Account Manager - Employee Benefits (Hybrid)

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, helping companies and individuals worldwide address risk, workforce, wealth management, and retirement challenges through custom solutions and a people‑first approach. Learn more at Summary of the Role The Account Manager II works with Producers and Account Executives to service client accounts. Responsibilities include day‑to‑day client servicing for a specific set of clients, managing the renewal and marketing process, preparing materials for presentations and communications, and leading open enrollment presentations. The role involves significant independent discretion and requires developing relationships with clients and carrier contacts to deliver services efficiently. 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. Learning to reviewing 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 records Takes the lead on answering questions from clients and/or insurance company personnel such as ID card request, claims or billing questions Begins 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 clients Learns 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. May assist Account Manager in drafting renewal presentations Assist with creating and updating benefits related guides, education resources for clients Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing document Attend to client requests including product or vendor service or performance challenges File 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 members Create monthly, quarterly and annual reports for client review as needed Distribute monthly / quarterly newsletters and other briefings and content as appropriate Assist with creation of client corporate wellness programs and offerings Knowledge, Skills, And/or Abilities Knowledge of benefits administration, Health Care 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 Associates degree (or equivalent), and BA/BS preferred More than 3 years’ client service and/or industry and product line experience Certificates, Licenses, Registration Appropriately licensed or ability to obtain licensing if required What We Offer We offer a competitive salary of $55,000–$85,000, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary is determined by experience, credentials, education, certifications, skill level, scope, and geographic location. In addition to the base salary, the position may be eligible for performance‑based incentives. NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr NFP, an Aon company