Account Manager

Account Manager-I

This is a full-time position, working within the Hafetz Retention Team. The Account Manager-I will work within the team to help manage the renewal and marketing process, prepare presentations and communication materials and assist team members with day-to-day client servicing. Within this role, the Account Manager-I should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities:

• Initiates renewal communication with assigned monthly clients
• Manage the Renewal/ Quoting process for assigned monthly clients; present and recommend plan options
• Coordinate the implementation of new plans and/or continuation of current plans and contract changes for monthly assigned clients
• Provide SBCs and Model Notices for Open Enrollment; Additional communications prepared as needed
• Assist in day-to-day client servicing by fielding specific client questions and needs
• Understand, interpret and articulate carrier and vendor responses to clients
• Develop effective relationships with client and carrier contacts
• Research compliance issues and questions
• Work independently to manage client services, renewals and marketing requests
• Ensure all client data is entered into CRM System (AgencyBloc) in a timely manner
• Additional duties as assigned

Knowledge, Skills and/or Abilities:

• Knowledge of benefits administration, HealthCare Reform, industry trends, 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 both written and oral communications
• Strong Microsoft Excel and PowerPoint skills
• Commanding presentation and public speaking abilities

Education and/or Experience:

• Preferably a bachelor's degree
• 3+ years of health and welfare consulting or Account Management experience required
• NJ Life, Accident and Health License required

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $60,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. NFP is an inclusive Equal Employment Opportunity employer.