Account Manager II- Employee Benefits

1 week ago

Norwell, Massachusetts, United States National Financial Partners Full time
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 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.


To learn more, please visit:
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Summary of Role:


Elevate your career as an Account Manager at NFP, where you'll be more than just a team memberyou'll be a catalyst for exceptional client experiences.

Immerse yourself in a role that blends technology with personalized service, ensuring each client feels uniquely valued.

As a pivotal member of our account management team, you will play a critical role in nurturing client relationships, ensuring their utmost satisfaction, and solidifying their loyalty to our brand.

In this role, you will manage your own portfolio of clients, taking charge of the day-to-day interactions and becoming their go-to for exceptional service.

Your responsibility extends beyond mere management; you will be the cornerstone of our promise to deliver top-notch service, working seamlessly across various operational teams.

Be the difference, be the change, be part of our dynamic team.

Essential 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 language.
Creates 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.

NFP and You... Better together

NFP is an inclusive Equal Employment Opportunity employer.
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