Associate Account Manager

NFP, an Aon company; Warrington Township (Bucks County); On-site; USD 47,000 - 74,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is seeking an administrative and client service professional to support the Account Management team in renewals, enrollments, and implementations.

Responsibilities include preparing proposals, maintaining client data in Salesforce, coordinating communications, and assisting with 5500 information gathering. Undergraduate degree required with 1–2 years benefits experience preferred.

Qualifications

• 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.

Responsibilities

• Support Account Management team with renewals, open enrollments, implementations, carrier communications, and routine client needs.
• Collaborate with Account Executives to prepare insurance company proposal requests and spreadsheet results, benefits and rates.
• Review client documents and summary of benefits and coverage for accuracy under the direction of more senior team members.
• Create and maintain client files in accordance with office procedures.
• Answer administrative questions from clients and/or insurance company personnel such as ID card requests, claims or billing questions.
• May have direct contact with vendors or clients for clerical and administrative assistance.
• May have direct contact with clients for open enrollments administration, as a support to the Account Executives.
• Assist Account Executives in preparing insurance company proposal requests and spreadsheeting proposals.
• Assist Account Teams in their preparation for client meetings by reviewing presentations for grammar, verification of rates and benefits and ensuring formatting is appropriate.
• Coordinate client mailings, communications or packets related to Open Enrollment, as directed by the Account Executives.
• Complete and process group applications and Broker of Record letters, as directed by the Account Executives.
• Create and maintain client calendar, remind more senior team members of important dates to ensure completion of pending items and future deliverables.
• Assists in research of questions regarding benefits and vendor/carrier products and services.
• Enrollment fulfillment during renewal and new business onboarding process.
• Assist Account Executives in the gathering of form 5500 information, maintain 5500 calendar and tracker, get in touch with carriers when needed.
• Assist Account Executives with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
• Assists with problem resolution on claims, billing and eligibility issues with carriers.
• Build and maintain files and client data; maintain client data in Salesforce, as advised by Account Executives.
• Attend seminars and classes related to the department and participate in training regarding carrier products and systems.

Skills

Microsoft Excel

PowerPoint

Time management

Communication

Independent work

Education

Undergraduate degree

Tools

Salesforce

Job 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: NFP.

Posting Description

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: NFP.

Summary

Offer administrative and client service help supporting the Account Management team, facilitating renewals, open enrollments, implementations, carrier communications, and routine client needs. This role offers broad exposure to employee benefits operations, including proposal preparation, client meeting support, eligibility and billing issue resolution, 5500 administration, data management, and ongoing interaction with clients, carriers, and vendors while developing industry knowledge and technical expertise.

Responsibilities

• Gains exposure to clients and carrier contacts; attends meetings and calls, does not take active role.
• Collaborate with Account Executives to prepare insurance company proposal requests and spreadsheet results, benefits and rates.
• Reviews client documents and summary of benefits and coverage for accuracy under the direction of more senior team members.
• Creates and maintain client files in accordance with office procedures.
• Answers administrative questions from clients and/or insurance company personnel such as ID card request, claims or billing questions.
• May have direct contact with vendors or clients for clerical and administrative assistance.
• May have direct contact with clients for open enrollments administration, as a support to the Account Executives.
• Assist Account Executives in preparing insurance company proposal requests and spreadsheeting proposals.
• Assist Account Teams in their preparation for client meetings by reviewing presentations for grammar, verification of rates and benefits and ensuring formatting is appropriate.
• Coordinate client mailings, communications or packets related to Open Enrollment, as directed by the Account Executives.
• Complete and process group applications and Broker of Record letters, as directed by the Account Executives.
• Create and maintain client calendar, remind more senior team members of important dates to ensure completion of pending items and future deliverables.
• Assists in research of questions regarding benefits and vendor/carrier products and services.
• Enrollment fulfillment during renewal and new business onboarding process.
• Assist Account Executives in the gathering of form 5500 information, maintain 5500 calendar and tracker, get in touch with carriers when needed.
• Assist Account Executives with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
• Assists with problem resolution on claims, billing and eligibility issues with carriers.
• Build and maintain files and client data; maintain client data in Salesforce, as advised by Account Executives.
• Attend seminars and classes related to the department and participate in training regarding carrier products and systems.

Knowledge, Skills, And/or Abilities

• 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.

Education And/or Experience

• Undergraduate degree required.
• 1-2 years benefits experience.

Certificates, Licenses, Registration:

License is 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 $46,500 – $74,400. 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.

#NFP

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