Account Manager

Account ManagerElevate your career as an Account Manager at NFP, where you'll be more than just a team member—you'll be a motivator for exceptional client experiences. Immerse yourself in a role that blends technology with personalized service, ensuring each client feels uniquely valued. As a pivotal member of our account management team, you will play a critical role in cultivating client relationships, ensuring their utmost satisfaction, and solidifying their loyalty to our brand. In this role, you will handle your own portfolio of clients, taking charge of the day-to-day interactions and becoming their go-to for exceptional service. Your responsibility extends beyond mere management; you will be the cornerstone of our promise to deliver top-notch service, working seamlessly across various operational teams. Be the difference, be the change, be part of our dynamic team.Essential Duties and Responsibilities:Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.Learns to review contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor.At this level, they will begin to learn more complex compliance and regulatory policy language.Creates and maintain client files in accordance with office procedures. May be responsible for keeping client policy recordsTakes the lead on answering questions from clients and/or insurance company personnel such as ID card request, claims or billing questionsBegins to develop ongoing relationships with clients. Coordinates with Senior Account Manager, Account Executives or Advisors in doing so.Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clientsLearns vendor/carrier products and services from the more senior Account Manager or Account Executive.Begins to review and analyze requests for proposals and insurance plan analyses.Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member.Assist with creating and updating benefits related guides, education resources for clientsLearns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing documentAttend to client requests including product or vendor service or performance challengesFile form 5500 filing, reaching out for assistance as needed.Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team membersCreate monthly, quarterly and annual reports for client review as neededDistribute monthly / quarterly newsletters and other briefings and content as appropriateKnowledge, Skills, and/or Abilities:Knowledge of benefits administration, Healthcare Reform, industry trends, carrier products and servicesAbility to work independently and anticipate client and team needsEffective time management and decision making skillsDiligent follow-up skillsAbility to express ideas clearly in both written and oral communicationsStrong Microsoft Excel and PowerPoint skillsCommanding presentation and public speaking abilitiesEducation and/or Experience: Associates degree or equivalent experience, and BA/BS preferred More than 3 years' client service and/or industry and product line experienceCertificates, Licenses, Registration: Appropriately licensed or ability to obtain licensing if requiredWhat 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 $56,800 – $80,000. 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. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.NFP is an inclusive Equal Employment Opportunity employer.