Insurance Account Manager

The Insurance Services Account Manager will act as the primary point of contact for the client to understand issues, priorities and deliverables, troubleshoot and solve benefit plan related problems and provide exceptional service for large multi-national corporations and their executive participants. In responding to requests from the client, it will be the Insurance Services Account Manager’s responsibility to ensure that the appropriate internal teams are involved in the planning and solution. This position will ensure quality of service and strive to provide more efficient services to the client.


  • Manage client relationships from initial purchase through termination of plan
  • Develop and set reasonable expectations for this highly focused, sometimes demanding and results-oriented client
  • Collaborate with client team to negotiate priorities and deliverables
  • Clearly communicate service commitments to client
  • Help identify ways to improve efficiency and service
  • Ensure positive client experience
  • Ensure documented procedures are accurate and up to date
  • Accurately prepare and deliver client reporting within accepted timeframe
  • Prepare additional ad hoc reporting as required by client
  • Work with other Account Managers, assisting when necessary
  • Assist client with all aspects of their plan, cash values, allocations, illustrations
  • Process appropriate application, forms and death claims with carrier
  • Maintain accurate client record both electronically and hard copy where required
  • Work with carriers to correct reporting errors
  • Assist in preparation and proofing of other team member reports
  • Assist in proofing of presentations
  • Assist in preparation of presentations
  • Assist with RFP responses
  • Travel, as required
  • Other duties as assigned.

Meet Some of NFP's Employees

Graham H.

Client Services Administrator, Benefits

Graham is responsible for accurately maintaining healthcare benefit information for NFP clients. He enrolls and deletes individual profiles as people come and go, and oversees program marketing.

Kristie D.

Account Manager, Benefits

Kristie is responsible for maintaining great relationships with NFP company clients, answering the questions of current partners, creating proposals for contract renewal and preparing materials for open-enrollment meetings.

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