Account Executive
5 hours ago
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 mission is to help companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.
Job SummaryThe Account Executive will interact with clients on a day-to-day basis, 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. The Account Executive will have indirect supervision of team members, review work for accuracy, and delegate work and projects to other members of the team to ensure client deliverables are completed timely and accurately.
Key Responsibilities- Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers.
- Develop and maintain ongoing relationships with clients, acting 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, delegating work to more junior team members as needed.
- 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 to better understand available products and services in the marketplace and recommend them to clients.
- Anticipate client needs and identify 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 the director to develop and execute client strategy plans and defined deliverables.
- Oversee open enrollment processes for clients, reviewing employee presentations and communication materials.
- Conduct and present annual client compliance audits.
- Genuinely understand client financial mechanics and projections.
- Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
- Explain legislative guidelines, including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients.
- Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs).
- Review the work of Account Managers on the team and provide informal mentorship.
- Ensure all client data is entered into the CRM System (Salesforce) in a timely manner.
- 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.
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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