Job Description

Who We Are

We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

NFP is hiring a Senior Account Manager who will be responsible for working with Advisors and Account Executives to service client accounts. The position requires supporting them in day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Senior Account Manager leads open enrollment presentations and manages the OE communication process and takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manage their own block of business, depending on group size.

Essential Duties and Responsibilities

Works proactively to maintain relationships with carrier and client contacts. Takes significant role in meetings and on calls. Communicates directly with clients and vendors
The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors
Reviews, benefit plan summaries, and carrier source documents for accuracy. Understands more difficult and complex regulatory language and rules
May have an assigned book of business
May serve as a mentor to more junior team members, trains more junior team members
Develops and maintains ongoing relationships with clients and their employees. Communicates directly with them and relies on a growing knowledge of the details of various insurance coverages
Develops relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients
Acts as the subject matter expert on benefits and vendor/carrier products and services. Gets assistance on complex situations or products from more senior team members
Begin to anticipate client needs, works with Account Executives / Advisors to resolve
Reviews request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions
Drafts client presentations in collaboration with Account Executives or Advisors; takes active role in client meetings
Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
Prepare document and data for annual client compliance audits to be presented by Account Executive, may take active role in presentation
Attend to client requests including product or vendor service or performance challenges
Ensure 5500 form is filed and completed in a timely manner
May provide updates to clients regarding appropriate industry trends and events, including all state and federal regulatory issues
Understands and articulates alternative funding strategies
Proactive client service support in conjunction with the account management team
Oversees client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc
Interprets plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions
Provides informal leadership and training to more junior team members, based on experience, without official supervisory responsibility

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 five years industry and product line experience

Certificates, Licenses, Registration

Life, Accident and Health Insurance License required

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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Job Type: Full-time

Benefits: