Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance, helping clients manage their most significant risks. The Account Manager I will assist senior team members in servicing client accounts, manage renewals, and develop client relationships while ensuring efficient service delivery.
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
Skills
- Associates degree (or equivalent)
- 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
- Appropriately licensed or ability to obtain licensing if required
- BA/BS preferred
- 1-3 years client service and/or industry and product line experience
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. It was founded in 1999, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is http://www.nfp.com.