NFP · 3 days ago

Account Executive

Scottsdale, AZ

Full-time

Onsite

Senior Level

$70K/yr - $155K/yr

4+ years exp

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ConsultingFinancial Services

Insider Connection @NFP

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Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers

Develops and maintains ongoing relationships with clients; Acts as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services

Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion

Uses online carrier tools to develop quotations, prepare pre-renewal information and update client proposal tables. (small market only) Understands and articulates alternative funding strategies. (large market only)

Builds and maintains strong relationships with carriers, companies, and clients

Keeps clients apprised of appropriate industry trends and events, including all state and federal regulatory issues

Maintains relationships with carrier representatives to better understand available products and services and recommend them to clients

Anticipates client needs and identifies strategies to solve them

Reviews requests for proposals and insurance plan analyses, negotiates with carriers, and recommends renewal actions. Oversees implementations of new business

Understands and articulates alternative funding strategies

Works with director to develop and execute client strategy plan and defined deliverables

Oversees open enrollment process for clients; Reviews employee presentations and communication materials

Conducts and presents annual client compliance audits

Genuinely understands client financial mechanics and projections

Keeps clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explains legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients; Keeps clients aware of updates on relevant guidelines

Interprets plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)

Reviews the work of the Account Managers on the team and provides informal mentorship to them

Ensures all client data is entered into CRM System (Salesforce) in a timely manner

Works with director to develop and execute client strategy plan and defined deliverables

Qualification

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Industry experienceProduct line experienceWelfare consultingLife insurance licenseAccident insurance licenseHealth insurance licenseGBACEBS Certification