Account Executive- Employee Benefits

Who We Are:  

NFP, an Aon company, is a multiple 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 are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: As an Account Executive in Mid-Market segments, you will support consultants in managing client accounts by researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs for employers. The expectation at this level is that the Account Executive will exercise more independent thinking and be able to complete projects with little guidance from consultants. Often, tasks are time sensitive, and the employee may be working under intense deadlines and pressure.

Responsibilities:

• Data entry and analysis - 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.

Examples of the types of projects and responsibilities include:

• 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 or 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 …