Benefits Administration Client Advocate (Hybrid)

NFP Corp; Warrington Township (Bucks County); On-site; USD 41,000 - 69,000; Full time

Job summary

A leading company in the insurance sector is seeking an Associate Consultant to support Advisors and Account Executives in managing client accounts. The role involves developing client relationships, preparing proposals, and ensuring compliance with industry standards. The ideal candidate will have strong communication skills and relevant experience in benefits administration. Join a team that values diversity and offers a competitive salary along with various benefits.

Benefits

Competitive Salary

PTO & Paid Holidays

401(k) with Match

Health & Wellness Programs

Qualifications

• More than 3 years of client service and/or industry experience.
• Ability to express ideas clearly in both written and oral communications.

Responsibilities

• Assist with client account management and communication.
• Prepare and send requests for proposals to insurance carriers.
• Develop relationships with clients and carrier representatives.

Skills

Benefits Administration

Time Management

Public Speaking

Communication

Education

Associates Degree

BA/BS Preferred

Tools

Microsoft Excel

PowerPoint

Job description

Who We Are

NFP, an Aon Company, is a multi-year 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 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 Client is responsible for working with Advisors and Account Executives to service client accounts. The position requires supporting them in the day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Associate Consultant will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to lead open enrollment presentations with senior team member direction. They should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In this role, the Associate Consultant requires a great deal of supervision and direction from more senior team members.

Essential Duties and Responsibilities:

• Begins to develop relationships; attend meetings and may contribute
• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor. At this level, they will begin to learn more complex compliance and regulatory policy language.
• Creates and maintain 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 request, claims or billing questions
• Begins to develop 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 products and services in the marketplace and recommend them to clients
• Learns vendor/carrier products and services from the more senior Account Manager or Account Executive.
• Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member.
• May assist Account Manager in drafting renewal presentations
• Assist with creating 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 document
• Attend to client requests including product or vendor service or performance challenges
• File form 5500 filing, reaching out for assistance as needed
• Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members
• Create 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, carrier products and services
• 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 obtain 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 $41,000.00 – $69,000.00. 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.