Account Manager

AON PLC; North Bethesda (MD); On-site; USD 73,000 - 90,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is seeking an Account Manager to handle claims resolution, HR assistance, benefits administration support, implementation and contract review. You will maintain Salesforce service cases, update client files, and communicate with clients on outstanding issues.

Collaborating with Account Executives, you will support enrollment materials, vendor performance and scheduling, ensuring accurate documentation and timely client service.

Qualifications

• 2 years’ experience in Employee Benefits Administration or related field.
• Bachelor’s Degree preferred.

Responsibilities

• Resolve day-to-day plan administration and benefits issues for clients.
• Maintain Salesforce service cases and client files; communicate regularly on outstanding issues.
• Assist with the annual renewal process, including marketing and enrollment materials.
• Coordinate with insurance carriers on product and system updates.
• Assist with scheduling and meeting preparation for Advisors and Account Executives.

Skills

Attention to detail

Time management

Organization

Communication

Team collaboration

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

Job description

Posting Description

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 Manager is responsible for claims resolution, HR assistance, benefits administration support, implementation and contract review, communications, compliance expertise, and vendor accountability for performance standards. Along with Client Management staff, Account Manager has documentation responsibilities to include maintaining Salesforce service cases, updating checklists and client files, and communicating to clients regularly on outstanding issues.

Essential Core Duties and Responsibilities

• Acts as a resource for clients to help them resolve any day-to-day plan administration/benefits issues pertaining to: billing, paperwork/plan documents, ongoing enrollment/eligibility, benefits administration systems, and client portals.
• Works closely with insurance carrier representatives to stay on top of product and systems updates.
• Assists Account Executive with annual renewal process, as needed, including
• marketing and organizing proposals
• enrollment materials and benefits administration system updates
• posting documents to online system/portals
• open enrollment processing
• Responsible for documentation of internal files and databases with all client data and communication in Salesforce.
• Handles special projects for Account Executive, as needed
• Assists Advisors and Account Executives with scheduling, and meeting preparation as needed

Desired Skills

• Proficiency in processing large amounts of information on an ongoing basis
• Exceptional attention to detail and time management skills
• Strong aptitude for organization and prioritization
• Desire to work in a fast-paced environment with flexibility in duties and responsibilities
• Effective verbal and written communication
• Ability to work on projects with a team or on an individual basis
• Proficiency in PC, Microsoft Office Suite and the ability to learn software/technology quickly

Desired Qualifications: 2 years’ experience in Employee Benefits Administration or related field. Bachelor’s Degree preferred.

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 $73,300 – $90,000. 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.