NFP

Who We Are 

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com. 

Summary of Role: 

The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will assist in managing the renewal and marketing process, and prepare employer paperwork, group materials for presentations and communications. At this level, an Account Manager may lead open enrollment presentations and may take an active role in client meetings. Account Managers, answer level I day to day service questions and issues and escalate as needed to the Account Executive. Account managers assist in preparing stewardship and other administrative task as needed. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities: 

• Works proactively to develop relationships with carrier and client contacts;
• Communicates directly with clients and carriers.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Draft renewal presentation.
• Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for Advisor.
• Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls.
• Has direct contact with clients and relies on a growing knowledge of the details of various insurance coverages.
• Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients.
• Work with advisors or more senior team members to identify the strategies to meet client needs.
• Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions.
• Assist with client renewals and marketing and client meeting presentations;
• Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change.
• Attend to client requests including product or vendor service or performance challenges.
• Ensure 5500 form is filed and completed in a timely manner (when applicable).
• Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors.
• Learns about alternative funding strategies and remain up to date on industry trends and regulatory issues.
• General client service support in conjunction with the account management team
• Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
• Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support.

Knowledge, Skills, and/or Abilities: 

• 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

Education and/or Experience: 

• Associates degree (or equivalent), and BA/BS preferred
• 2 or more years’ client service and/or industry and product line experience desired

Certificates, Licenses, Registration:

• Life, Accident and Health Insurance License required.

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. 

NFP and You... Better together! 

NFP is an inclusive Equal Employment Opportunity employer.