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Account Manager
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Account Manager - Employee Benefits (In Office) Description Who We Are NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. To learn more, please visit: https://www.
NFP.com.
Summary of Role:
Elevate your career as an Account Manager at NFP, where you'll be more than just a team member—you'll be a motivator for outstanding client experiences. Immerse yourself in a role that blends technology with personalized service, ensuring each client feels uniquely valued. As a pivotal member of our account management team, you will play an important role in cultivating client relationships, ensuring their utmost satisfaction, and solidifying their dedication to our brand. In this role, you will lead your own portfolio of clients, taking charge of the day-to-day interactions and becoming their go-to for outstanding service. Your responsibility extends beyond mere management; you will be the cornerstone of our promise to deliver top-notch service, working seamlessly across various operational teams. Be the difference, be the change, be part of our dynamic team.
•The selected candidate will initially work in the office full-time. Following six months of employment, they will have the opportunity to work from home on a flexible basis, subject to business needs and team requirements.
•
Essential Duties and Responsibilities:
Work with guide colleagues to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
Learns to review contracts, benefit plan summaries, and carrier source documents for accuracy guided by the Account Executive or Advisor. At this level, they will begin to explore more sophisticated compliance and regulatory policy language.
Builds and maintains client files in accordance with office procedures. May be responsible for keeping client policy records
Takes the lead on answering questions from clients and/or insurance company personnel, such as ID card requests, claims, or billing questions
Starts to build ongoing relationships with clients. Coordinates with Senior Account Manager, Account Executives or Advisors in doing so.
Begins to develop relationships with carrier representatives to better understand available offerings and solutions in the marketplace and recommend them to clients
Learns vendor/carrier products and services from the Account Manager or Account Executive with greater experience. ; assist
Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommends renewal actions, guided by a senior team member.
May assist Account Manager in drafting renewal presentations
Assist with crafting and updating benefits-related guides, education resources for clients
Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing documentation
Attend to client requests, including product or vendor service or performance challenges
File form 5500 filing, reaching out for assistance as needed.
Participate in client projects such as implementation of new business, open enrollment process, inclusivity testing, etc. guided by more senior team members
Develop monthly, quarterly, and annual reports for client review as needed
Distribute monthly/quarterly newsletters and other briefings and content as appropriate
Assist with creation of client corporate wellness programs and offerings Knowledge, Skills, and/or
Abilities:
Knowledge of benefits administration, HealthCare Reform, industry trends, and offerings from insurance carriers
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:
Associates degree (or equivalent), and BA/BS preferred
2-3 years client service and/or industry and product line experience
Certificates, Licenses, Registration:
Appropriately licensed or ability to acquire licensing if 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 $65,000 - $85,000. 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 starting salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #
NFP 2588280
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Laura
Director, Talent Acquisition
Employment Type
Full Time
Department
NFP Corp
Location
United States
Workplace Type
Office Based
Date Posted
2026-09-21T20:50:00+0000
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103631 location_on Birmingham, United Kingdom label Health & Benefits Consulting access_time 19 days ago How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com. Contact Us
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Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Other Retirement and Savings
- Health and Wellness Programs