NFP · 3 days ago

Account Manager II

Austin, TX

Full-time

Onsite

Mid Level

2+ years exp

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Insider Connection @NFP

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Responsibilities

Works proactively to develop relationships with carrier and client contacts

Communicates directly with clients and carriers

Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Draft renewal presentation

Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for Advisor

Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls

Has 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

Work with advisors or 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

Assist with client renewals and marketing and client meeting presentations

Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change

Attend to client requests including product or vendor service or performance challenges

Ensure 5500 form is filed and completed in a timely manner (when applicable)

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 and remain up to date on industry trends and regulatory issues

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

Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support

Qualification

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Benefits AdministrationHealthcare ReformCarrier ProductsClient Needs AnticipationMicrosoft ExcelMicrosoft PowerPointClient ServiceProduct Line ExperienceLife Insurance LicenseAccident Insurance LicenseHealth Insurance LicenseProblem-SolvingTime ManagementDecision-MakingCommunicationPresentationPublic Speaking