Benefits Account Manager

Account Manager

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.

Job Summary

The Account Manager is responsible for working with Consultants to service client accounts. This role involves managing the renewal process from start to finish, leading open enrollment presentations, and taking an active role in client relationship building. The Account Manager will also be responsible for day-to-day client servicing, project management, and vendor coordination. The ideal candidate will bring strong communication skills, project management experience, and a proactive approach to client engagement.

Key Responsibilities

• Day-to-Day Client Point of Contact: Serve as the primary contact for clients, addressing their needs and concerns promptly and effectively. Maintain regular communication with clients to ensure their satisfaction and address any issues that arise.
• Delivery and Execution of Deliverables: Own the delivery and execution of all client deliverables, ensuring they are completed accurately and on time. Coordinate with internal teams to ensure all client requirements are met.
• Project Management: Manage the lifecycle and renewal process for client accounts, including planning, execution, and follow-up. Develop and maintain project plans to ensure successful completion of all client-related projects.
• Implementation Lead: Lead the implementation of new business and open enrollment processes, ensuring smooth transitions and successful outcomes. Coordinate with clients and vendors to manage implementation timelines and deliverables.
• Vendor Coordination: Coordinate with vendors to ensure seamless service delivery and address any issues that arise. Develop and maintain strong relationships with vendor representatives to enhance service quality.
• Relationship Building: Build and deepen relationships with clients, fostering trust and long-term partnerships. Engage in client relationship-building activities, including in-person meetings and events.
• Shared Services Coordination: Ensure shared services and other support functions are executing effectively to meet client needs. Collaborate with internal teams to ensure all aspects of client service are covered.
• Client Meetings: Take an active role in client meetings, presenting information and addressing client questions. Prepare materials for presentations and communications, ensuring they are clear and professional.
• Benefit Plan Reviews: Review benefit plan summaries and carrier source documents for accuracy, ensuring compliance with regulatory requirements. Understand and articulate complex regulatory language and rules to clients.
• Renewal and Marketing Process: Manage the renewal and marketing process from start to finish, negotiating with carriers and recommending renewal actions. Develop and execute marketing plans in collaboration with Consultants and Analysts.
• Client Resources: Update benefit guides and ensure client resources and communications are up to date following open enrollment or coverage changes. Ensure all client data is entered into CRM systems (e.g., Salesforce) in a timely manner.
• Compliance Support: Partner with the Compliance Team to support client needs and ensure compliance with plan documents and summary plan descriptions. Stay informed about relevant legislative guidelines and updates, including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform.

Qualifications

• 3+ years of experience in employee benefits or a related field.
• Strong understanding of benefits administration, industry trends, and carrier products and services.
• Proven ability to manage client relationships and anticipate client needs.
• Excellent communication skills, both written and oral.
• Strong Microsoft Excel and PowerPoint skills.
• Project management skills with the ability to manage multiple priorities effectively.
• Ability to work independently and as part of a team.

Education

• Preferably a bachelor's degree or equivalent experience.
• Relevant professional certifications are a plus.

Preferred Skills

• Effective time management and decision-making skills.
• Presentation and public speaking abilities.
• Diligent follow-up skills.

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 $54,000.00 to $105,000.00. 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 and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.