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    Account Executive - Columbus, United States - National Financial Partners

    National Financial Partners
    National Financial Partners Columbus, United States

    2 weeks ago

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    Description
    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 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: .

    Summary of Role:

    The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to take on the role of primary point of contact for clients. The Account Executive may have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are completed timely and accurately.

    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.
    • Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion.
    • Build and maintain strong relationships with carriers, companies and clients.
    • Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
    • Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
    • Anticipate client needs and identify the strategies to solve them.
    • Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business.
    • Understand and articulate alternative funding strategies.
    • Oversee open enrollment process for clients; Review employee presentations and communication materials.
    • Conduct and present annual client compliance audits with Regional Compliance resource.
    • Genuine understanding of client financial mechanics and projections.
    • Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant
    • Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)
    • May review the work of the Account Managers on the team and provide informal mentorship to them.
    • Ensure all client data is entered into CRM System (Salesforce) in a timely manner.
    • Work with client service team to develop and execute client strategy plan and defined deliverables.
    Knowledge, Skills, and/or Abilities:
    • Advanced 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, Word and PowerPoint skills
    • Strong presentation and public speaking abilities
    • Strong Internet skills including social media
    • Salesforce experience helpful
    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

    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.
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