Account Manager

1 week ago

Kingston, NY, 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. 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: https://www.NFP.com.

Summary of the Role: The Account Manager II is responsible for working with Producers and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager II will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities:
  • Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.
  • Communicates directly with clients and carriers with collaboration with senior team members.
  • Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
  • Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Producer
  • Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls.
  • Will likely have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages
  • Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
  • May work with more senior team members to identify the strategies to meet client needs
  • Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by the Producer or manager
  • Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations
  • 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 Producer
  • Attend to client requests including product or vendor service or performance challenges
  • Ensure 5500 form is filed and completed in a timely manner
  • Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors
  • Learns about alternative funding strategies.
  • General client service support in conjunction with the account management team
  • Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
  • May provide informal leadership or mentor more junior team members, based on experience, without official supervisory responsibility.
  • Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support.
Knowledge, Skills, and/or Abilities:
  • Knowledge of benefits administration, Health Care 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:
  • Associates degree (or equivalent), and BA/BS preferred
  • More than 3 years' client service and/or industry and product line experience
Certificates, Licenses, Registration:
  • Life, Accident and Health Insurance License required.
What We Offer:

We're 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. The base salary range for this position is $52,000 $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.

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