Senior Account Executive- Employee Benefits
About The Position
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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: This is a full time exempt position. Position will have the responsibility to provide client advisory and consultative services for all health and welfare plans and services. Responsibilities include, but are not limited to, providing monthly and quarterly reporting, strategic analysis, compliance and legislative guidance, contract and performance standards review, HR procedures assistance. Principal accountabilities: Essential Core Duties and Responsibilities Assist with business development for self-funded opportunities Quarterly analysis for existing large clients Consultative reporting on monthly, quarterly and annual basis Vendor liaison for clients for all service, billing and eligibility issues with carriers Responsible for meeting summaries and follow up with team members and external vendors Familiarity with carrier contracts, polices and differentiators Responsible for maintaining outstanding checklists and renewal timelines for assigned clients Effective delegation and follow up with senior team members Contract review and compliance support Ensure marketing spreadsheet terms are accurately implemented and documented Proactive customer service and HR support Communication, education and wellness support coordinated with team members Maintain files and databases Implementation and compliance support in coordination with team members
Requirements
- Exceptional written, oral, interpersonal communication skills
- Advanced MS Office skills, to include excel, word, power point
- Strong client development and relationship building skills
- Ability to work both independently and within a team environment
- 5 years Client Management experience in Employee Benefits
- Resident state Life and Health Department of Insurance License
Nice To Haves
- Bachelor Degree preferred
- Experience in self-funded, core benefits, voluntary benefits, ancillary benefits, and enrollment/eligibility systems options for clients
Responsibilities
- Assist with business development for self-funded opportunities
- Quarterly analysis for existing large clients
- Consultative reporting on monthly, quarterly and annual basis
- Vendor liaison for clients for all service, billing and eligibility issues with carriers
- Responsible for meeting summaries and follow up with team members and external vendors
- Familiarity with carrier contracts, polices and differentiators
- Responsible for maintaining outstanding checklists and renewal timelines for assigned clients
- Effective delegation and follow up with senior team members
- Contract review and compliance support
- Ensure marketing spreadsheet terms are accurately implemented and documented
- Proactive customer service and HR support
- Communication, education and wellness support coordinated with team members
- Maintain files and databases
- Implementation and compliance support in coordination with team members
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1,001-5,000 employees
