Client Relationship Manager – Insurance & Benefits

Aon plc; Norwell (MA); In loco; USD 55.000 - 105.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Descrizione del lavoro

NFP, an Aon company, is seeking an Account Manager II to manage a portfolio of clients, coordinating with senior team members and carriers to ensure exceptional service and compliance. You will develop relationships, handle renewals, and support client education and reporting in a fast-paced environment.

You will balance technology and personalized service, acting as a primary contact for clients. This role emphasizes attention to detail, cross-functional collaboration, and delivering

Competenze

• Knowledge of benefits administration and healthcare reform
• Ability to work independently and anticipate client and team needs
• Effective time management and decision-making skills
• Strong Excel and PowerPoint skills
• Strong communication skills (written and oral)

Mansioni

• Prepare and send requests for proposals to insurance carriers and summarize results
• Review contracts, plan summaries, and carrier documents for accuracy under supervision
• Maintain client files and records per procedures
• Respond to client questions regarding IDs, claims, and billing
• Develop ongoing client relationships with senior guidance
• Learn carrier products and services to recommend solutions
• Participate in renewal proposals and presentations
• Assist with client education resources and newsletters
• Support annual client compliance audits using the NFP portal
• Create periodic client reports for review

Formazione

Associates degree (or equivalent)

BA/BS preferred

Strumenti

Microsoft Excel

PowerPoint

Descrizione del lavoro

NFP, an Aon company, is seeking an Account Manager II to manage a portfolio of clients, coordinating with senior team members and carriers to ensure exceptional service and compliance. You will develop relationships, handle renewals, and support client education and reporting in a fast-paced environment.

You will balance technology and personalized service, acting as a primary contact for clients. This role emphasizes attention to detail, cross-functional collaboration, and delivering