NFP, an Aon company · 1 day ago
(Hybrid) Account Manager, Benefits
Oklahoma City, OK
Full-time
Hybrid
Mid Level
$41K/yr - $80K/yr
3+ years expNFP Corp is a multiple Best Places to Work award winner in Business Insurance, specializing in providing consultative solutions for risk and workforce challenges. The Account Manager, Benefits is responsible for managing client accounts, leading the renewal process, and fostering client relationships while ensuring compliance and effective service delivery.
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
Required
Strong understanding of benefits administration, industry trends, and carrier products and services
Proven ability to manage client relationships and anticipate client needs
Excellent communication skills, both written and oral
Strong Microsoft Excel and PowerPoint skills
Project management skills with the ability to manage multiple priorities effectively
Ability to work independently and as part of a team
Effective time management and decision-making skills
Presentation and public speaking abilities
Diligent follow-up skills
3+ years of experience in benefits account management or a related field
Life & Health Insurance License
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.
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