WHO WE ARE:

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. To learn more, please visit: https://www.NFP.com.
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 service, project management, and vendor coordination.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Effective time management skills.
• Excellent communication skills, both written and oral.
• Strong interpersonal and relationship-building skills.
• Proactive approach to client engagement.
• Strong understanding of benefits administration, industry trends, and carrier products and services.
• Strong project management skills with the ability to manage multiple priorities effectively.
• Ability to work independently and as part of a team.

EDUCATION AND/OR EXPERIENCE:

• 3+ years of experience in benefits account management or a related field.
• Preferably a bachelor’s degree

• Client Interaction and Relationship Building
• Engage with clients regularly to address their needs and foster long-term partnerships.
• Serve as the primary client contact, providing prompt and effective service.
• Prepare and present clear, professional materials during client meetings.
• Project and Deliverable Management
• Manage client deliverables, ensuring all tasks are completed accurately and on time.
• Manage the lifecycle and renewal process for client accounts, including planning, execution, and follow-up.
• Develop and maintain project plans to successfully execute client-related projects.
• Implementation and Coordination
• 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.
• Shared Services Coordination
• Ensure shared services and other support functions are executed effectively to meet client needs.
• Collaborate with internal teams to ensure all aspects of client service are covered.
• Compliance and Regulatory Support
• Ensure benefit plan summaries and carrier documents are accurate and comply with regulations. Explain complex regulatory language to clients.
• Work with the Compliance Team to meet client needs and ensure plans adhere to documents and descriptions. Keep updated on laws including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform.
• 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.
• 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.