Account Manager II
NFP, an Aon company, Pleasant Hill, CA, United States
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: https://www.NFP.com.
Summary The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day‑to‑day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
Essential Duties and Responsibilities
Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
Communicates directly with clients and carriers in collaboration with senior team members
Prepares and sends the request for proposals to applicable insurance carriers and spreadsheets results as they come in, and drafts the first renewal presentation
Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Account Executive or Advisor
Might serve as a mentor to more junior team members; assists with their training
Develops and maintains ongoing relationships with clients, taking a more active role in client meetings and calls
May 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 recommends them to clients
Works with advisors or more senior team members to identify strategies that meet client needs
Reviews and analyzes requests for proposals and insurance plan designs, negotiates with carriers and recommends renewal actions in drafts for presentation review by Account Executives
Assists with client renewals, marketing, and client meeting presentations; responsible for the first draft of presentations
Updates benefit guides, ensuring client resources and communications are up to date following open enrollment or coverage changes
Prepares documents and data for annual client compliance audits to be presented by the Account Executive
Attends to client requests including product or vendor service or performance challenges
Ensures the 5500 form is filed and completed in a timely manner
Assembles updates for clients regarding relevant industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors
Learns about alternative funding strategies
Provides general client service support in conjunction with the account management team
Participates in client projects such as implementation of new business, open enrollment process, non‑discrimination testing, etc.
Might provide informal leadership to more junior team members without official supervisory responsibility
Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support
Knowledge, Skills, And/Or Abilities
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products, and services
Ability to work independently and anticipate client and team needs
Effective time‑management and decision‑making skills
Diligent follow‑up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public‑speaking abilities
Education and/or Experience
Associate’s degree (or equivalent), BA/BS preferred
More than 3 years of client service and/or industry and product‑line experience
Certificates, Licenses, Registration
Life, Accident and Health Insurance License required
What We Offer We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 to $105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level, scope, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
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Summary The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day‑to‑day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
Essential Duties and Responsibilities
Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
Communicates directly with clients and carriers in collaboration with senior team members
Prepares and sends the request for proposals to applicable insurance carriers and spreadsheets results as they come in, and drafts the first renewal presentation
Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Account Executive or Advisor
Might serve as a mentor to more junior team members; assists with their training
Develops and maintains ongoing relationships with clients, taking a more active role in client meetings and calls
May 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 recommends them to clients
Works with advisors or more senior team members to identify strategies that meet client needs
Reviews and analyzes requests for proposals and insurance plan designs, negotiates with carriers and recommends renewal actions in drafts for presentation review by Account Executives
Assists with client renewals, marketing, and client meeting presentations; responsible for the first draft of presentations
Updates benefit guides, ensuring client resources and communications are up to date following open enrollment or coverage changes
Prepares documents and data for annual client compliance audits to be presented by the Account Executive
Attends to client requests including product or vendor service or performance challenges
Ensures the 5500 form is filed and completed in a timely manner
Assembles updates for clients regarding relevant industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors
Learns about alternative funding strategies
Provides general client service support in conjunction with the account management team
Participates in client projects such as implementation of new business, open enrollment process, non‑discrimination testing, etc.
Might provide informal leadership to more junior team members without official supervisory responsibility
Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support
Knowledge, Skills, And/Or Abilities
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products, and services
Ability to work independently and anticipate client and team needs
Effective time‑management and decision‑making skills
Diligent follow‑up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public‑speaking abilities
Education and/or Experience
Associate’s degree (or equivalent), BA/BS preferred
More than 3 years of client service and/or industry and product‑line experience
Certificates, Licenses, Registration
Life, Accident and Health Insurance License required
What We Offer We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 to $105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level, scope, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr