Account Manager - Employee Benefits

AON PLC; Wayne (PA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP is seeking an Account Manager in Wayne, PA to cultivate client relationships, manage a portfolio, and coordinate with cross‑functional teams to deliver superior service. You will handle day‑to‑day client interactions, respond to inquiries, and support renewal activities, ensuring client satisfaction and retention.

Ideal candidates have 3+ years in client service and a background in benefits administration, with strong Excel and PowerPoint skills.

Qualifications

• Associates degree (or equivalent), and BA/BS preferred.
• More than 3 years’ client service and/or industry and product line experience.

Responsibilities

• Prepare and send the request for proposals to applicable insurance carriers and track results.
• Build and maintain client files in accordance with office procedures.
• Answer questions from clients and insurance company personnel (IDs, claims, billing).
• Develop monthly, quarterly, and annual client reports.
• Assist with renewal presentations and client communications.

Skills

Benefits administration

Time management

Excel

PowerPoint

Communication

Client service

Education

Associate degree

BA/BS preferred

Tools

Excel

PowerPoint

Job description

Posting Description

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.

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 documentationAttend 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
• More than 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.