NFP, an Aon company · 1 day ago
Account Manager - Employee Benefits (Hybrid)
Charlotte, NC
Full-time
Hybrid
Mid Level
$52K/yr - $92K/yr
3+ years expNFP, an Aon company, is a recognized leader in providing consultative solutions for risk management and employee benefits. The Account Manager II will work closely with Producers and Account Executives to service and manage client accounts, focusing on relationship development and effective communication.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Hiring Manager
Andrea Varela
Responsibilities
Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
Communicates directly with clients and carriers with collaboration with senior team members
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Producer
Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls
Will likely have 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
May work with 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 in drafts of presentations to be reviewed by the Producer or manager
Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations
Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
Prepare document and data for annual client compliance audits to be presented by Producer
Attend to client requests including product or vendor service or performance challenges
Ensure 5500 form is filed and completed in a timely manner
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
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
May provide informal leadership or mentor more junior team members, based on experience, without official supervisory responsibility
Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support
Qualification
Required
Knowledge of benefits administration, Health Care 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
Associates degree (or equivalent), and BA/BS preferred
More than 3 years' client service and/or industry and product line experience
Life, Accident and Health Insurance License required
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.
5001-10000 employees
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
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase