Client Success Manager – Employee Benefits & Insurance

NFP, an Aon company; West Hartford (CT); On-site; USD 84,000 - 103,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

PeopleFirst culture

Job summary

NFP, an Aon company, is seeking an Account Manager to elevate client experiences by combining technology with personalized service. You will oversee a portfolio of clients with complex needs in compliance, finance, and marketing, serving as the primary day-to-day contact and coordinating with internal teams.

The role emphasizes building long-term relationships, delivering high-quality service, and contributing to renewal strategies.

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.
• Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor. At this level, they will begin to learn more complex compliance and regulatory policy language.
• Creates and maintain client files in accordance with office procedures. May be responsible for keeping client policy records
• Takes the lead on answering questions from clients and/or insurance company personnel such as ID card request, claims or billing questions
• Begins to develop ongoing relationships with clients. Coordinates with Senior Account Manager, Account Executives or Advisors in doing so.
• Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
• Learns vendor/carrier products and services from the more senior Account Manager or Account Executive.
• Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member.
• May assist Account Manager in drafting renewal presentations
• Assist with creating and updating benefits related guides, education resources for clients
• Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing document
• Attend to client requests including product or vendor service or performance challenges
• File form 5500 filing, reaching out for assistance as needed.
• Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members
• Create monthly, quarterly and annual reports for client review as needed
• Distribute monthly / quarterly newsletters and other briefings and content as appropriate
• Assist with creation of client corporate wellness programs and offerings

Skills

Benefits administration

Healthcare Reform

Industry trends

Carrier products

Independent work

Time management

Communication skills

Excel

PowerPoint

Public speaking

Education

Associates degree

BA/BS preferred

3+ years client service experience

Tools

Excel

PowerPoint

Job description

NFP, an Aon company, is seeking an Account Manager to elevate client experiences by combining technology with personalized service. You will oversee a portfolio of clients with complex needs in compliance, finance, and marketing, serving as the primary day-to-day contact and coordinating with internal teams.

The role emphasizes building long-term relationships, delivering high-quality service, and contributing to renewal strategies.