NFP, an Aon company

Individual Health and Medicare Account Manager

NFP, an Aon company

full-time

Posted on:

Location Type: Hybrid

Location: Prescott • Arizona • United States

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Salary

💰 $50,000 - $70,000 per year

About the role

  • Proactively works to develop relationships with carriers and client contacts; may take active role in meetings
  • Prepare and send the proposals to clients from multiple software programs
  • Takes the lead with clients and carriers to sale and service policies including their status and verification
  • Creates and maintains client files in accordance with office procedures
  • May be responsible for keeping client policy records in the agency management system
  • First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
  • Works independently with a significant amount of discretion to effectively and efficiently deliver services to clients
  • Managing own clients and supporting the Account Management Team as assigned

Requirements

  • Must maintain a current Health and Life Insurance License
  • Must certify and recertify with the ACA markets (Fed or State) as well as with the individual carriers and Medicare (AHIP)
  • Highly organized with excellent verbal and written communication skills
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
  • Ability to handle situations in a calm, courteous and professional manner
  • Customer focused to establish and maintain effective relationships
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook as well as Windows
  • Ability to read, analyze and reconcile financial reports
  • Possess strong analytical and problem-solving skills
  • Strong attention to detail, decision making skills, and problem resolution
  • Flexibility and adaptability to changing priorities, deadlines and technology and products
  • More than 2 years’ client service and/or industry and product line experience
Benefits
  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client servicepolicy managementfinancial report analysisproblem resolutionproposal preparationrecord keepingbilling inquiries
Soft Skills
verbal communicationwritten communicationorganizational skillsindependent decision makinginterpersonal skillscustomer focusattention to detailflexibilityadaptability
Certifications
Health and Life Insurance LicenseACA certificationMedicare certification (AHIP)