Account Executive-Employee Benefits (Remote)

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 8,000 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 an 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 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, including reviewing the work of lower level analysts.
• 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 client
• Plan design consolidation – gather data from the client and current vendors needed for analyzing the impact of a client’s consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data.
• For experience rated clients - Cost projections and vendor renewal workups – gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings
• For experience rated clients - Tracking claims experience – gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis
• Understand vendor/carrier markets, more advanced underwriting and financial skills, Health & Benefit products, services and technical tools, and intranet resources offered by NFP by participating in training courses, online learning, or through learning from more experienced colleagues.
• Understand and demonstrate project management and consulting skills such as:
• Managing the quality and timeliness of client deliverables
• Helping to develop budgets and billing reports
• Participating in client calls and meetings as appropriate
• Delegating to and reviewing project work of more junior colleagues
• Assisting with the preparation and delivery of clear and concise client-friendly communications.

 Knowledge, Skills, and/or Abilities:  

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Ability to work independently and anticipate client and team needs
• Effective time management and decision making skills
• Diligent follow up skills
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Excel and PowerPoint skills
• Commanding presentation and public speaking abilities

Education and/or Experience:   

• BA/BS preferred
• 5 years of industry experience required

Certificates, Licenses, Registration: 

• Life, Accident and Health Insurance License required.
• GBA or CEBS Certification a plus.

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.