NFP, an Aon company · 2 days ago
(Hybrid) Benefits Account Manager II
NFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Benefits Account Manager II. This role is responsible for managing client accounts, leading the renewal process, and fostering strong client relationships while ensuring compliance and effective service delivery.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Engage with clients regularly to address their needs and foster long-term partnerships
Serve as the primary client contact, providing prompt and effective service
Prepare and present clear, professional materials during client meetings
Manage client deliverables, ensuring all tasks are completed accurately and on time
Manage the lifecycle and renewal process for client accounts, including planning, execution, and follow-up
Develop and maintain project plans to successfully execute client-related projects
Lead the implementation of new business and open enrollment processes, ensuring smooth transitions and successful outcomes
Coordinate with clients and vendors to manage implementation timelines and deliverables
Coordinate with vendors to ensure seamless service delivery and address any issues that arise
Develop and maintain strong relationships with vendor representatives to enhance service quality
Ensure shared services and other support functions are executed effectively to meet client needs
Collaborate with internal teams to ensure all aspects of client service are covered
Ensure benefit plan summaries and carrier documents are accurate and comply with regulations
Explain complex regulatory language to clients
Work with the Compliance Team to meet client needs and ensure plans adhere to documents and descriptions
Keep updated on laws including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform
Manage the renewal and marketing process from start to finish, negotiating with carriers and recommending renewal actions
Develop and execute marketing plans in collaboration with Consultants and Analysts
Update benefit guides and ensure client resources and communications are up to date following open enrollment or coverage changes
Ensure all client data is entered into CRM systems (e.g., Salesforce) in a timely manner
Qualification
Required
3+ years of experience in benefits account management or a related field
Life & Health Insurance License
Effective time management skills
Excellent communication skills, both written and oral
Strong interpersonal and relationship-building skills
Proactive approach to client engagement
Strong understanding of benefits administration, industry trends, and carrier products and services
Strong project management skills with the ability to manage multiple priorities effectively
Ability to work independently and as part of a team
Preferred
Preferably a bachelor's degree
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Recent News
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