Account Executive

3 weeks ago


Pleasant Hill, California, United States NFP Full time
About the Role

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. Our team helps 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.

Job Summary

The Account Executive will interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This role requires the employee to take on the role of lead consultant and primary point of contact for clients.

Key Responsibilities
  • Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
  • Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services.
  • Maintain a project plan to ensure client deliverables are provided on time. Delegate work to more junior team members to ensure completion.
  • Use online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables.
  • Build and maintain strong relationships with carriers, companies and clients.
  • Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
  • Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
  • Anticipate client needs and identify the strategies to solve them.
  • Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business.
  • Work with director to develop and execute client strategy plan and defined deliverables.
  • Oversee open enrollment process for clients; Review employee presentations and communication materials.
  • Conduct and present annual client compliance audits.
  • Genuine understanding of client financial mechanics and projections.
  • Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Requirements
  • 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.
What We Offer

NFP is 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.



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