Now Hiring - Insurance Hybrid Account Manager in Atlanta, GA

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 at NFP:

The Account Manager will act as the primary point of contact for clients with corporate-sponsored executive benefit plans and related insurance products. The role assists the client with understanding issues, priorities and deliverables, troubleshooting and solving benefit plan related problems. In responding to requests from the client, it is the Financial Services Specialist responsibility to ensure that the appropriate internal teams are involved in the planning and solution. This position will offer exceptional service for large multi-national corporations and their executive participants and strive to create efficiencies for the client contacts.

Additional support provided to Managing Directors and Directors in areas including marketing, prospect outreach, plan design proposals, periodic communications, specific client follow-up, meeting coordination, meeting preparation, and meeting documentation, and contact management

Essential Duties and Responsibilities:

• Manage client relationships from initial purchase through termination of plan
• Develop and set reasonable expectations for this highly focused, sometimes demanding and results-oriented client
• Collaborate with client team to negotiate priorities and deliverables
• Clearly communicate service commitments to client
• Help identify ways to improve efficiency and service
• Ensure positive client experience
• Ensure documented procedures and contact information are accurate and up to date
• Accurately prepare and deliver client reporting within accepted timeframe
• Prepare additional ad hoc reporting as required by client
• Work with other Plan Managers, assisting when necessary
• Assist client with all aspects of their plan… including premiums, contributions, cash values, allocations, illustrations
• Process appropriate application, forms and death claims with carrier
• Process new account registration and internal client documentation
• Maintain accurate client record both electronically and hard copy where required
• Work with carriers to correct reporting errors
• Assist in preparation and proofing of other team member reports
• Assist in preparation of presentation and proofing of presentations
• Assist with RFP responses
• Travel, as required
• Other duties as assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Some background in large company benefit programs and an understanding of life, group, and disability insurance is necessary.

This position requires extraordinary client communication skills and particular attention to details, coupled with excellent analytical, spreadsheet and computer acumen. The ability to adapt to the expectations of multiple contacts is also key.

Education and/or Experience:

• Business Degree
• Client service experience
• Strong organizational, analytical, communication and problem-solving skills
• Building and maintaining successful relationships

Certificates, Licenses, Registrations:

• Life Insurance license and FINRA registration preferred

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
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Work Location: One location