Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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 other support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meeting and on calls and participate in special projects and trainings with the team that will assist in their learning and development.
Essential Duties and Responsibilities:
- May have direct contact with vendors for simple questions or requests
- Learns to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results
- Assists team in answering administrative questions from clients (i.e. ID cards, claim processing)
- Creates and maintain client files in accordance with office procedures.
- Learns to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services
- May assist team in scheduling meetings as their first client interaction
- Learns to prepare insurance company proposal requests and spreadsheeting results including benefits and rates
- Assists Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.
- Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
- Assists Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager
- Create and maintain client calendar, to ensure completion of pending items and future deliverables.
- Assists in research of questions regarding benefits and vendor/carrier products and services.
- Assists with problem resolution on claims, billing and eligibility issues with carriers
- Assist Account Managers in the gathering of form 5500 information
- Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
- Assist Account Managers, Specialists, and others in the office with administrative duties.
- 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 prepare for 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
Education and/or Experience:
- High School graduate or equivalent
- 0-2 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 per state law
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
