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NFP, an Aon company · 14 hours ago

Account Manager

Charlotte, NC

Full-time

Onsite

Mid Level

$52K/yr - $92K/yr

3+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is looking for an Account Manager II to service client accounts. This role involves managing client relationships, leading presentations, and collaborating with team members to deliver effective solutions for clients' needs.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

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

Benefits administrationHealth Care ReformLifeAccidentHealth Insurance LicenseMicrosoft ExcelMicrosoft PowerPointClient service experiencePresentation skillsTime managementWritten communicationOral communication