Account Executive
Location: US, IL, Northbrook
Employment type: Full-time
Required experience: Associate
Required education: Bachelor's Degree
Industry: Insurance
Function: Consulting
Company profile: NFP is a leader in the delivery of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. Our leading, independent broker/dealer offers a wide range of choices from some of the nation’s top investment companies. NFP operates and reports in three segments that provide diverse products and services to corporate and high net worth individual clients: the Corporate Client Group, the Individual Client Group and the Advisor Services Group.*Our advisors partner with clients to help provide them with comprehensive solutions, backed by NFP’s open architecture approach, national scale and resources. NFP is focused on optimizing cross-selling opportunities and building recurring revenue, and diversification, ensuring the company is well-positioned for long-term growth.*NFP Advisor Services Group is a business segment of National Financial Partners Corp. (NFP) that includes NFP subsidiaries NFP Securities, Inc., member FINRA/SIPC, and NFP IndeSuite, Inc.
Description: NFP is the 9th largest global provider of benefits brokerage and consulting services. With over 100 offices across the US and Canada, NFP partners with its clients to retain top talent and prosper over the long term.Something special is happening at NFP - can you help us take it to the next level? Our expanding product and service offerings in the Midwest has created more opportunities on our account management team in Chicago and Northbrook, IL. With industry knowledge and an entrepreneurial spirit in your toolbox, you will have an opportunity to drive your own business and career in workplace health and wellness. If you have a passion for helping businesses improve their organizational culture, and proven experience in cultivating strong relationships with c-level executives, we want to meet you. ESSENTIAL DUTIES AND RESPONSIBILITIES:To satisfy the needs of our growing business, we are looking for a high energy, detail-oriented individual with at least 5 years’ account management experience at a benefits brokerage or consulting firm. This is a full-time position, working with the Directors and Analyst to service client accounts and build strong relationships with the clients, vendors and other internal and external resources. The position requires day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.The Account Executive will:•          Lead the team on accounts that he or she brings in or is assigned.•          Develop and maintain ongoing relationships with clients, team members, and vendor partners.•          Cultivate new relationships with businesses that lead to additional revenue opportunities.•          Prepare for and participate in on-site client meetings during all phases of the relationship, (e.g., prospect marketing, open enrollment, and benefit committee meetings).•          Attend to client requests, including product or vendor service or performance challenges.•          Create monthly/quarterly and annual reports for client review as needed.•          Participate in creating and updating benefits-related guides, educational resources and cost analysis for clients.•          Provide data and management support for annual benchmarking surveys.•          Prepare and conduct RFP’s for vendor products and services to ensure best-in-class offerings for clients.•          Create and distribute monthly/quarterly newsletters and other briefings.•          Engage in creation of client corporate wellness programs and offerings.•          Other duties as assigned. 
Requirements: KNOWLEDGE, SKILLS, AND/OR ABILITIES:•          Solid understanding of the factors and issues that drive employee benefits, including workplace culture, legal requirements, and financial/accounting aspects.•          Strong organizational skills, with the ability to handle multiple tasks in a fast-paced environment.•          Strong computer and mobile device skills, including proficiency with Microsoft Office andSalesForce applications.•          Customer service oriented.•          Strong problem-solving ability.•          Ability to cultivate and maintain strong business relationships with prospects, clients, vendors, and colleagues.•          Strong mathematical and analytical skills.•          Excellent communication and presentation skills (verbal and written).•          Ability to initiate and follow through with independent projects.•          Proven client management expertise.•          Ability to manage multiple tasks in same time frame.•          Ability to manage frequent and rapidly changing dynamics without significant business interruption.REQUIRED EDUCATION AND/OR EXPERIENCE:•          Bachelor’s degree with course work in Human Resources Management, BusinessAdministration, Industrial Psychology or healthcare related field, or equivalent experience.•          5 years’ account management experience with a benefits brokerage or benefits consulting firm.•          Knowledge of benefits administration, industry trends and regulations, carrier products andservices.•          Experience with fully insured and self-funded medical benefits programs.•          Experience conducting/reviewing group health insurance RFPs for corporate clients. CERTIFICATES, LICENSES, REGISTRATION:•          Valid driver’s license is required.•          Appropriately licensed or ability to obtain licensing if required.•          CEBS certification a plus.•          HIPAA certification a plus. OTHER REQUIREMENTS:•          Must have a reliable transportation vehicle.•          Up to 25% travel to meetings in the greater Chicago area, with occasional travel to other US locations.
Benefits: Come be a part of this exciting time in our company. NFP offers a comprehensive benefits package to all our full-time employees, including medical, prescription, dental and vision insurance, health care flexible spending accounts and health savings accounts. We also offer life insurance, short- and long- term disability, a 401(k) plan, paid time off, and many other benefits.
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