Benefits Account Manager II

4 days ago


Indianapolis, Indiana, United States National Financial Partners Full time
About the Role

We are seeking a highly skilled Account Manager II to join our team at National Financial Partners. As a key member of our organization, you will be responsible for managing client relationships and delivering exceptional service to our clients.

Key Responsibilities
  • Manage the renewal and marketing process from start to finish, working closely with consultants and analysts to ensure seamless execution.
  • Develop and maintain ongoing relationships with clients, communicating directly with them and relying on a growing knowledge of insurance coverages.
  • Act as the subject matter expert on benefits and vendor/carrier products and services, providing guidance and support to clients and internal stakeholders.
  • Review benefit plan summaries and carrier source documents for accuracy, understanding complex regulatory language and rules.
  • Develop and maintain relationships with carrier representatives to stay up-to-date on available products and services.
  • Assist with complex situations or products, seeking guidance from more senior team members as needed.
  • Anticipate client needs, working with consultants to resolve issues and ensure successful outcomes.
  • Review request for proposals (RFPs) and insurance plan analyses, negotiating with carriers and recommending renewal actions.
  • Draft client presentations in collaboration with consultants, taking an active role in client meetings and serving as project manager to ensure successful outcomes.
Requirements
  • 3+ years of industry and product line experience.
  • BA/BS preferred.
  • Life, Accident and Health Insurance License ultimately required.
What We Offer

National Financial Partners 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.



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