Benefit Associate Account Manager at NFP, an Aon company in US-MI-Royal Oak

Job description

• Summary: This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls and participate in special projects and training with the team that will assist in their learning and development.

Responsibilities

• · Assist team in answering administrative questions from clients (i.e. ID cards, claim processing, membership, general benefit information).
• · Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
• · Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager.
• · May assist team in scheduling meetings as their first client interaction.
• · Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results.
• · Assist in research of questions regarding benefits and vendor/carrier products and services.
• · Create and maintain a client calendar, to ensure completion of pending items and future deliverables.
• · Create and maintain client files in accordance with office procedures.
• · Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
• · Assist Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.
• · Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services.
• · Assist with problem resolution on claims, billing and eligibility issues with carriers.
• · Assist Account Managers, Consultants, and others in the office with administrative duties.
• · Attend seminars and classes related to the department and prepare for L&H License.
• · Participate in training regarding carrier products and systems

Requirements

• · Ability to work independently and anticipate client and team needs
• · Effective time management and decision-making skills
• · Diligent follow up skills
• · Ability to express ideas clearly in both written and oral communications
• · Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
• · High School graduate or equivalent.
• · Preferably a bachelor's degree.

Skills

Required

• Diligent follow up skills

Benefits

• 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, ultimately, we exist to be there for others. The base salary range for this position is $40,000 – $55,000. 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!