Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: This is a full-time position, working within the Hafetz Retention Team. The Account Manager-I will work within the team to help manage the renewal and marketing process, prepare presentations and communication materials and assist team members with day-to-day client servicing. Within this role, the Account Manager-I should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
Essential Duties and Responsibilities:
- Initiates renewal communication with assigned monthly clients
- Manage the Renewal/ Quoting process for assigned monthly clients; present and recommend plan options
- Coordinate the implementation of new plans and/or continuation of current plans and contract changes for monthly assigned clients
- Provide SBCs and Model Notices for Open Enrollment; Additional communications prepared as needed
- Assist in day-to-day client servicing by fielding specific client questions and needs
- Understand, interpret and articulate carrier and vendor responses to clients
- Develop effective relationships with client and carrier contacts
- Research compliance issues and questions
- Work independently to manage client services, renewals and marketing requests
- Ensure all client data is entered into CRM System (AgencyBloc) in a timely manner
- Additional duties as assigned
Knowledge, Skills and/or Abilities:
- 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
Education and/or Experience:
- Preferably a bachelor’s degree
- 3+ years of health and welfare consulting or Account Management experience required
Certificates, Licenses, Registration:
- NJ Life, Accident and Health 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 $50,000 – $60,000. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 3+ years of health and welfare consulting or Account Management experience
- NJ Life, Accident and Health License
- Preferably a bachelor's degree
What We Do
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
