Account Manager II

Reposted 3 Days Ago
Be an Early Applicant
St. Augustine, FL, USA
Hybrid
41K-80K Annually
Junior
Insurance
The Role
The Account Manager II serves clients by resolving benefits issues, assisting in renewals, maintaining Salesforce documentation, and supporting Account Executives with administrative tasks.
Summary Generated by Built In

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.


Basic Function: This is a full time exempt position.  Responsibilities include service and claims resolution, benefits administration support, and vendor accountability for performance standards.   Along with Account Executive staff, Account Manager has documentation responsibilities to include maintaining Salesforce, updating checklists and client files, and communicating to clients regularly on outstanding issues.


Principal accountabilities:

Essential Core Duties and Responsibilities

  • Acts as a resource for clients to help them resolve any day to day plan administration/benefits issues pertaining to: billing, paperwork/plan documents, ongoing enrollment/eligibility, benefits administration systems, and client portals.
  • Works closely with insurance carrier representatives to stay on top of product and systems updates.
  • Assists Account Executive with annual renewal process, as needed, including
    • marketing and organizing proposals
    • enrollment materials and benefits administration system updates
    • posting documents to online system/portals
    • open enrollment processing
  • Responsible for documentation of internal files and databases with all client data and communication in Salesforce.
  • Handles special projects for Account Executive, as needed
  • Assists Advisors and Account Executives with scheduling, meeting preparation, etc, as needed

 

Desired Skills

  • Proficiency in processing large amounts of information on an ongoing basis
  • Exceptional attention to detail and time management skills
  • Strong aptitude for organization and prioritization
  • Desire to work in a fast-paced environment with flexibility in duties and responsibilities
  • Effective verbal and written communication
  • Ability to work on projects with a team or on an individual basis
  • Proficiency in PC, Microsoft Office Suite and the ability to learn software/technology quickly

 

Desired Qualifications:   2 years’ experience in Employee Benefits Administration or related field.  Bachelor’s Degree preferred.    

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 $41,000 – $80,000. 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.

Equal Opportunity Employer
This 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

  • 2 years' experience in Employee Benefits Administration or related field
  • Bachelor's Degree
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The Company
HQ: New York, New York
4,449 Employees

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

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