Account Manager - Boston
12 hours ago
Job description
ACCOU014844_2Who 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:
Summary
The Account Manager I is responsible for working with more senior Account Managers and Account Executives to service client accounts.
The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.
The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications.
While in this role, this person will begin to lead open enrollment presentations with senior team member direction.They should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
May become primary account manager for limited number of clients. In this role, the Account Manager I requires a great deal of supervision and direction from more senior team membersEssential Duties And Responsibilities
Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
At this level, they will begin to learn more complex compliance and regulatory policy languageCreates and maintain client files in accordance with office procedures. May be responsible for keeping client policy records
Takes the lead on answering questions from clients and/or insurance company personnel such as ID card request, claims or billing questions
Begins to develop ongoing relationships with clients. Coordinates with Senior Account Manager, Account Executives or Advisors in doing so
Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
Learns vendor/carrier products and services from the more senior Account Manager or Account Executive
Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member
May assist Account Manager in drafting renewal presentations
Assist with creating and updating benefits related guides, education resources for clients
Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing document
Attend to client requests including product or vendor service or performance challenges
File form 5500 filing, reaching out for assistance as needed
Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members
Create monthly, quarterly and annual reports for client review as needed
Distribute monthly / quarterly newsletters and other briefings and content as appropriate
Assist with creation of client corporate wellness programs and offerings
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
More than 3 years' client service and/or industry and product line experience
Certificates, Licenses, Registration
Appropriately licensed or ability to obtain licensing if 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.
The base salary range for this position is $54,000 to $85,000.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.
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