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Account Manager- Employee Benefits

Company: NFP
Location: Bethesda
Posted on: November 18, 2022

Job Description:

Who We AreWe're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 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 businessispersonal. 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: Role at NFPSummary:As an Account Manager, you will support consultants in managing client accounts by researching and supporting client needs related to medical, dental, life and disability and other benefits plans and programs for employer clients.The expectation at this level is that the analyst will exercise independent thinking and exercise judgement in knowing when to ask for assistance. If you don't know, ask!Essential Duties and Responsibilities: Your Responsibilities:Data entry and analysis - assist the consulting team in gathering, organizing, entering and analyzing data using Excel spreadsheets to be used for various client projects. This role also involves an increased focus on analysis of the results and managing portions of projects.Examples of the types of projects and responsibilities include:Marketing efforts - gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the clientBenefit Plan Implementations - support implementations of benefit plans with carrier and vendor partners in conjunction with other members of the client work teamUnderstand Health and Benefits products, services and tools -Understand vendor/carrier markets, services and technical tools, and intranet resources offered by NFP by participating in training courses, online learning, or through learning from more experienced colleagues.Project management & consulting skills -understand and demonstrate project management and consulting skills such as:Be proactive in supporting Consulting Team and client needs - don't be an order takerManaging the quality, attention to detail, and timeliness of client deliverablesParticipating in client calls and meetings as appropriateAssisting with the preparation and delivery of clear and concise client-friendly communications.Support "service" requests as neededKnowledge, Skills, and/or Abilities: Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisionsAbility to successfully interact with a variety of people and function well both in a team environment and autonomously.Ability to handle situations in a calm, courteous and professional mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookAbility to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience: BA/BS preferred0-3 years of industry experience required (Minimum)Knowledge of MS Office Tools (Excel, PowerPoint)Excellent interpersonal skills; strong oral and written communication skills.Ability to prioritize and handle multiple tasks in a demanding work environment.Ability to work independently and on a team.Required to obtain and maintain appropriate Life & Health licenses as required by state regulations and NFP policies.Availability to travel on an as needed basisWhat We OfferNFP 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.

Keywords: NFP, Bethesda , Account Manager- Employee Benefits, Executive , Bethesda, Maryland

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