Account Manager/Sr. AM, Exec. Life Insurance Solutions (CT hybrid)

Account Manager

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has earned the WORK180 employer endorsement. 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.

The Account Manager (AM or Sr. AM) will service Executive Life Solutions products. This is an external client-facing position, responsible for administering all aspects of assigned employer accounts, including enrollment, billing, and transactional changes. A majority of the day-to-day activities will be interactions with employer plan sponsors and agents via email or phone calls. These interactions will involve answering questions about the group's plan, assisting with the use of our customer self-service portal, and resolving enrollment questions or issues. Additionally, the Account Manager will also be responsible for all administrative activities for assigned employer accounts. This work includes reviewing requested plan additions and terminations to a group's plan, monitoring of open enrollments to ensure timely completion, and managing client payment of premiums.

As an Account Manager, this is an ideal role if you are experienced in managing/servicing corporate clients and are adept at understanding deliverables, forecasting, being responsive, are detail-oriented and organized while ensuring all needs are met. We welcome candidates who have previously held similar roles and are looking to resume in a similar capacity. Your expertise and perspective will be highly valued. Additionally, we provide training on Life Solutions products.

As a Sr. Account Manager, you will have demonstrated experience in managing a book of clients within insurance, life solutions or brokerage services. You will have knowledge of executive life insurance products. You will be able to meet all parameters listed here for an Account Manager and serve as a resource/mentor/team lead for more jr. level staff.

This is a full-time position working a hybrid schedule from our Glastonbury, CT office. We offer a great work-life balance with a flexible schedule of at least two half days in the office (am-1:00) while continuing the rest of the day from home. The other full days can be from home unless required to be in office. Title and salary will be commensurate with experience and knowledge.

Essential Duties and Responsibilities:

• Managing enrollment, billing and premium remittance, transactional changes with employer, agent and carrier partners.
• Providing timely communication with employer, agent and carrier contacts.
• Managing content and output of information in proprietary systems.
• Maintaining premium accounting transactions and records.
• Distribution of policies and other program documents.
• Managing inter-departmental transactions, including product development issues with the Marketing Department; system enhancements and testing with IT Department and product and problem-resolution issues with carrier partners.
• Maintain and/or navigate company's proprietary databases SWIFT and other CRMs.

Knowledge, Skills, and Abilities:

• Must be able to work from the Glastonbury office at least a couple of days a week, required.
• An understanding of Life Insurance products is preferred but not required. We will train on executive life products.
• Experience working with life insurance brokers, producers or wholesalers is preferred.
• Demonstrated ability to identify and evaluate customer problems and provide well-thought-out solutions.
• Must be detail-oriented with strong organizational and time-management skills.
• Reliable with a sense of urgency and initiative; proactive vs. reactive.
• Curious to ask the right questions to uncover client needs.
• Collaborative team player, able to work with and through others.
• Possess excellent oral and written communication skills and interpersonal and customer service skills.
• Demonstrated ability to establish and maintain positive relationships with existing and potential clients.
• Experience with all of MS Office Suite including Outlook and Teams.
• When working from home/out of the office, you must maintain a confidential workspace and high-speed internet.

Education and/or Experience:

• B.S. in Business or similar preferred. HS Diploma or equivalent is required
• At least 3-5 years of experience in servicing corporate clients face-to-face, on the phone, and via email

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 $54,000 – $75,000. 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.