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NFP, an Aon company · 6 hours ago

Account Manager

Sterling Heights, MI

Full-time

Onsite

Mid Level

$52K/yr - $92K/yr

3+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance, dedicated to helping clients address significant risks through tailored solutions. The Account Manager will manage client accounts, oversee the renewal process, and facilitate strong client relationships while ensuring compliance and effective project management.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Serve as the primary contact for clients, addressing their needs and concerns promptly and effectively

Maintain regular communication with clients to ensure their satisfaction and address any issues that arise

Build and deepen relationships with clients, fostering trust and long-term partnerships

Engage in client relationship-building activities, including in-person meetings and events

Take an active role in client meetings, presenting information and addressing client questions

Prepare materials for presentations and communications, ensuring they are clear and professional

Own the delivery and execution of all client deliverables, ensuring they are completed accurately and on time

Coordinate with internal teams to ensure all client requirements are met

Manage the lifecycle and renewal process for client accounts, including planning, execution, and follow-up

Develop and maintain project plans to ensure successful completion of all 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 executing effectively to meet client needs

Collaborate with internal teams to ensure all aspects of client service are covered

Review benefit plan summaries and carrier source documents for accuracy, ensuring compliance with regulatory requirements

Understand and articulate complex regulatory language and rules to clients

Partner with the Compliance Team to support client needs and ensure compliance with plan documents and summary plan descriptions

Stay informed about relevant legislative guidelines and updates, including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform

Oversees the 5500 process in coordination with vendors and partners when necessary

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 employee and client communications and ensure all information is current after enrollment or coverage changes

Enter client data promptly into CRM systems (e.g., Salesforce)

Maintain accurate and up-to-date documentation of client interactions, deliverables, and project progress

Prepare regular reports for internal and client review

Work closely with team members to ensure cohesive and efficient service delivery

Participate in team meetings and contribute to the development of best practices and process improvements

Qualification

Benefits administrationClient relationship managementProject managementMicrosoft ExcelMicrosoft PowerPointLife & Health Insurance LicenseCommunication skillsTime managementPresentation skillsTeam collaboration