Sr. Account Manager - Employee Benefits (Hybrid)

Who We Are

We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an 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 has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

Summary:  Our dynamic team in Scottsdale, AZ is seeking a Sr. Account Manager to join their team. In this pivotal role, you'll be the cornerstone in delivering exceptional service to our valued clients, engaging in diverse verbal, electronic, and written communications. From overseeing the renewal and marketing process to crafting compelling presentations, you'll orchestrate every detail with finesse. At this level, you will be the lead on open enrollment presentations, captivating audiences with your expertise and ensuring a smooth communication process throughout. Your proactive approach will nurture strong relationships with clients and carrier contacts, ensuring our services are delivered effectively and efficiently. Depending on the size of the group, certain Senior Account Managers may have the responsibility of overseeing their own portfolio of business.

Join us in this pivotal role and be empowered to make a lasting impact on our clients' success while advancing your career with NFP.

Essential Duties and Responsibilities:

• Proactively cultivates and nurtures relationships with both carriers and clients, ensuring a solid foundation for collaboration.
• Assumes a significant role in meetings and conference calls, leveraging expertise to drive meaningful discussions and decisions forward.
• Directly engages with clients and vendors, fostering clear and effective communication channels.
• Leads the comprehensive renewal and marketing process in close collaboration with Account Executives and Advisors, ensuring a seamless experience from inception to conclusion.
• Conducts thorough reviews of benefit plan summaries and carrier documents, demonstrating proficiency in navigating complex regulatory language and rules.
• May be entrusted with managing an assigned book of business, showcasing accountability and ownership.
• Serves as a mentor to junior team members, providing valuable guidance and training to support their professional growth.
• Cultivates and maintains strong relationships with clients and their employees, leveraging expertise to navigate various insurance coverages.
• Establishes rapport with carrier representatives to stay abreast of available products and services, offering informed recommendations to clients.
• Acts as the go-to resource for benefits and vendor/carrier products and services, seeking guidance from senior team members as needed for complex situations.
• Demonstrates anticipation of client needs and collaborates with Account Executives/Advisors to proactively address them.
• Reviews request for proposals, negotiates with carriers, and provides strategic recommendations for renewal actions.
• Collaborates with Account Executives or Advisors to craft client presentations, actively participating in client meetings.
• Ensures client resources and communications are up to date following open enrollment or coverage changes, maintaining accuracy and relevance.
• Prepares documents and data for annual client compliance audits, potentially taking an active role in presentations.
• Addresses client requests promptly, including challenges related to product or vendor service performance.
• Ensures timely filing and completion of the 5500 form, demonstrating attention to regulatory compliance.
• Provides clients with updates on relevant industry trends and regulatory issues, ensuring they are well-informed.
• Articulates alternative funding strategies and provides recommendations based on client needs and objectives.
• Offers proactive client service support in collaboration with the account management team, ensuring client satisfaction and retention.
• Oversees client projects such as new business implementations and open enrollment processes, ensuring smooth execution.
• Interprets plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions, mitigating risks of non-compliance.
• Provides informal leadership and training to junior team members, leveraging experien