Benefit Associate Account Manager (Hybrid, MI)

Aon plc; Royal Oak (MI); Sur place; USD 40 000 - 55 000; Plein temps

Avantages offerts par ce poste

401(k) with match

PTO & paid holidays

Health & wellness programs

Exclusive discount programs

Résumé du poste

NFP, an Aon company, seeks a supportive team member to assist Account Management with administrative tasks and data handling. You will input data into spreadsheets, take notes during client meetings, and participate in training projects to grow with the team.

The role focuses on client support, data compilation, document management, and ongoing learning. Base salary ranges from $40,000 to $55,000, with potential incentives depending on performance and location.

Qualifications

• High school graduate or equivalent.
• Bachelor’s degree preferred is advantageous.
• Proficiency with Microsoft Office Suite and data management tools.

Responsabilités

• Assist clients by answering administrative questions (ID cards, claim processing, benefits information).
• Coordinate client mailings and enrollment materials as directed by the Account Manager.
• Assist with new business implementation and enrollment processing.
• Schedule meetings and assist in preparing client interactions.
• Compile data for proposals and insurance analyses; maintain client data in Salesforce.
• Maintain client calendars and prepare enrollment materials for clients.
• Prepare and review presentations for meetings; ensure accuracy of rates/benefits.

Connaissances

Independent work

Time management

Follow-up skills

Clear communication

Microsoft Office

Formation

High school diploma

Bachelor's degree preferred

Outils

Salesforce

Microsoft Office Suite

Description du poste

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:

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, 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.

#NFP