Who We Are NFP is a seven-time 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're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role:As a Senior Account Executive in our dynamic team, you will be the cornerstone of client interactions, fostering and deepening relationships with both clients and carrier representatives on a daily basis. You'll be the key contact for clients, managing and enhancing our relationships, diving into researching and advising on various benefit plans, and taking a leading role as an advisor. This is more than a job; it's a chance to make a significant impact - both in our clients' lives and within our team. If you're ready to take this leap and become a pivotal part of our client's journey, we're excited to welcome you aboard.
Essential Duties and Responsibilities:- Assist with business development for self-funded opportunities
- Monthly analysis for existing clients
- Consultative reporting on monthly 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
- Contract review and compliance support
- Manage marketing process and ensure 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 account
Knowledge, Skills, and/or Abilities:- Exceptional written, oral, interpersonal communication skills
- Advanced MS Office skills, to include excel, word, power point
- 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's degree preferred.
- Experience in self-funded, core benefits, voluntary benefits, ancillary benefits, and
enrollment/eligibility systems options for clients
Certificates, Licenses, Registration:- Resident state Life and Health Department of Insurance License (Florida 215)
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.
NFP and You... Better together! NFP is an inclusive Equal Employment Opportunity employer.