Account Manager, Employee Benefits Administration (Hybrid - Wallingford, CT)

Who We Are

NFP, an Aon Company, is a multi-year 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.

This role will support PPI Benefit Solutions, a part of NFP. PPI Benefit Solutions is a service-first company delivering end-to-end benefits administration services and technology, with a focus on client and partner needs. To learn more, please visit: PPI Benefit Solutions

Position Summary:
We are seeking a dedicated Account Manager to provide the best possible benefits administration experience for clients and brokers, ensuring high satisfaction and business retention. This role involves coordinating with Sales Executives to ensure a satisfactory onboarding experience for new clients, managing renewals and plan changes, and identifying opportunities to sell additional products. The Account Manager will excel in client relationship management, project management, and implementation. In addition, the Account Manager will provide prompt response and resolution to issues, coordinating resources internally and with carriers when required. This is a full-time role working Monday to Friday that offers the flexibility of a hybrid schedule from our Wallingford, CT office, with two days spent in the office and the remainder working remotely from home.

Please note that in addition to the base salary, this position offers incentive compensation for renewal activity and other production-based bonuses.

Essential Duties and Responsibilities
Meet or exceed acceptable standards in the following areas:

• Strong skills in managing client relationships, addressing client needs, and ensuring positive outcomes.
• Ensure a satisfactory onboarding experience for new clients, collaborating with PPI sales executive and assigned internal implementation resources and carrier representatives. Perform platform demonstrations and training on PPI’s eligibility and billing applications to client. Perform system review to QC client set-up, bills and rates. Monitor first 2-3 months of billing and payment to proactively address potential issues.
• Evaluate, present and negotiate benefit plan renewals and marketing proposals for assigned accounts. May supplement sales coordinators’ marketing activities to obtain product options, including QC.
• Identify opportunities to offer additional or alternative products and services, sell add-issue to broker and client, and perform activities required to initiate implementation.
•  Using business and PPI-specific knowledge, anticipate client needs and identify and implement strategies to address them including, but not limited to, products, benefits administration, COBRA and other PPI services.
• Conduct client and broker meetings as well as occasional employee meetings. Meetings will typically be conducted remotely but occasionally will be in-person.
• Ensure all paperwork and internal documentation is complete, timely, and submitted to appropriate area or carrier for renewals, plan changes, and PPI service offerings.
• With regular and appropriate communication, resolve or direct the resolution of escalated client service issues including, but not limited to, system usage, enrollment and eligibility, rates/billing, payment/lapse, claims, and benefit questions.
• Oversee open enrollment and ongoing enrollment process, incoming data files, EDI, employee self-service etc. and intervene as liaison to assigned client when problem resolution is required.
• Understand and articulate applicable and evolving legislative and compliance rules, ERISA, ACA, industry trends, etc.
• Provide support and backup when needed to other members of the account management team and leadership. Share best-practices, conduct internal education sessions, and collaborate to impart expertise to account management and other departments.
• Coordinate effectively across all departments within PPI and our carriers/vendors to anticipate, respond to, and resolve client and broker needs or issues. May serve as a back-up for Sales Support or Client Services team during peak times in order to ensure PPI meets service commitments.
• Participate in other work or projects as identified by leadership related to PPI’s employee benefit products or other services. Perform other job-related duties or special projects as required.

 Requirements

Knowledge, Skills, and/or Abilities:

• Provide prompt, courteous, and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company’s Statement of Business Practices, Affirmative Action, Diversity and other standards.
• Actively cooperate and interact with all entities of NFP.
• Sense of urgency, diligent follow-up skills, excellent organizational and time-management skills
• Strong verbal and written communication skills, including presenting to an audience in person or via web.
• Thorough working knowledge of Microsoft Office.
• Problem-solving skills at both detailed and broad levels.
• Ability to work independently and make appropriate decisions.
• Occasional travel, both in and out of state.

Education and/or Experience:

• Bachelor’s degree or commensurate experience, plus a minimum of 2 years of proven account management experience or senior-level client service experience in the group insurance or employee benefit industry.

Certificates, Licenses, Registration:

• Life and Health License preferred or able to obtain within 90 days of employment.

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. The base salary range for this position is $50,000 – $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.