Account Executive, Corporate Benefits
Company: NFP Corp
Location: Pflugerville
Posted on: May 15, 2022
Job Description:
Summary: The Account Executive interacts with clients on a
day-to-day basis while developing and maintaining relationships
with both client and carrier representatives. The Account Executive
will research, analyze, and evaluate medical, life, disability and
other benefit plans and act as a benefit advisor to clients. This
role requires the employee to take on the role of primary point of
contact for clients. The Account Executive may have indirect
supervision of team members, review work for accuracy and delegate
work and projects to other members of the team to ensure client
deliverables are completed timely and accurately.This is a hybrid
position with working in office 3 days a week and working remotely
2 days a week.Essential Duties and Responsibilities:
- Develop and maintain ongoing relationships with clients; Act as
the subject matter expert on Health & Welfare Benefits and
vendor/carrier products and services.
- Maintain a project plan to ensure client deliverables are
provided on time. Delegate work to more junior team members to
ensure completion.
- Build and maintain strong relationships with carriers,
companies and clients.
- Keep clients apprised of appropriate industry trends and
events, including all state and federal regulatory issues.
- Maintain relationships with carrier representatives in order to
better understand available products and services in the
marketplace and recommend them to clients.
- Anticipate client needs and identify the strategies to solve
them.
- Review request for proposals and insurance plan analyses,
negotiate with carriers and recommend renewal actions.
- Oversee implementations of new business.
- Understand and articulate alternative funding strategies.
- Oversee open enrollment process for clients; Review employee
presentations and communication materials.
- Conduct and present annual client compliance audits with
Regional Compliance resource.
- Genuine understanding of client financial mechanics and
projections.
- Keep clients apprised of appropriate industry trends and
events, including all state and federal regulatory issues. Explain
legislative guidelines including COBRA, HIPPA, ERISA, Section 125,
and Health Care Reform to clients.
- Interpret plan rules to ensure compliance with Plan Documents
and Summary Plan Descriptions (SPDs).
- May review the work of the Account Managers on the team and
provide informal mentorship to them.
- Ensure all client data is entered into CRM System (Salesforce)
in a timely manner.
- Work with client service team to develop and execute client
strategy plan and defined deliverables.Knowledge, Skills, and/or
Abilities:
- Advanced 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, Word and PowerPoint skills.
- Strong presentation and public speaking abilities.
- Strong Internet skills including social media.
- Salesforce experience helpful.Education and/or Experience:
- BA/BS preferred.
- Typically more than 5 years industry and product line
experience.
- 4+ years of health and welfare consulting experience
required.Certificates, Licenses, Registration:
- Life, Accident and Health Insurance License required.
- GBA or CEBS Certification a plus.Who We Are:Were a five-time
Best Places to Work award winner in Business Insurance for
2017-2021 who has earned the 5-Star Diversity, Equity and Inclusion
(DEI) award from Insurance Business magazine. We are also
recognized as an Elite Agency award winner named as a Top Employee
Benefits Firm. We are a leading Insurance Broker and Consultant
that provides Employee Benefits, Property & Casualty, and
Retirement and Individual Private Client solutions to help our
clients reach and realize their goals because we believe business
is personal. Our personal commitment to our team and our clients
have created long-lasting and successful relationships across our
growing 300+ nationwide offices and 17 international locations. To
learn more, please visit: .What We Offer:NFP is 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.NFP and You... Better Together!NFP is
an inclusive Equal Employment Opportunity employer.The information
on this description has been designed to indicate the general
nature and level of work performed by employees within this
classification. It is not designed to contain or be interpreted as
a comprehensive inventory of all duties, responsibilities and
qualifications required of employees assigned to this job.
Keywords: NFP Corp, Pflugerville , Account Executive, Corporate Benefits, Other , Pflugerville, Texas
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