Account Executive

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 7,000 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:

Ideal candidates will have strong attention to detail, effective communication skills, and will be highly organized. This is a great opportunity for someone who is eager to learn and contribute in a dynamic environment. This position will be responsible as the main point of contact for assigned client group accounts to ensure all aspects of agency service is provided at the highest level.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Works closely with Agent to develop and execute client's strategic objectives in all matters related to health & welfare benefits.

• Acts as a dedicated resource for clients to help them resolve any plan administration/benefits issues, including but not limited to: employee communication resources, invoicing, eligibility, and any overall plan details.

• Ensures renewal cycle and established timelines are met throughout the year including, quarterly meetings and data review (when necessary); Works with internal and external wellness resources to provide experience data and recommendations (when available).

• Works closely with insurance carrier representatives to stay on top of emerging trends and updates on product offerings.

• Oversees the group annual renewal process per established timelines (in partnership with Agent and pulling in Account Manager for assistance with tasks), including:

• negotiating, generating, analyzing, and presenting proposals

• making recommendations on plan and contribution strategy

• handling any plan/eligibility/carrier changes (including required paperwork)

• facilitating enrollment materials and/or online enrollment system updates

• providing compliance notices and plan documents to clients

• ensure proper processing of open enrollment elections/changes

• Handles set-up and maintenance of online enrollment systems, as needed

• Assists internal Advocate with complex, time-sensitive and/or escalated service/claims issues

• With assistance from respective Account Manager, responsible for documentation of internal files and databases with all client data and communication in Salesforce.

• Ensures client compliance with health & welfare benefits, notices, including ACA and ERISA per established compliance directives.

COMPETENCIES

• Proficiency in processing large amounts of information on an ongoing basis

• Exceptional attention to detail and time management skills

• Strong aptitude for organization and prioritization

• Desire to work in a fast-paced environment with flexibility in duties and responsibilities

• Effective verbal and written communication

• Ability to work on projects with a team or on an individual basis

• Proficiency in PC, Microsoft Office Suite and the ability to learn software/technology quickly

• Must be able to work in Charleston, SC

• Must be able to sit for long periods of time at a computer screen with few breaks

EDUCATION AND EXPERIENCE:

• Minimum 5 years' of experience in Health & Welfare Administration or related field

• Bachelor's Degree

• Active Life and Health License (or ability to obtain)

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.