage an assigned book of business, and serves as a benefits and vendor/carrier products and services subject matter expert. The role oversees client projects such as new-business implementation, open enrollment, and nondiscrimination testing, and provides informal mentoring and training to junior team members without official supervisory responsibility. A BA/BS is preferred, typically more than five years of industry and product-line experience is expected, and a Life, Accident and Health Insurance License is required.

Requirements

Typically more than five years of industry and product-line experience.
Life, Accident and Health Insurance License required.
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 express ideas clearly in written and oral communications.
Strong Microsoft Excel and PowerPoint skills.
Commanding presentation and public-speaking abilities.

Nice To Haves

BA/BS preferred.

Responsibilities

Maintain relationships with carrier and client contacts; communicate directly with clients and vendors and take an active role in meetings and calls.
Manage the renewal and marketing process from start to finish in conjunction with Account Executives and Advisors.
Review benefit plan summaries and carrier source documents for accuracy, including complex regulatory language and rules.
Develop and maintain relationships with clients and their employees and respond to their needs.
Build relationships with carrier representatives to understand marketplace products and services and recommend them to clients.
Act as a subject matter expert on benefits and vendor/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 and participate actively in client meetings.
Update benefit guides and keep client resources and communications 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 product or vendor service and performance challenges.
Ensure Form 5500 is filed and completed in a timely manner.
May update clients about industry trends, events, and state and federal regulatory issues.
Understand and explain alternative funding strategies.
Provide proactive client-service support with the account management team.
Oversee client projects, including new-business implementation, open enrollment, and nondiscrimination testing.
Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
Provide informal leadership, mentoring, and training to more junior team members without official supervisory responsibility.