Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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: This is a support role, assisting the account teams with basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Senior Coordinator will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process, and continue to expand upon their industry knowledge through special projects as directed by senior team members.

Essential Duties and Responsibilities:

Gains exposure to clients and carrier contacts; attends meetings and calls, does not take active role
Assist Account Manager in preparing insurance company proposal requests and spreadsheeting results, benefits and rates.
Reviews client documents and summary of benefits and coverage for accuracy under the direction of more senior team members
Creates and maintain client files in accordance with office procedures.
Answers administrative questions from clients and/or insurance company personnel such as ID card request, claims or billing questions
May have direct contact with vendors or clients for clerical and administrative assistance.
May have direct contact with clients for open enrollments administration, as a support to the Account Manager.
Assist Account Manager in preparing insurance company proposal requests and spreadsheeting proposals.
Assist Account Teams in their preparation for client meetings by reviewing presentations for grammar, verification of rates and benefits and ensuring formatting is appropriate.
Coordinate client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
Complete and process group applications and Broker of Record letters, as directed by the Account Manager
Create and maintain client calendar, remind more senior team members of important dates to ensure completion of pending items and future deliverables.
Assists in research of questions regarding benefits and vendor/carrier products and services.
Enrollment fulfillment during renewal and new business onboarding process
Assist Account Managers in the gathering of form 5500 information, maintain 5500 calendar and tracker, reach out to carriers when needed
Assists Account Managers with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
Assists with problem resolution on claims, billing and eligibility issues with carriers
Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager
Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials.
Attend seminars and classes related to the department and to maintain L&H License.
Participate in training regarding carrier products and systems

Knowledge, Skills, and/or Abilities:

Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Ability to work independently and anticipate client and team needs
Effective time management and decision making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public speaking abilities

Education and/or Experience:

High School or equivalent
More than 2 years related experience and/or training or equivalent combination of education and experience.Certificates, Licenses, Registration:

License is generally not required at this level but may be required by state law

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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 $43,000– $70,000. 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.

NFP Corp

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