Senior Account Executive

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.
  • Develop 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.
  • Work with director to develop and execute client strategy plan and defined deliverables.
  • Oversee Open Enrollment process for clients; Review employee presentations and communication materials.
  • Oversee annual projects for clients including Non-Discrimination Testing, Healthcare Reform fee calculations and Imputed Income Calculations.
  • Conduct annual client compliance audits using NFP portal.
  • 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; Keep clients aware of updates on relevant
  • Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)
  • Day-to-day client servicing including eligibility issues and specific client questions and needs.
  • Review the work of the Benefit Analyst on the team and provide informal mentorship to them.
  • Ensure all client data is entered into CRM System (SalesForce) in a timely manner.
  • Additional duties as assigned.

Meet Some of NFP's Employees

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.

Josephine W.

Account Manager, Benefits

Josephine is responsible for overseeing the day-to-day employee benefits management of NFP’s small business clients by answering questions, keeping accurate files, and finding great rates.


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