Hybrid Sr. Account Executive

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, visit

This is a full‑time position requiring the Senior Account Executive to interact with clients and develop relationships in order to meet clients’ needs. The Senior Account Executive will research, analyze, and evaluate medical, dental, life, disability and other benefit plans and act as a benefit advisor for fully insured and self‑funded clients.

• Maintain communication with Consultants to strategize overall client needs
• Conduct pre‑renewal visits and provide benefit and plan design strategy, benchmarking information, and survey material when necessary
• Oversee marketing and RFP process until renewal completion
• Coordinate with Benefit Analyst to provide necessary documentation and timelines for RFP
• Peer‑review spreadsheets and client recommendation write‑ups
• Negotiate and ensure proper assignment of client commissions; prepare commission checklists for renewals
• Act as liaison between insurance carriers and clients to communicate final plan decisions, rates, and sold commissions
• Manage activities of Benefit Coordinator, including post‑enrollment tasks
• Conduct regular client meetings with management staff (e.g., HR, CFO, Healthcare Committee) to review service, compliance, education needs or client experience
• Conduct employee meetings and prepare communication pieces for open enrollment such as PowerPoint presentations and newsletters
• Handle escalated claims and complex compliance issues; coordinate with Client Service Manager to review servicing needs and identify educational opportunities
• Review certificates, SPDs, SBCs, contracts, and plan installation materials for accuracy
• Build and maintain corporate wellness programs using carrier and third‑party vendors as resources
• Keep clients aware of industry trends, events, and all state and federal regulatory updates, explaining legislative guidelines such as COBRA, HIPAA, ERISA, Section 125, Medicare Part D, ARRA and Health Care Reform
• Consult with clients to ensure they utilize appropriate resources for compliance requirements
• Meet with carriers regularly to stay updated on product and benefit plan information
• Seek opportunities for cross‑selling and present new NFP initiatives and products (e.g., 401K, P&C, Evolution 1, Vitality, EASE, Worksite, and HR Services)
• Ensure all client data is entered into the CRM System
• Maintain confidentiality and HIPAA compliance with all client information obtained in the course of work

• Knowledge of benefits administration, health care reform, industry trends, carrier products and services
• Ability to work independently and in a team setting
• Ability to anticipate and meet client and team needs
• Excellent interpersonal skills in communications with both external and internal clients
• Demonstration of project management and consulting skills
• Effective time management and decision‑making skills
• Ability to express ideas clearly in written and oral communications
• Strong Microsoft skills (Excel, Word, PowerPoint, Outlook)

• Three‑year college or university degree
• 3+ years of health and welfare consulting experience (preferred)

• Valid Ohio Life, Accident and Health License
• Ongoing education required
  • CE requirements
  • HIPAA certification
  • NFP and carrier compliance training

• No direct supervision; the role requires oversight and collaboration with the benefit administration team involved with each client’s book of business

Climate‑controlled open office environment. Travel to client offices and work locations 25% of the time, with additional travel during periods of heavy activity such as fall open enrollment season.

The information on this description has been designed to indicate the general…