Client Success Manager, Benefits & Insurance Solutions

NFP, an Aon company; South Jordan (UT); On-site; USD 56,800 - 80,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP, an Aon company, is seeking an Account Manager to manage a portfolio of client relationships and deliver exceptional service. You will coordinate with senior team members, advisors, and carriers to ensure accurate proposals and timely renewals.

You will learn and apply benefits administration, compliance, and vendor relationships while supporting open enrollment, reporting, and client education. A strong focus on client satisfaction and problem solving is essential to success.

Qualifications

• Associates degree or equivalent experience; BA/BS preferred.
• More than 3 years’ client service and/or industry experience.
• Appropriately licensed or ability to obtain licensing if required.

Responsibilities

• Prepare and send requests for proposals to applicable carriers; compile and analyze results.
• Review contracts, benefit summaries, and carrier documents for accuracy under supervision.
• Maintain client files and respond to client or carrier inquiries promptly and professionally.
• Develop relationships with clients and carrier representatives to understand products and services.
• Assist in creating and updating benefits guides and client education resources.
• Assist with annual client compliance audits using the NFP portal; support senior team members.
• Participate in client projects such as open enrollment and renewals.

Skills

Benefits administration

Time management

Follow-up skills

Communication skills

Excel

PowerPoint

Public speaking

Education

Associates degree or equivalent experience

BA/BS preferred

Job description

NFP, an Aon company, is seeking an Account Manager to manage a portfolio of client relationships and deliver exceptional service. You will coordinate with senior team members, advisors, and carriers to ensure accurate proposals and timely renewals.

You will learn and apply benefits administration, compliance, and vendor relationships while supporting open enrollment, reporting, and client education. A strong focus on client satisfaction and problem solving is essential to success.