Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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 Executive serves as the primary client partner, delivering strategic guidance, financial oversight, benefits administration support, and renewal/marketing leadership for fully-insured and level-funded benefit programs. This role ensures clients receive proactive consulting, seamless plan operations, and exceptional service aligned with business objectives.
Essential Duties and Responsibilities:- Lead annual review of client goals and benefits objectives
- Develop short- and long-term strategic plans
- Analyze funding arrangements, market trends, and PEO solutions
- Conduct plan design modeling
- Perform employee contribution modeling
- Support budget reviews and financial impact assessment
- Develop and maintain an annual project plan
- Manage carrier/vendor implementations
- Oversee vendor relationships and issue resolution
- Assist with claims, billing, contract questions, and escalated concerns
- Provide access to Learning Management resources
- Support enrollment administration as needed
- Plan and coordinate renewal activity
- Lead RFP development, proposal review, and market analysis
- Negotiate pricing and contract terms
- Support implementation of new plans, vendors, and carriers
- Provide bi-weekly compliance updates
- Deliver annual Compliance Checklist and Model Notices
- Supply annual compliance calendar
- Offer access to HR/benefits compliance tools, hotline, and training
- Share compliance bulletins, white papers, and seminar opportunities
Knowledge, Skills, and/or Abilities:- Analytical and financial skills
- Strong client relationship management
- Benefits/insurance knowledge
- Project management and organization
- Clear communication and negotiation abilities
Education and/or Experience:- BA/BS preferred
- Typically more than 5 years industry and product line experience.
- 4+ years of health and welfare consulting experience required
- Life, Accident and Health Insurance License required.
- GBA or CEBS Certification a plus.
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 $56,000- $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.
NFP and You... Better Together!NFP is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
