Who We Are
We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.
NFP is hiring an Account Manager II.
The Account Manager is the primary service contact for the client. Responsible for problem-solving claim resolutions, billing concerns, compliance communications, open enrollment support, and strengthening relationships with existing clients. Support NFP Account Executives and Senior Account Managers.
DUTIES AND RESPONSIBILITIES
· Develops and maintains ongoing relationships with client
· Anticipates client needs and identify the strategies to solve them
· Oversees client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
· Interprets plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions
· Responsible for the preparation of information for client meetings includes but is not limited to the following; agendas, printing and preparing client materials for meeting
· Responsible for taking meeting notes that are distributed to meeting attendees within 48 hours of the meeting. Responsible for tracking any action items that are discussed at meetings
· Assisting the team in tracking action items based on the client’s annual calendar
· Assists HR and employees with billing and claim questions and issues. Provides resolution support
· Expected to have regular client contact as established by the client service calendar and renewal timeline. Client contact will include all methods: electronic, telephonic and in person
· Communicate due dates, timelines and expectation to clients and partners
· Conducts or assists with on-site meetings to communicate to employees and/or administrator about their benefit plan.
· Develop employee memorandum drafts for client to communicate the following annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
· Provide resolution support and oversight of employee issues such as enrollment and billing issues
· Conducts annual client compliance audits using NFP portal
· Provides updates to clients regarding appropriate industry trends and events, including all state and federal regulatory issues
· Support iEducate, advises and aid clients on all Compliance topics including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform
· Develops relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
· Acts as the subject matter expert on benefits and vendor/carrier products and services
· Has general understanding of alternative funding strategies
· Works with VP of Employee Benefits of Colorado , Account Executives, and Benefit Analysts to support in the development and execution of client strategy plan and defined deliverables
· Provides support of benefit administration online portals. For some platforms may be required to provide administrative support within the portal
· Performs other duties as assigned and increasingly exercises independent judgment subject to general supervisor support
POSITION SPECIFIC REQUIREMENTS
· Ability to work in a collaborative team environment. Must be able to share ideas and communicate clearly
· Must be able to work efficiently in a timely manner to meet deadlines
· Meet deadlines, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment
· Attention to detail in work
· Ability to carry out our support complex tasks with many concrete and abstract variables
· Continue to learn and stay updated on industry education, new product knowledge, legislation, coverage’s and technology to continuously improve knowledge and performance
· Refined verbal and written communication skills
· Strong presentation skills
· Ability to anticipate client needs
· Ability to communicate clearly and concisely with client and team members
EDUCATION and/or EXPERIENCE
· Minimum 2-4 years of experience Account Management experience working at a consulting / brokerage or employee benefit vendor
· High School Graduate.
· 4-year college degree or industry specific designation preferred
· Prior customer service experience is preferred
· Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements
· High level of computer literacy including working knowledge of Microsoft products (PowerPoint, Word, Excel, etc.)
PERFORMANCE APTITUDES
The following are basic skills and abilities needed to successfully accomplish the essential duties of this job
Human Interaction:
· Strong verbal and written communication skills to communicate with internal team and clients. Provide articulate and clear information.
Data Utilization:
· Requires the ability to evaluate, audit, deduce, and/or assess data and/or information using established criteria. Includes exercise of discretion in determining actual or probable consequences, and in referencing such evaluation to identify and select alternatives.
Verbal Aptitude:
· May require ability to question and discuss reference, descriptive, design, advisory, consulting, and conceptual data and information with clients and colleagues.
Mathematical Aptitude:
· Requires ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; ability to utilize principles of fractions and to interpret graphs.
Functional Reasoning:
· Requires the ability to apply incentive and leadership principles and to draw on own and others' experience to develop and apply best practices to solve problems.
ADA COMPLIANCE
· Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.
· Sensory Requirements: Some tasks require the ability to per