Now Hiring - NFP Corp - Insurance Senior Account Manager, Employee Benefits (Hybrid/Remote) in Pleasant Hill, CA

Full description of the position

Who We Are

We’re NFP, a six-time Best Places to Work award winner, Elite Agency award winner and 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 business is personal. 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: [please apply online] Role

The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
• Communicates directly with clients and carriers with collaboration with senior team members
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation
• Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Account Executive or Advisor
• May serve as a mentor to more junior team members; assists with training more junior team members
• Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls

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

• Associates degree (or equivalent), and BA/BS preferred
• More than 3 years’ client service and/or industry and product line experience

Certificates, Licenses, Registration

• Life, Accident and Health Insurance License required.

What We Offer

NFP 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.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Travel reimbursement
• Tuition reimbursement
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Pleasant Hill, CA 94523