NFP, an Aon company

Sales

• Implement key account strategies and processes with all accounts
• Develop existing broker/account relationships and manage recruiting for new broker/accounts
• Regularly communicate the status of your accounts to the DBS team
• Continued development of industry, concept, carrier, and product knowledge
• Meet or exceed acquired and assigned account production goals

Regional Sales Director, Pacific Northwest – Life Insurance & Related Products

• Implement key account strategies and processes with all accounts
• Develop existing broker/account relationships and manage recruiting for new broker/accounts
• Regularly communicate the status of your accounts to the DBS team
• Continued development of industry, concept, carrier, and product knowledge
• Contribute to the overall success and profitability of the agency

Regional Sales Director – West Coast, California – Life Insurance and Related Products

• Provide direction on production goals, account status, trends, and marketing initiatives
• Drive growth in an established, high-performing territory covering the Mid Atlantic
• Develop existing broker/account relationships and manage recruiting for new broker/accounts
• Communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues
• Continued development of industry, concept, carrier, and product knowledge

Regional Sales Director – Mid Atlantic, Life Insurance & Related Products

Pharmacist

• Serve as a valued member of Valued Pharmacy Services (VPS)
• Support the pharmacy benefit consulting team through all phases of the business
• Provide clinical assessments of assigned clients plan performance, identifying plan utilization trends or concerns
• Provide comprehensive clinical recommendations for the plan to help reduce plan cost while optimizing member health outcomes
• Coordinate VPS services to assigned clients
• Represent the clients’ interests with the providers
• Serve as the clients’ liaison to providers and other internal and external partners
• Provide client consultation regarding clinical opportunities, emerging trends, and best practices
• Assist in the education of the internal staff to advance VPS’ efforts to increase value by providing innovative cost-effective solutions
• Prepare reports deemed necessary by the leadership and/or broker.
• Keep all information on accounts accurate and up to date in the Zoho CRM software or any other client management software that is introduced in the future
• Meet or exceed departmental goals established by leadership.
• Keep industry skills and knowledge current by participating in seminars and classes for continuing education
• Conduct special projects at the request of the leadership.
• Perform related and/or other duties as assigned.

Clinical Pharmacy Benefit Consultant

Insurance

• Proactively coordinate and manage broking around the renewal cycle
• Define success and direct broking activity to achieve optimal outcomes
• Demonstrate exceptional negotiation skills
• Execute client/prospect placements and collaborate with account management team

AVP, Commercial Insurance Broker

Vice President

• partner with the lead advisor to deliver comprehensive wealth management solutions through technical sales, analytics, and client service, including investment sales for prospective clients.
• manage and deepen ongoing client relationships through proactive communication and high-touch service
• participate in client meetings, portfolio reviews, and financial planning discussions
• articulate an in-depth understanding of Lenox’s asset management capabilities to prospective clients during the initial stages of the discovery.
• manage and deepen client relationships while coordinating with vendors and third-party managers to oversee and optimize investment portfolios.
• serve as a liaison between the RM, the client, and selected vendors/third party money to effectively oversee each client’s investment picture.
• establish and maintain strong relationships with our vendors and third party money managers.
• work proficiently in our MOSAIC CRM to ensure compliance with documenting client meetings, annual CRIA reviews and client service resolutions.
• manage the workflow and client experience to ensure the quality, accuracy and timeliness for new account openings as well as ongoing service.
• support business development efforts, including prospecting, referrals, and team growth initiatives.
• gradually assume greater responsibility for sophisticated financial planning, including retirement, tax-aware strategies, and estate planning coordination
• learn and integrate insurance and risk management solutions into holistic client plans

VP, Wealth Advisor

Account Manager

• The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts.
• Support the account management team in day-to-day account management for a specific set of clients.
• Manage the renewal and marketing process from start to finish.
• Prepare materials for presentations and communications.
• Develop and maintain relationships with clients and carrier contacts.
• Manage your own book of business.

Personal Lines/Flood Specialty Account Manager

Administration

• Provide direction to plan sponsors on designing and maintaining qualified plans
• Serve as a technical resource for research and plan analysis projects
• Perform retirement plan administration and consulting for a block of clients A-Z
• Review and approve participant distribution and loan requests
• Reconcile trust assets and contributions
• Assist clients and participants with recordkeeping portals
• Perform compliance testing and calculations for employer contributions
• Ensure clients adhere to government filing and regulatory requirements

Senior Plan Administrator

Controller

• Manage day to day Finance function
• Develop annual & multi-year financial plan
• Manage monthly GAAP book closes
• Deliver monthly financial analysis
• Manage financial systems (NetSuite)
• Oversee annual external audit procedures
• Standardize monthly control processes
• Maintain standard operating procedures (SOPs)

Account Executive

• Build and maintain strong relationships with carriers, and clients through regular contact and client visits
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers
• Work with the Claims Department on relevant claims for assigned clients
• Maintain a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
• May direct the daily job activities of the Coordinators and Account Managers

Affluent Personal Lines Account Executive – N.East

• Interact with clients on a day-to-day basis while developing relationships
• Prepare applications, specifications and marketing strategy
• Act as lead consultant and primary point of contact for clients
• Work on large, complex accounts with significant premiums

Senior Account Executive, Affluent Personal Lines

• Provide client advisory and consultative services for health and welfare plans and services
• Assist with business development for self-funded and fully funded opportunities
• Conduct quarterly analysis for existing large clients
• Liaise with vendors for service, billing, and eligibility issues
• Maintain outstanding checklists and renewal timelines for assigned clients

Account Executive – Employee Benefits

• Responsible for servicing client accounts and managing the renewal and marketing process
• Develop relationships with clients and carrier contacts, provide proactive service
• Prepare materials for presentations and communications in collaboration with senior team members
• Communicate directly with clients and carriers, maintaining accurate documentation

Commercial Insurance Account Manager

• Interacts with clients on a day-to-day basis
• Develops and maintains relationships with clients and carrier representatives
• Prepares applications, specifications, and marketing strategy for new business
• Negotiates terms, conditions, coverage limits, and pricing with carriers
• Prepares client proposals from carrier quotes
• Builds and maintains strong relationships with carriers and clients

Commercial Insurance Account Executive

• Assist the Account Team in the management of the existing BOB with emphasis in full retention responsibility.
• Provide quality service to clients and cross-sell/account-round within the existing book of business.
• Manage and control relationships with clients in collaboration with Producers and/or Account Executives.
• Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up.
• Educate clients about coverage, exclusions and exposures and document electronic files accordingly.
• Provide/produce binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time.
• Market, negotiate, prepare and analyze alternative renewal options.