Sr. Account Manager

2 months ago

Oklahoma City, Oklahoma, 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 Senior Account Manager is responsible for working with Advisors and Account Executives 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 the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Senior Account Manager leads open enrollment presentations and manages the OE communication process and takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to deliver services effectively and efficiently to clients.

Essential Duties and Responsibilities:

  • 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 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.
  • 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.
  • 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.
  • 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 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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