Account Manager II- Employee Benefits - Military Veterans
at NFP
NFP Corp
To apply for this position please CLICK HERE
Who We Are
NFP, an Aon Company, is a multi-year 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 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 II is responsible for day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. 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 deliver services effectively and efficiently to clients. The Account Manager II may rely on Account Executives or senior team members for support with service and strategy.
Essential Duties and Responsibilities:
- Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services.
- Build and maintain strong relationships with carriers, companies and clients.
- Anticipate client needs and identify the strategies to solve them.
- Resolve day-to-day client service inquiries (e.g., eligibility, BenAdmin support) and anticipate client needs to provide a greater level of service and support.
- Quarterback any product or carrier/vendor service or performance challenges with support from Account Executives or senior team members as needed.
- Manage client renewal process, with support from Account Executives or senior team members for benefits strategy as needed.
- Maintain a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion.
- Use online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables. (Small market only).
- Understand and articulate alternative funding strategies. (Large market only).
- Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business.
- Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
- Understand and articulate alternative funding strategies.
- Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant guidelines.
- Conduct and present annual client compliance audits.
- Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs).
- Ensure all client data is entered into CRM System (Salesforce) in a timely manner.
- Perform other duties as assigned and consistently makes independent judgements 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:
- BA/BS preferred
- Typically, more than 5 years industry and product line experience.
- 4+ years of health and welfare consulting experience required.
Certificates, Licenses, Registration:
- Life, Accident and Health Insurance License required.
- GBA or CEBS Certification a plus.
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
NFP is 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 $67,000 – $96,000. 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.
NFP is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.
Des Moines, IA
Who We Are
NFP, an Aon Company, is a multi-year 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 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.
Our teams strive to embody excellence in everything we do – and we’re proud to be recognized for it. Our vision isn’t all about the numbers. But we’ve found that our reputation as an exceptional provider of personal and corporate consultative services hasn’t gone unnoticed. We’re proud to say we’re the:
- #7 Largest benefits broker by global revenue, Business Insurance
- #8 Best place to work in insurance, Business Insurance
- #8 Commercial lines agency, Insurance Journal
- #10 Largest property & casualty agency, Insurance Journal
- #13 Personal lines agency, Insurance Journal
- #13 Global insurance broker, Best's Review
- #13 Largest broker of US business, Business Insurance
We’re also 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.