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NFP, an Aon company · 1 week ago

Account Manager II

Wexford, PA

Full-time

Onsite

Entry Level

$50K/yr - $70K/yr

1+ years exp

NFP, an Aon company, is a recognized organization focused on providing consultative solutions in risk management and workforce challenges. The Account Manager II will support senior Account Managers in servicing client accounts, developing client relationships, and managing the renewal process.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Works with more senior Account Managers and Consultants to service client accounts

Begins to develop ongoing relationships with clients. Coordinates with senior Account Managers and Consultants advisors in doing so

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

Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members

Create monthly, quarterly, and annual reports for client review as needed

Assist with the creation of client corporate wellness programs and offerings

Works with senior team members to prepare and send requests for proposals to applicable insurance carriers and spreadsheet results as they come in

Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients

Learns vendor/carrier products and services from the more senior Account Managers or Consultants

Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member

May assist in drafting renewal presentations

Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records

Review contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor. At this level, they will begin to learn more complex compliance and regulatory policy language

Conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing documents

Assist with creating and updating benefits-related guides, education resources for clients

Create monthly, quarterly, and annual reports for client review as needed

Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member

Qualification

Benefits administrationHealthCare Reform knowledgeMicrosoft ExcelPublic speakingPowerPointClient relationship managementDiligent follow upAnalytical skillsCompliance knowledgeClient project participationReport creationCarrier product knowledgeEducation resource creationTime managementDecision-makingWritten communicationOral communicationNegotiation