NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organisation 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.
About the role
We are recruiting for an Employee Benefits Account Manager to look after a portfolio of clients, providing administrative support and taking ownership of all areas of client service delivery, working in partnership with the relevant Consultant to provide outstanding customer service.
Overview of duties
- Gathering information – liaise with product providers, human resources, other third parties as well as conducting client research consisting of in-depth analysis of many different types of financial contracts
- Client servicing – respond promptly to client enquiries, in line with agreed levels of service, regarding their existing arrangements, renewals and any changes in circumstances, including scheduling of renewals and re-enrolment dates
- Implementing new clients – supporting Consultants to onboard new clients ensuring the benefit package meets the client's needs and all reports / market analysis / account manager process guides / summary of benefits are produced within agreed timeframes
- Teamworking – work in conjunction with the relevant Consultant to ensure that client expectations are exceeded in terms of the service levels and information provided
- Account development/new business generation – generate market intelligence and key information regarding potential new opportunities to develop clients and increase the NFP portfolio ensuring this information is promptly recorded and passed onto the relevant person
- Updating system – keep the back-office system up to date with client information and provider contacts to ensure that high levels of customer service are delivered. Ensuring that all commission/fee expectation information is recorded correctly and in line with the NFP minimum standards
- Attending client meetings/conference calls both with consultants and individually as appropriate
- Client reviews – producing detailed policy summaries, recommendation reports and portfolio valuations for client review meetings ensuring appropriate sign off has been obtained and clients receive the most up to date and relevant information and guidance
- Technical expertise – ensure knowledge is refreshed and up to date concerning products, liaising with Head of Risk as well as Providers
Person specification
Knowledge, skills and abilities:
- Display a positive attitude and behaviours, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements and expectations
- Able to express themselves clearly and positively, both verbally and in written communication
- Excellent organiser – including time management and prioritisation
Education and experience:
- BA or BS degree preferred or equivalent experience
What you’ll love about us
We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office.
We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development.
Attractions NFP
- We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working.
- Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how.
- We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets.
- We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work.
- Our inclusion and belonging initiatives and charity work form a large part of this. NFP has an Executive Board member as well as Board made up of individuals from across our entire business dedicated to inclusion and belonging.
