Account Manager

Join to apply for the Account Manager - Employee Benefits role at NFP, an Aon company

1 day ago Be among the first 25 applicants

Join to apply for the Account Manager - Employee Benefits role at NFP, an Aon company

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:

ACCOU
013863_1

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:

Summary of Role: The Account Manager is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will assist in managing the renewal and marketing process, and prepare employer paperwork, group materials for presentations and communications.

At this level, an Account Manager may lead open enrollment presentations and may take an active role in client meetings. Account Managers, answer level I day to day service questions and issues and escalate as needed to the Account Executive. Account managers assist in preparing stewardship and other administrative task as needed. Work is completed with a significant amount of independent discretion.

While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties And Responsibilities

• Works proactively to develop relationships with carrier and client contacts;
• Communicates directly with clients and carriers
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Draft renewal presentation
• Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for Advisor
• Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls
• Has direct contact with clients and relies on a growing knowledge of the details of various insurance coverages
• Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
• Work with advisors or more senior team members to identify the strategies to meet client needs
• Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions
• Assist with client renewals and marketing and client meeting presentations;
• Review benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
• Attend to client requests including product or vendor service or performance challenges
• Ensure 5500 form is filed and completed in a timely manner (when applicable)
• Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors
• Learns about alternative funding strategies and remain up to date on industry trends and regulatory issues
• General client service support in conjunction with the account management team
• Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc
• Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support

• Knowledge of benefits administration, Health Care Reform, industry trends, carrier products and…