Account Executive

4 weeks ago


Albany, New York, United States National Financial Partners Full time
About the Role

We are seeking a highly skilled Account Executive to join our team at National Financial Partners. As an Account Executive, you will be responsible for managing and maintaining relationships with corporate clients, ensuring seamless enrollment processes, and providing exceptional client service.

Key Responsibilities
  • Act as the primary point of contact for corporate clients during and after the enrollment process
  • Collaborate with clients to secure necessary data and information for enrollment preparations
  • Oversee enrollment implementation activities to ensure timely completion of census work, uploads, and enrollment communications
  • Handle ongoing client service and case administration issues, including new hires, terminations, and list billing issues
  • Initiate annual re-enrollment processes, coordinating with clients and sales teams
  • Build and maintain client relationships through regular follow-up calls, meetings, and lunches
  • Perform census work and uploads as needed
  • Assist in analyzing and preparing census data for enrollments, including eligibility analysis, benefit analysis, and alerts
  • Work with carriers on all phases of enrollment implementations, providing census data, confirming accuracy, and coordinating enrollment material deliverables
  • Prepare census data for upload into MOSAIC
  • Create point-of-sale materials for each enrollment
  • Provide support to RMs and assistants as needed
Requirements
  • College degree
  • Client-facing interaction experience, preferably in benefits
  • Life and Health licensed
What We Offer

National Financial Partners is proud to offer a competitive salary, PTO, paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building lifelong relationships with our employees. The base salary range for this position is $65,000 - $110,000, with performance-based incentives available.


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