Individual Health and Medicare Account Manager (Hybrid)
NFP, an Aon company, Lake Havasu City, AZ, United States
Job Summary
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. The Individual Health Account Manager works with NFP individual clients and collaborates with other NFP Account Managers. The role involves day‑to‑day client servicing, selling new and existing policies, managing renewals, marketing, preparing presentation materials, and maintaining client files. The position requires strong verbal, electronic, and written communication skills, independent discretion, and the ability to work additional hours during enrollment season.
Essential Duties And Responsibilities
Proactively develop relationships with carriers and client contacts, may take an active role in meetings.
Prepare and send proposals to clients from multiple software programs.
Lead client and carrier interactions to sell and service policies, including status verification.
Create and maintain client files in accordance with office procedures; may be responsible for keeping policy records in the agency management system.
Provide first‑line assistance with billing questions from clients and insurance company personnel, with support from Accounting when necessary.
Maintain a current Health and Life Insurance License.
Certify and recertify with ACA markets (Federal or State), individual carriers, and Medicare (AHIP).
Knowledge, Skills, And/Or Abilities
Highly organized with excellent verbal and written communication skills.
Self‑confident to make sound independent decisions.
Effective interaction with a variety of people; works well in team and independently.
Handles situations in a calm, courteous, and professional manner.
Customer focused to establish and maintain effective relationships.
Intermediate proficiency in Microsoft Office products (Word, Excel, Outlook) and Windows.
Prioritizes multiple tasks to meet deadlines.
Reads, analyzes, and reconciles financial reports.
Possesses strong analytical and problem‑solving skills.
Sharp attention to detail, decision‑making, and problem resolution.
Flexible and adaptable to changing priorities, deadlines, technologies, and products.
Education And or Experience
Associate’s degree (or equivalent); BA/BS preferred but not required.
More than two years of client service and/or industry and product line experience.
Certificates, Licenses, Registration
Life and Health Insurance License required or committed to obtain within 90 days of hire.
Must certify and recertify with ACA markets (Federal or State) as well as with individual carriers and Medicare (AHIP).
What We Offer
Competitive salary ($50,000 – $70,000), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Base salary determined by experience, credentials, education, certifications, skill level, scope, and geographic location. Eligible for performance‑based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
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NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. The Individual Health Account Manager works with NFP individual clients and collaborates with other NFP Account Managers. The role involves day‑to‑day client servicing, selling new and existing policies, managing renewals, marketing, preparing presentation materials, and maintaining client files. The position requires strong verbal, electronic, and written communication skills, independent discretion, and the ability to work additional hours during enrollment season.
Essential Duties And Responsibilities
Proactively develop relationships with carriers and client contacts, may take an active role in meetings.
Prepare and send proposals to clients from multiple software programs.
Lead client and carrier interactions to sell and service policies, including status verification.
Create and maintain client files in accordance with office procedures; may be responsible for keeping policy records in the agency management system.
Provide first‑line assistance with billing questions from clients and insurance company personnel, with support from Accounting when necessary.
Maintain a current Health and Life Insurance License.
Certify and recertify with ACA markets (Federal or State), individual carriers, and Medicare (AHIP).
Knowledge, Skills, And/Or Abilities
Highly organized with excellent verbal and written communication skills.
Self‑confident to make sound independent decisions.
Effective interaction with a variety of people; works well in team and independently.
Handles situations in a calm, courteous, and professional manner.
Customer focused to establish and maintain effective relationships.
Intermediate proficiency in Microsoft Office products (Word, Excel, Outlook) and Windows.
Prioritizes multiple tasks to meet deadlines.
Reads, analyzes, and reconciles financial reports.
Possesses strong analytical and problem‑solving skills.
Sharp attention to detail, decision‑making, and problem resolution.
Flexible and adaptable to changing priorities, deadlines, technologies, and products.
Education And or Experience
Associate’s degree (or equivalent); BA/BS preferred but not required.
More than two years of client service and/or industry and product line experience.
Certificates, Licenses, Registration
Life and Health Insurance License required or committed to obtain within 90 days of hire.
Must certify and recertify with ACA markets (Federal or State) as well as with individual carriers and Medicare (AHIP).
What We Offer
Competitive salary ($50,000 – $70,000), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Base salary determined by experience, credentials, education, certifications, skill level, scope, and geographic location. Eligible for performance‑based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
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