Employee Benefits Account Manger II

AON PLC; Indianapolis (IN); Hybrid; USD 59,000 - 95,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP is seeking an experienced Employee Benefits Account Manager II to join its Indianapolis benefits practice. This role partners with Consultants and Producers, handling a sophisticated portfolio of employer clients and serving as the day-to-day contact for many client relationships.

You will manage client deliverables, renewals, vendor coordination, and ongoing service needs, ensuring proactive, high-quality support year-round.

Qualifications

• 3+ years of experience in benefits account management or related field.
• Bachelor's degree preferred.
• Life & Health Insurance License

Responsibilities

• Serve as day-to-day contact for clients and maintain regular communication.
• Own delivery of client deliverables, renewals, and project plans.
• Coordinate with vendors and internal teams to meet client needs.
• Support regulatory and compliance requirements with clients and plans.
• Handle renewal and marketing processes with carriers and consultants.
• Update client communications and maintain CRM data post enrollment.
• Maintain accurate documentation and contribute to process improvements.

Skills

Client relationships

Excel

PowerPoint

Project management

Communication skills

Public speaking

Time management

Team collaboration

Attention to detail

Education

Bachelor's degree

3+ years benefits account management experience

Tools

Salesforce

Microsoft Office

Job description

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Position Summary:

NFP is seeking an experienced Employee Benefits Account Manager II to join its growing Indianapolis benefits practice. This role serves as a critical partner to Consultants and Producers, helping manage a sophisticated portfolio of employer clients while acting as the primary day-to-day contact for many client relationships. The Account Manager II is responsible for the execution of key client deliverables, renewal and marketing activities, implementation projects, vendor coordination, and ongoing service needs, ensuring clients receive proactive, high-quality support throughout the year. Ideal candidates will bring strong employee benefits knowledge, experience managing sophisticated accounts, and the ability to build trusted relationships with both clients and carrier partners.

This opportunity offers exposure to a collaborative, team-based consulting environment where Account Managers play a highly visible role in client strategy and execution. The Indianapolis office continues to experience significant growth and is known for its strong culture, tenured leadership, and commitment to employee development. Working alongside experienced Consultants, Producers, analysts, compliance professionals, and additional subject matter experts, this is an excellent opportunity for someone looking to expand their technical expertise, take ownership of client outcomes, and continue advancing their career within a high-performing benefits organization!

Key Responsibilities:

Client Interaction and Relationship Management: Serve as the day-to-day contact for clients, addressing their needs and concerns promptly and effectively. Maintain regular communication with clients to ensure their satisfaction and address any issues that arise.

• Build and deepen relationships with clients, fostering trust and long-term partnerships. Engage in client relationship-building activities, including in-person meetings and events.
• Take an active role in client meetings, presenting information and addressing client questions. Prepare materials for presentations and communications, ensuring they are clear and professional.

Project and Deliverable Management: Own the delivery and execution of all client deliverables, ensuring they are completed accurately and on time. Coordinate with internal teams to ensure all client requirements are met.

• Manage the lifecycle and renewal process for client accounts, including planning, execution, and follow-up. Develop and maintain project plans to ensure successful completion of all client-related projects.
• Lead the implementation of new business and open enrollment processes, ensuring smooth transitions and successful outcomes. Coordinate with clients and vendors to manage implementation timelines and deliverables.

Vendor and Shared Services Coordination:

• Coordinate with vendors to ensure seamless service delivery and address any issues that arise. Develop and maintain strong relationships with vendor representatives to enhance service quality.
• Ensure shared services and other support functions are executing effectively to meet client needs. Collaborate with internal teams to ensure all aspects of client service are covered.

Compliance and Regulatory Support:

• Review benefit plan summaries and carrier source documents for accuracy, ensuring compliance with regulatory requirements. Understand and articulate complex regulatory language and rules to clients.
• Partner with the Compliance Team to support client needs and ensure compliance with plan documents and summary plan descriptions. Stay informed about relevant legislative guidelines and updates, including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform.
• Supervises the 5500 process in coordination with vendors and partners

Renewal and Marketing Process: Handle the renewal and marketing process from start to finish, negotiating with carriers and recommending renewal actions. Develop and implement marketing plans in collaboration with Consultants and Analysts.

Client Resources: Update employee and client communications and ensure all information is current after enrollment or coverage changes. Enter client data promptly into CRM systems (e.g., Salesforce).

General Administrative Support:

• Maintain accurate and up-to-date documentation of client interactions, deliverables, and project progress. Prepare regular reports for internal and client review.
• Work closely with team members to ensure cohesive and efficient service delivery. Participate in team meetings and contribute to the development of best practices and process improvements.

Knowledge, Skills, and/or Abilities:

• Strong understanding of benefits administration, industry trends, and carrier products and services.
• Proven track record to lead client relationships and anticipate client needs.
• Excellent communication skills, both written and oral.
• Strong Microsoft Excel and PowerPoint skills.
• Project management skills with the ability to balance multiple priorities effectively.
• Ability to work independently and as part of a team.
• Effective time management and decision-making skills.
• Presentation and public speaking abilities.
• Diligent follow-up skills.

Education and/or Experience:

• 3+ years of experience in benefits account management or a related field.
• Preferably a bachelor's degree.

Certificates, Licenses, Registration

• Life & Health Insurance License

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $58,600 – $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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