Consultant​/Account Executive

Consultant/Account Executive - Employee Benefits

Apply for the Consultant/Account Executive - Employee Benefits role at NFP, an Aon company
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NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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. Learn more at

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The role requires the employee to act as a lead consultant and primary point of contact for clients, with indirect supervision of team members, review of work for accuracy, and delegation of projects to ensure timely and accurate client deliverables.

• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers
• Develop and maintain ongoing relationships with clients; act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services
• Maintain a project plan to ensure client deliverables are provided on time; delegate work to junior team members to ensure completion
• Use online carrier tools to develop quotations, prepare pre‑renewal information and update client proposal tables (small market); understand and articulate alternative funding strategies (large market)
• Build and maintain strong relationships with carriers, companies and clients
• Keep clients apprised of appropriate industry trends and events, including state and federal regulatory issues
• Maintain relationships with carrier representatives to better understand available products and services and recommend them to clients
• Anticipate client needs and identify strategies to solve them
• Review requests for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions; oversee implementations of new business
• Work with director to develop and execute client strategy plan and defined deliverables
• Oversee open enrollment process for clients; review employee presentations and communication materials
• Conduct and present annual client compliance audits
• Genuine understanding of client financial mechanics and projections
• Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)
• Review the work of the Account Managers on the team and provide informal mentorship
• Ensure all client data is entered into CRM System (Salesforce) in a timely manner

• Knowledge of benefits administration, Health Care Reform, industry trends, carrier products and services
• Ability to work independently and anticipate client and team needs
• Effective time management and decision‑making skills
• Diligent follow‑up skills; highly organized
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Excel and PowerPoint skills
• Commanding presentation and public speaking abilities
• Self‑Funding and Level Funding experience; ability to communicate the differences in funding options and guide clients through transitions

• BA/BS preferred
• Typically more than 8 years industry and product line experience
• 4+ years of health and welfare consulting experience required
• Certificates, Licenses, Registration:
  • Life, Accident and Health Insurance License required
  • GBA or CEBS certification a plus

We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $56,000 to $132,000. 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 is an inclusive Equal Employment Opportunity employer.

Seniority level:
Not Applicable

Employment type:

Full‑time

Job functions:

General Business, Other, and Business Development
Industries:
Insurance