Client-Focused Benefits Account Manager

NFP, an Aon company; City of Albany (NY); Vor Ort; USD 65.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Zusammenfassung

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor with a strong focus on client service and technology-driven solutions. Account Managers lead day-to-day client interactions across a portfolio, ensuring satisfaction and seamless collaboration with internal teams.

As part of the Account Management group, you will cultivate relationships, respond to client needs, and contribute to renewal strategies while supporting a dynamic team and a

Qualifikationen

• Associates degree (or equivalent), and BA/BS preferred.
• More than 3 years’ client service and/or industry and product line experience.
• Appropriately licensed or ability to acquire licensing if required.

Aufgaben

• Prepare and send requests for proposals to insurance carriers and summarize results.
• Review contracts, benefit plan summaries, and carrier documents for accuracy.
• Build and maintain client files per office procedures and update policy records.
• Answer client or carrier questions on IDs, claims, or billing.
• Develop relationships with clients and coordinate with Senior Account Manager or Advisors.
• Assist in drafting renewal presentations and client compliance documents.

Kenntnisse

Independent work

Time management

Communication skills

Public speaking

Excel proficiency

Ausbildung

Associates degree

BA/BS preferred

Tools

Microsoft Excel

PowerPoint

Jobbeschreibung

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor with a strong focus on client service and technology-driven solutions. Account Managers lead day-to-day client interactions across a portfolio, ensuring satisfaction and seamless collaboration with internal teams.

As part of the Account Management group, you will cultivate relationships, respond to client needs, and contribute to renewal strategies while supporting a dynamic team and a