NFP, an Aon company is Hiring an Employee Benefits Mid-Market Sr. Account Manager Near New York, NY
SENIO010207_1 Who We AreNFP, an Aon company, is a multiple 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 Of RoleReady 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 Consultants 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 Consultants. 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
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 OfferWe'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 $58,000 – $100,000. 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.