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:

This is a full-time position, requiring the Account Executive to interact with clients and develop relationships in order to meet clients’ needs. The Account Executive will research, analyze, and evaluate medical, dental, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to provide strong support to the Sr. Director to whom they report, but may also be asked to take on the role of lead consultant for some clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

• Day-to-day client servicing including eligibility issues and specific client questions and needs.
• Implementing the Client Service Playbook with high attention to detail and company standards.
• Provide overall leadership on assigned accounts to ensure that client needs and expectations are met or exceeded.
• Develop and maintain ongoing relationships with clients and carrier representatives and the Account Management team.
• Act as the subject matter expert in terms of Health & Benefits and vendor/carrier products and services.
• Maintain current knowledge of wellness programs, trends, and offerings that are available to clients. Leverage opportunities to introduce wellness and engage the appropriate subject matter experts and vendors to assist.
• Anticipate client needs and identify the strategies to solve them.
• Prepare annual client renewals, plan marketing and renewal meeting presentations according to company standards.
• Collaborate with analysts, or work independently, to market and analyze insurance plans, negotiate with carriers and recommend renewal actions.
• Oversee implementations of new business.
• Prepare employee presentations and attend open enrollment meetings.
• Oversee the deliverables that are given to clients for quality, accuracy, and compliance with company standards.
• Review Benefit Plan Summaries and carrier source documents for accuracy.
• Keep clients aware of all industry trends and events, including all state and federal regulatory issues and updates. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, ARRA and Health Care Reform to clients; Keep clients aware of updates on all guidelines.
• Build and maintain corporate wellness programs by using healthcare carrier and third party vendors as resources.
• Ensure all client data is entered into CRM System (SalesForce) and that documents are stored in file system (OneBox) in a timely manner; Use the account management tools within SalesForce effectively.
• Maintain confidentiality and HIPAA compliance with all client information obtained in the course of work.
• Additional projects and duties as assigned.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Ability to work independently and in a team setting
• Ability to anticipate and meet client and team needs
• Excellent interpersonal skills demonstrated in communications with both external and internal clients
• Demonstration of project management and consulting skills
• Effective time management and decision making skills
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Word, Outlook, Excel and PowerPoint skills
• Strong Internet and cloud-based system abilities; ability to learn and adapt to new account management systems

SUPERVISORY RESPONSIBLITIES:

• None

EDUCATION AND/OR EXPERIENCE:

• Four Year college or university degree with course work in Human Resources Management, Business Administration, and Industrial Psychology, Economics or Healthcare related field preferable.
• 2 years of health and welfare consulting experience is preferable.

CERTIFICATES, LICENSES, REGISTRATION:

• Employees required to possess or obtain the Indiana Life and Health License within 4 months of employment.
• GBA or CEBS certification a plus.

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Ability to sit at a desk or computer for long periods of time, including heavy typing and telephone usage
• Ability to speak, listen, and stand or sit during presentations in the Evansville office or client offices frequently
• Must be able to lift and carry up to 10 pounds

WORKING CONDITIONS: Climate controlled open office environment. Travel to client offices and work locations 25% of the time, and more travel during periods of heavy activity, such as fall open enrollment season.

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.