Client Relations Architect - Benefits & Insurance

MFS Investments; Norwell (MA); On-site; USD 55,000 - 105,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Exclusive discount programs

Job summary

NFP is seeking an Account Manager II to elevate client experiences by blending technology with personalized service. You will oversee a portfolio of clients, becoming the primary contact for outstanding service and nurturing long-term relationships.

This role involves supporting proposals, reviewing contracts and benefit plan summaries, and coordinating with senior teammates and carrier representatives to tailor solutions in compliance and finance.

Qualifications

• 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

Responsibilities

• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Review contracts, benefit plan summaries, and carrier source documents for accuracy under supervision.
• Create and maintain client files in accordance with office procedures.
• Answer questions from clients and/or insurance company personnel (e.g., ID card requests, claims or billing questions).
• Develop relationships with clients and coordinate with Senior Account Manager, Account Executives or Advisors.
• Develop relationships with carrier representatives to understand available products and services and recommend them to clients.
• Review and analyze requests for proposals and insurance plan analyses; participate in negotiations with carriers and renewal actions.
• Assist with renewal presentations and creation of benefits guides.

Skills

Benefits administration

Communication

Time management

Public speaking

Education

Associates degree (or equivalent), BA/BS preferred

Tools

Microsoft Excel

PowerPoint

Job description

NFP is seeking an Account Manager II to elevate client experiences by blending technology with personalized service. You will oversee a portfolio of clients, becoming the primary contact for outstanding service and nurturing long-term relationships.

This role involves supporting proposals, reviewing contracts and benefit plan summaries, and coordinating with senior teammates and carrier representatives to tailor solutions in compliance and finance.