Note: The job is a remote job and is open to candidates in USA. Wealthspire, part of NFP, is a recognized leader in Business Insurance and is seeking an Account Manager to act as a liaison between their clients and the company. The role focuses on retaining existing clients by building strong relationships and managing various account-related responsibilities.

Responsibilities

• Answering product and service questions in a timely and efficient manner. Respond promptly to telephone and email inquiries from clients about their accounts. Follow up on pending issues. May also act as liaison between client and carrier on escalated service issues and problems
• Assist Sales Executives with research and preparation for client presentations by evaluating current product results, identifying fill needs, monitoring competitive options, and analyzing and relaying customer experience. Prepare a recommended list of benefits and carriers to shop for coverage. Coordinate renewals with Producer and/or management and BA. Assistance with RFPs, and carrier recommendations. Prepare client spreadsheets and presentations
• Client presentations including plan renewals, premium quotes and coordination of annual enrollments per company policy. At times, you may negotiate premiums with carriers
• Delegate items when appropriate to the internal sales and marketing team to ensure all client deliverables are met timely
• Maintain accurate records. Handle highly confidential and sensitive information
• Develop and maintain a comprehensive understanding of a variety of document requirements such as applicable reports, spreadsheets, group applications etc. as well as current knowledge of related industry laws and regulations. Follow applicable processes and procedures to meet expectations and turnaround times. Perform other duties and special projects as assigned
• Overall case management, coordination, tracking and issue resolution working with various internal organizations and the client. Includes benefits administration and service coordination for client satisfaction
• Perform other duties and special projects as assigned

Skills

• High School Diploma required
• Life & Health License (or must be obtained within 6 months of hire)
• At least 3 years of related experience
• Knowledge of employee benefits programs and procedures
• Proficient oral and written communications skills (ability to read and write, follow written and verbal instructions, and communicate effectively in English)
• Strong analytical, critical thinking and problem-solving skills. Ability to read and interpret data, learn and apply new information and/or skills
• Good interpersonal skills. This includes being polished, courteous, professional, and patient
• Good organizational and time management skills (able to manage multiple tasks concurrently, adapt to changing priorities, and meet deadlines)
• Detail oriented
• Good judgment
• Strong computer skills including Microsoft Office Suite (Word, Excel)

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives

Company Overview