[Hiring] Senior Account Manager @NFP Corp

Role Description

Ready to jump into the heart of our vibrant account servicing team as a Senior Account Manager? Here’s your chance to become a superstar in a workplace that’s all about growth, collaboration, and, of course, a little fun along the way! Join our dynamic team as a Senior Account Manager and become a vital part of our collaborative culture that thrives on fostering professional growth opportunities for our employees.

As a Senior Account Manager, you'll play a pivotal role in working closely with our Advisors and Account Executives to provide exceptional service to our valued clients. In this exciting role, you will take charge of the renewal and marketing process from inception to completion, working in tandem with our Account Executives and Advisors. Additionally, you'll have the exciting opportunity to craft materials for presentations and communications, supporting your fellow team members in day-to-day client servicing.

But that's not all – as a Senior Account Manager, you'll step into a leadership role, leading open enrollment presentations and overseeing the OE communication process. Your active participation in client meetings will be instrumental in building and maintaining strong relationships with our clients and carrier contacts. Moreover, you'll proactively drive efficient and effective service delivery to our clients.

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.
• Manages 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 complex regulatory language and rules.
• May have an assigned book of business.
• May serve as a mentor to more junior team members and train them.
• Develops and maintains ongoing relationships with clients and their employees.
• Communicates directly with clients and relies on a growing knowledge of various insurance coverages.
• Develops relationships with carrier representatives to better understand available products and services.
• Acts as the subject matter expert on benefits and vendor/carrier products and services.
• Anticipates client needs and works with Account Executives/Advisors to resolve issues.
• Reviews requests for proposals and insurance plan analyses, negotiates with carriers, and recommends renewal actions.
• Drafts client presentations in collaboration with Account Executives or Advisors.
• Takes an active role in client meetings.
• Updates benefit guides and ensures client resources and communications are up to date.
• Prepares documents and data for annual client compliance audits.
• Attends to client requests, including product or vendor service or performance challenges.
• Ensures 5500 form is filed and completed in a timely manner.
• May provide updates to clients regarding industry trends and events.
• Understands and articulates alternative funding strategies.
• Provides proactive client service support in conjunction with the account management team.
• Oversees client projects such as implementation of new business and open enrollment process.
• Interprets plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
• Provides informal leadership and training to more junior team members.

Qualifications

• 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.

Requirements

• BA/BS preferred.
• Typically more than five years industry and product line experience.
• Life, Accident and Health Insurance License required.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Performance-based incentives.