National Financial Partners
Account Manager, Benefits Administration (Hybrid Wallingford, CT)
National Financial Partners, Wallingford, Connecticut, us, 06495
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 .
Summary:
Provide the best possible benefits administration experience for clients and brokers, ensuring high satisfaction and business retention. In coordination with sales executives, ensure a satisfactory onboarding experience for new clients. Manage and ensure appropriate delivery, documentation, and resolution of all renewals and plan changes. Identify opportunities and sell add-issue. Provide prompt response and resolution to issues, coordinating resources internally and at carriers when required.
Essential Functions:
Meet or exceed acceptable standards in the following areas:Ensure a satisfactory onboarding experience for new clients, collaborating with PPI sales executive and assigned internal implementation resources and carrier representatives. Perform platform demonstrations and training on PPI's eligibility and billing applications to client. Perform system review to QC client set-up, bills and rates. Monitor first 2-3 months of billing and payment to proactively address potential issues.Evaluate, present and negotiate benefit plan renewals and marketing proposals for assigned accounts. May supplement sales coordinators' marketing activities to obtain product options, including QC.Identify opportunities to offer additional or alternative products and services, sell add-issue to broker and client, and perform activities required to initiate implementation.Using business and PPI-specific knowledge, anticipate client needs and identify and implement strategies to address them including, but not limited to, products, benefits administration, COBRA and other PPI services.Conduct client and broker meetings as well as occasional employee meetings. Meetings will typically be conducted remotely but occasionally will be in-person.Ensure all paperwork and internal documentation is complete, timely, and submitted to appropriate area or carrier for renewals, plan changes, and PPI service offerings.With regular and appropriate communication, resolve or direct the resolution of escalated client services issues including, but not limited to, system usage, enrollment and eligibility, rates/billing, payment/lapse, claims, and benefit questions.Oversee open enrollment and ongoing enrollment process, incoming data files, EDI, employee self-service etc. and intervene as liaison to assigned client when problem resolution is required.Understand and articulate applicable and evolving legislative and compliance rules, ERISA, ACA, industry trends, etc.Provide support and backup when needed to other members of the account management team and leadership. Share best-practices, conduct internal education sessions, and collaborate to impart expertise to account management and other departments.Coordinate effectively across all departments within PPI and our carriers/vendors to anticipate, respond to, and resolve client and broker needs or issues. May serve as a back-up for Sales Support or Client Services team during peak times in order to ensure PPI meets service commitments.Participate in other work or projects as identified by leadership related to PPI's employee benefit products or other services. Perform other job-related duties or special projects as required.Requirements:Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company's Statement of Business Practices, Affirmative Action, Diversity and other standards. Actively cooperate and interact with all entities of NFP.Bachelor's degree or commensurate experience, plus a minimum of 2 years of proven account management experience or senior-level client service experience in the group insurance or employee benefit industry.A sense of urgency and diligent follow-up skills required.Strong organizational and time-management skills required.Strong verbal and written communication skills, including presenting to an audience in person or via web.Thorough working knowledge of Microsoft Office.Problem-solving at both detailed and omnibus levels.Ability to work effectively independently and make appropriate decisions.Life and Health License after 6 months of employment.Periodic travel both in and out of state.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 You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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 .
Summary:
Provide the best possible benefits administration experience for clients and brokers, ensuring high satisfaction and business retention. In coordination with sales executives, ensure a satisfactory onboarding experience for new clients. Manage and ensure appropriate delivery, documentation, and resolution of all renewals and plan changes. Identify opportunities and sell add-issue. Provide prompt response and resolution to issues, coordinating resources internally and at carriers when required.
Essential Functions:
Meet or exceed acceptable standards in the following areas:Ensure a satisfactory onboarding experience for new clients, collaborating with PPI sales executive and assigned internal implementation resources and carrier representatives. Perform platform demonstrations and training on PPI's eligibility and billing applications to client. Perform system review to QC client set-up, bills and rates. Monitor first 2-3 months of billing and payment to proactively address potential issues.Evaluate, present and negotiate benefit plan renewals and marketing proposals for assigned accounts. May supplement sales coordinators' marketing activities to obtain product options, including QC.Identify opportunities to offer additional or alternative products and services, sell add-issue to broker and client, and perform activities required to initiate implementation.Using business and PPI-specific knowledge, anticipate client needs and identify and implement strategies to address them including, but not limited to, products, benefits administration, COBRA and other PPI services.Conduct client and broker meetings as well as occasional employee meetings. Meetings will typically be conducted remotely but occasionally will be in-person.Ensure all paperwork and internal documentation is complete, timely, and submitted to appropriate area or carrier for renewals, plan changes, and PPI service offerings.With regular and appropriate communication, resolve or direct the resolution of escalated client services issues including, but not limited to, system usage, enrollment and eligibility, rates/billing, payment/lapse, claims, and benefit questions.Oversee open enrollment and ongoing enrollment process, incoming data files, EDI, employee self-service etc. and intervene as liaison to assigned client when problem resolution is required.Understand and articulate applicable and evolving legislative and compliance rules, ERISA, ACA, industry trends, etc.Provide support and backup when needed to other members of the account management team and leadership. Share best-practices, conduct internal education sessions, and collaborate to impart expertise to account management and other departments.Coordinate effectively across all departments within PPI and our carriers/vendors to anticipate, respond to, and resolve client and broker needs or issues. May serve as a back-up for Sales Support or Client Services team during peak times in order to ensure PPI meets service commitments.Participate in other work or projects as identified by leadership related to PPI's employee benefit products or other services. Perform other job-related duties or special projects as required.Requirements:Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company's Statement of Business Practices, Affirmative Action, Diversity and other standards. Actively cooperate and interact with all entities of NFP.Bachelor's degree or commensurate experience, plus a minimum of 2 years of proven account management experience or senior-level client service experience in the group insurance or employee benefit industry.A sense of urgency and diligent follow-up skills required.Strong organizational and time-management skills required.Strong verbal and written communication skills, including presenting to an audience in person or via web.Thorough working knowledge of Microsoft Office.Problem-solving at both detailed and omnibus levels.Ability to work effectively independently and make appropriate decisions.Life and Health License after 6 months of employment.Periodic travel both in and out of state.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 You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.