Account Manager II

2 months ago

Indianapolis, Indiana, United States National Financial Partners Full time

Who We Are

NFP, 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: .

The Account Manager is responsible for working with consultants to service client accounts. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with Consultants and Analysts. This role requires experience in project management as well great verbal, written and oral communication skills. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Account Manager leads open enrollment presentations and manages the OE communication process and takes an active role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to 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 Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Consultant and Analyst.
  • Reviews benefit plan summaries and carrier source documents for accuracy. Understands more difficult and complex regulatory language and rules.
  • Will have an assigned book of business that is supported in conjunction with a consultant.
  • Develops and maintains ongoing relationships with clients.
  • 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.
  • Begins to anticipate client needs, works with consultant to resolve.
  • Reviews request for proposals (RFPs) and insurance plan analyses in conjunction with the Consultant, negotiates with carriers and recommends renewal actions.
  • Drafts client presentations in collaboration with consultant; takes active role in client meetings and serves as project manager to ensure successful outcomes.
  • Updates benefit guides, ensures client resources and communications are up to date following open enrollment or coverage changes.
  • Partners with Compliance Team as needed to support client needs.
  • Attends to client requests including product or vendor service or performance challenges.
  • Has a general understanding of alternate funding strategies.
  • Oversees client projects such as implementation of new business and open enrollment process.
  • Understands plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions

Knowledge, Skills, and/or Abilities:

  • Knowledge of benefits administration, 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
  • Presentation and public speaking abilities
  • Project Management skills

Education and/or Experience:

  • BA/BS preferred
  • 3+ years of industry and product line experience

Certificates, Licenses, Registration:

  • Life, Accident and Health Insurance License ultimately required (we will support this process post-hire if needed).

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 YouBetter Together

NFP is an inclusive Equal Employment Opportunity employer.

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