Benefit Associate Account Manager

AON PLC; Royal Oak (MI); On-site; USD 40,000 - 55,000; Full time

Job summary

NFP, an Aon company, is seeking a motivated coordinator to support account management teams with administrative duties, data entry in spreadsheets, note-taking during client meetings, and participation in projects and training.

Responsibilities include answering client questions, coordinating Open Enrollment materials, maintaining Salesforce data, and preparing presentations. A high school diploma is required; a bachelor’s degree is preferred.

Qualifications

• High School graduate or equivalent.
• Preferably a bachelor's degree.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and anticipate client and team needs.
• Strong time management and organizational skills.
• Clear written and verbal communication.

Responsibilities

• Provide client support and respond to administrative questions.
• Coordinate client mailings and Open Enrollment materials.
• Assist with new business implementation and group applications.
• Schedule meetings as the first client interaction.
• Compile data for proposals and analyses.
• Maintain client files and Salesforce data.
• Prepare presentations and assist in meeting agendas.
• Support policy review and issue resolution with carriers.
• Attend seminars and training related to the department and licensing.

Skills

Independent work

Time management

Follow up

Communication

MS Office

Excel

PowerPoint

Organization

Education

High School diploma

Bachelor's degree preferred

Tools

Salesforce

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: This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls and participate in special projects and training with the team that will assist in their learning and development.

Essential Duties and Responsibilities:

Client Support and Communication:

• Assist team in answering administrative questions from clients (i.e. ID cards, claim processing, membership, general benefit information).


• Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.


• Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager.


• May assist team in scheduling meetings as their first client interaction.

Data Compilation and Analysis:

• Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results.


• Assist in research of questions regarding benefits and vendor/carrier products and services.


• Create and maintain a client calendar, to ensure completion of pending items and future deliverables.

Document and File Management:

• Create and maintain client files in accordance with office procedures.


• Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.


• Assist Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.

Policy Review and Problem Resolution:

• Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services.


• Assist with problem resolution on claims, billing and eligibility issues with carriers.

Administrative Support and Learning:

• Assist Account Managers, Consultants, and others in the office with administrative duties.


• Attend seminars and classes related to the department and prepare for L&H License.
  
• 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


• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint

Education and/or Experience:

• High School graduate or equivalent.


• Preferably a bachelor's degree.

What We Offer:

• 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, ultimately, we exist to be there for others.

The base salary range for this position is $40,000 – $55,000. 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.