Sr. Account Executive

Who We Are

NFP, an Aon company, is a multiple 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 .

This is a full-time position, requiring the Senior Account Executive to interact with clients and develop relationships in order to meet clients' needs. The Senior Account Executive will research, analyze, and evaluate medical, dental, life, disability and other benefit plans and act as a benefit advisor to fully insured and self-funded clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

• Maintains communication with consultants to strategize overall needs of client.
• Conducts Pre-Renewal visits and provides benefit and plan design strategy and benchmarking information, survey material when necessary.
• Oversees marketing and RFP process until completion of renewal.
• Coordinates with Benefit Analyst to provide necessary documentation and timelines for RFP.
• Responsible for peer review of spreadsheet and write-ups of client recommendations.
• Negotiates and ensures proper assignment of client commissions. Prepares commission checklist for client renewals.
• Acts as liaison between insurance carriers and client to communicate final plan decisions, rates and sold commissions.
• Manages activities of Benefit Coordinator, including post enrollment activities.
• Conducts regular client meetings with management staff (i.e. Human Resource, CFO or Healthcare Committee) to review service, compliance, education needs or client experience.
• Conducts client employee meetings and prepares communication pieces for open enrollment such as power point presentations and open enrollment alert newsletters (i.e. open enrollment, new acquisition, table time).
• Handles escalated claim and complex compliance issues. Coordinates with Client Service Manager to review client servicing needs and identifies educational opportunities.
• Reviews certificates, SPD's, SBC's, contracts, plan installation materials for accuracy.
• Builds and maintains corporate wellness programs by using healthcare carrier and third-party vendors as resources.
• Keeps clients aware of all industry trends and events, including all state and federal regulatory issues and updates. Explains legislative guidelines including COBRA, HIPPA, ERISA, Section 125, Medicare Part D, ARRA and Health Care Reform to clients.
• Keeps clients aware of updates on all guidelines and reporting requirements. Consults with clients to ensure they are utilizing appropriate resources to meet compliance requirements.
• Meets with carriers on a regular basis to keep up to date with product and benefit plan information.
• Seek opportunities for cross-selling and presents new NFP initiatives and products, i.e., 401K, P&C, Evolution 1, Vitality, EASE, Worksite, and HR Services.
• Ensure all client data is entered into CRM System
• Maintaining confidentiality and HIPAA compliance with all client information obtained in the course of work.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
• Ability to work independently and in a team setting.
• Ability to anticipate and meet client and team needs.
• Excellent interpersonal skills demonstrated in communications with both external and internal clients.
• Demonstration of project management and consulting skills.
• Effective time management and decision-making skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft skills; Excel, Word, PowerPoint, and Outlook.

EDUCATION AND/OR EXPERIENCE:

• Three-year college or university degree
• 3+ years of health and welfare consulting experience is preferable.

CERTIFICATES, LICENSES, REGISTRATION:

• Valid Ohio Life, Accident and Health License
• Ongoing Education Required
• CE Requirements
• HIPAA Certification
• NFP and carrier compliance training

SUPERVISORY RESPONSIBLITIES:

• No direct supervision: this job requires oversight and collaboration with the benefit administration team involved with each client's book of business.

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

NFP and YouBetter Together!

NFP is an inclusive Equal Employment Opportunity employer.