Client Success Account Manager

Socket.dev

Wayne (PA)

On-site

USD 65,000 - 85,000

Full time

3 days ago
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Benefits offered by this job

PTO & paid holidays
401(k) with match
Health & wellness programs

Job summary

NFP is seeking an Account Manager to elevate client experiences by managing a portfolio of clients, delivering personalized service, and coordinating with internal teams to meet client needs. You will guide day-to-day interactions, build strong relationships, and act as the go-to for service excellence across operations.

You will learn and negotiate with carriers, contribute to renewal strategies, and support benefit education for clients while advancing your career in a collaborative

Qualifications

  • Knowledge of benefits administration and healthcare reform.
  • Strong written and verbal communication.
  • Ability to multitask and meet deadlines.

Responsibilities

  • Work with colleagues to prepare and send proposals to applicable insurance carriers and track results.
  • Review contracts, benefit plan summaries, and carrier documents for accuracy under guidance.
  • Build and maintain client files in accordance with procedures and keep policy records.
  • Answer questions from clients and insurance company personnel (ID cards, claims, billing).
  • Develop relationships with clients,Account Executives, and Advisors across teams.
  • Learn carrier products and services and recommend options to clients.
  • Assist with renewal presentations and analyses as needed.
  • Draft and update benefits guides and client education resources.
  • Conduct annual client compliance audits using the NFP portal.

Skills

Benefits administration
Client relationship management
Public speaking
Independent work

Education

Associates degree or equivalent
BA/BS preferred

Tools

Microsoft Excel
PowerPoint

Job description

NFP is seeking an Account Manager to elevate client experiences by managing a portfolio of clients, delivering personalized service, and coordinating with internal teams to meet client needs. You will guide day-to-day interactions, build strong relationships, and act as the go-to for service excellence across operations.

You will learn and negotiate with carriers, contribute to renewal strategies, and support benefit education for clients while advancing your career in a collaborative

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