NFP

Account Executive- Employee Benefits

NFP$65K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of client management experience in Employee Benefits
  • Bachelor's Degree preferred
  • Experience with self-funded and core benefits
  • Knowledge of voluntary benefits and ancillary options
  • Licensure in Life and Health provided by the resident state's Department of Insurance

Responsibilities

  • Assist with business development for funding opportunities
  • Conduct quarterly analysis for large existing clients
  • Provide consultative reporting on a regular basis
  • Serve as vendor liaison to resolve service and billing issues
  • Summarize meeting notes and follow up with team members
  • Maintain checklists and renewal timelines for clients
  • Support compliance and contract reviews

Benefits

  • Competitive salary with performance-based incentives
  • PTO and paid holidays
  • 401(k) with company match
  • Access to exclusive discount programs
  • Health and wellness programs
  • PeopleFirst culture focused on employee relationships
Full Job Description
Basic Function: This is a full time exempt position. Position will have the responsibility to provide client advisory and consultative services for all health and welfare plans and services. Responsibilities include, but are not limited to, providing monthly and quarterly reporting, strategic analysis, compliance and legislative guidance, contract and performance standards review, HR procedures assistance.

Principal accountabilities:
  • Assist with business development for self-funded and fully funded opportunities
  • Quarterly analysis for existing large clients
  • Consultative reporting on monthly, quarterly and annual basis
  • Vendor liaison for clients for all service, billing and eligibility issues with carriers
  • Responsible for meeting summaries and follow up with team members and external vendors
  • Familiarity with carrier contracts, polices and differentiators
  • Responsible for maintaining outstanding checklists and renewal timelines for assigned clients
  • Effective delegation and follow up with senior team members
  • Contract review and compliance support
  • Ensure marketing spreadsheet terms are accurately implemented and documented
  • Proactive customer service and HR support
  • Communication, education and wellness support coordinated with team members
  • Maintain files and databases
  • Implementation and compliance support in coordination with team members
Desired Skills:
  • Exceptional written, oral, interpersonal communication skills
  • Advanced MS Office skills, to include excel, word, power point
  • Strong client development and relationship building skills
  • Ability to work both independently and within a team environment
Desired Qualifications:
  • 5 years Client Management experience in Employee Benefits.
  • Bachelor Degree preferred.
  • Experience in self-funded, core benefits, voluntary benefits, ancillary benefits, and enrollment/eligibility systems options for clients
Licensing/Certifications:
  • Resident state Life and Health Department of Insurance License
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 $65,000 $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, 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.

About NFP

NFP is a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement, and individual insurance and wealth management solutions. NFP has more than 5,000 employees and global capabilities. The company has a broad range of offerings, including commercial insurance, corporate benefits, private client services, and personal insurance. NFP serves clients in the United States, Canada, and the United Kingdom.
Learn more about NFP
Size
5,000 employees
Industry

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