Account Executive- Voluntary Benefits at NFP in Albany, NY

Who We Are:

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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. To learn more, please visit: https://www.NFP.com.

Summary: Responsible for account management and day-to-day interaction with corporate clients: maintaining assigned accounts, acquiring needed materials for enrollments, providing client service and building customer relationships throughout the year. Can participate in census and upload work required for enrollment implementations - emphasis on excel work to analyze census data, research eligibility, perform benefit calculations, and prep information for upload and/or distribution to enrollment teams. Also works with carriers to provide necessary data, confirm data accuracy and ensure their materials and website are ready for enrollment activity.

Job Accountabilities:

Acts as the main contact for corporate clients during and after the enrollment process

Works with corporate clients to secure the data and information necessary to prepare for enrollments.

Oversees enrollment implementation activities to ensure all census work, uploads and enrollment communications are completed on a timely basis.

Handles ongoing client service and case administration issues including new hires, terminations, list billing issues, responding to miscellaneous questions and inquiries, etc.

Initiates the annual re-enrollment process, coordinating timing with the corporate client and the ML salesperson on the account.

Builds client relationships throughout the year with follow up calls, meetings and lunches.

Census work and uploads as needed

Can assist in analyzing and preparing census data for enrollments including eligibility analysis, benefit analysis, alerts, RM assignments, and licensing/splits analysis.

Works with carriers on all phases of enrollment implementations: supplies carriers with required census data, confirms accuracy of eligible population and benefit calculations, and coordinates and QCs enrollment material deliverables from carrier (ie one pagers and apps).

Prepares census data for upload into MOSAIC.

Creates point of sale materials for each enrollment (i.e. Szostak charts).

Provides support to RMs & assistants as needed via our weekly team meetings and on case-related issues throughout enrollments.

Works on special tasks and/or projects as assigned and contributes ideas for improvements in departmental processes, procedures and workflow efficiency.

Job Competencies:

Knowledge of the DI, LTC and GVUL products, features and benefit calculations

Requires Microsoft Excel knowledge and skills to perform the necessary census analysis and calculation work

MOSAIC, Microsoft Outlook and Word

Knowledge of product administration

Multi-life implementation and enrollment process

Multi-life case design, underwriting and offer process

Required Skills/Abilities:

Effective communicator with peers, management and vendors

Develops and maintains positive working relationships, at all levels internal and external

Demonstrates subject matter expertise

Uses technology appropriately

Understands and provides excellent client service

Listens, anticipates, understands and responds to client needs.

Effective leadership and people skills

Well-planned, organized and good time management skills

Able to prioritize

Identifies and anticipates problems, develops and executes solutions

Effective teacher

Extremely detail-oriented

Recognizes and learns from mistakes

Required Behaviors/Attitudes:

Extremely customer service oriented

Detailed and thorough

Analytical

Ethical, dependable, authentic and trustworthy

Accepts personal accountability

Team player

Decision Maker

Dependable, adheres to company procedures, processes and guidelines

Educator

Has a positive, “can do”, “do whatever it takes” attitude

Self-manager and self-motivator

Has a desire to continually learn, self-educate and acquire new skills

Open to feedback

Education/Experience/License Requirements:

College Degree

Client facing interaction, ideally benefits experience

Life and Health licensed

What We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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. The base salary range for this position is $65,000 – $110,000. 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!

NFP is an inclusive Equal Employment Opportunity employer.