Sr. Account Executive

Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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 

Summary of the Role: The Account Executive plays a pivotal role in delivering exceptional client advisory and consultative services for health and welfare plans. This dynamic position involves providing insightful monthly and quarterly reporting, strategic analysis to optimize plan performance, and expert guidance on compliance and legislative updates. Additionally, the role includes reviewing contracts and performance standards, as well as supporting HR teams with procedural improvements. If you thrive in a fast-paced environment and are passionate about delivering value-driven solutions, this role is for you!

Essential Duties and Responsibilities:

• Assist with business development for self-funded opportunities
• Quarterly analysis for existing large clients
• Consultative reporting on monthly, quarterly and annual basis
• Vendor liaison for clients for all service, billing and eligibility issues with carriers
• Responsible for meeting summaries and follow up with team members and external vendors
• Familiarity with carrier contracts, polices and differentiators
• Responsible for maintaining outstanding checklists and renewal timelines for assigned clients
• Effective delegation and follow up with senior team members
• Contract review and compliance support
• Ensure marketing spreadsheet terms are accurately implemented and documented
• Proactive customer service and HR support
• Communication, education and wellness support coordinated with team members
• Maintain files and databases
• Implementation and compliance support in coordination with team members 
• Assist and organize the onboarding process for all new business cases and new business lines on designated accounts

Knowledge, Skills, and/or Abilities:

• Exceptional written, oral, interpersonal communication skills
• Advanced MS Office skills, to include excel, word, powerpoint
• Strong client development and relationship building skills
• Ability to work both independently and within a team environment

Education and/or Experience:

• 5 years Client Management experience in Employee Benefits.
• Bachelor Degree preferred.
• Experience in self-funded, core benefits, voluntary benefits, ancillary benefits, and enrollment/eligibility systems options for clients

Certifications, Licenses, Registration:

• Resident state Life and Health Department of Insurance License

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 $52,000 – $110,000. 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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