Benefit Analyst at NFP in Indianapolis, IN

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.

Purpose: I assist the Analytics team in their day-to-day duties as it relates to servicing the internal team and external client. I am an internal resource for various activities and assist with the production of client presentations, carrier negotiations, and communication as an extension of the Sr. Financial Analyst, Benefits. I contribute to the team by providing input and contribution to tasks and projects. I report to the Director of Analytics.

Responsibility:

Assist the Sr. Financial Analyst, Benefits with developing and creating presentations of reporting and plan details to customers during mid-year and renewal meetings, as well as ad-hoc needs throughout the year
Being familiar with multiple client benefit plans and carrier reporting sites
Understanding laws and regulations that govern plans
Managing requests for proposal process from delivery to carriers to final presentation for customer
Evaluating carrier requests, benefit plan reviews, and presentation materials
Ensuring proper pricing and commission levels are met based upon the guidance of the Advisor(s) and Account Executive(s)
Collecting and analyzing health care data for reporting needs
Completing special client projects involving data analysis, including surveys, insured and self-funded pools, and other similar arrangements
Providing ongoing communication to the Analytics team to ensure efficient workflow
Participating in internal team meetings; sharing knowledge and experience with teams to aid in the growth and development of teammates and FirstPerson
Ownership, in part with the team, for the client analytics workbook and completing an annual review on the evaluation and development of customer presentations
Participating in projects and discussions related to the Advisory, Analytics, and Client Operations services
Ensuring benefit plans are updated and accurate in the Agency System
Preparing and delivering upon client project timelines
Technical problem solving; Preparing/building reports which require analysis and testing before communication and adoption
Updating agency systems, incumbent checklist, Salesforce group client information, contacts, and reports
Printing/binding customer presentations which includes ad-hoc printing requests
Maintaining inventory of binder supplies

Skills and Abilities:

Developing strong working relationships
Being meticulous with detail and accuracy in deliverables
Understanding technical products, working with vendors, and building relationships with partners
Organizing, designing, and maintaining systems and processes that support projects and teams
Being a team builder and a team player
Communicating and presenting (both verbally and in writing)
Meeting deadlines and providing direction to teammates to complete projects on varied activities at one time
Adapting to and remaining flexible in a fast-paced and changing environment
Responding in a calm and effective manner to a variety of demands, projects, and personality types
Preparing, disclosing, and handling confidential and sensitive information
Socializing in a professional manner while representing the company respectably
Organizing and maintaining accurate record and filing systems
Demonstrating commitment, dedication, and self-motivation
Being open to travel, keeping a flexible schedule, and maintaining a good driving record
Taking initiative and developing formalized processes
Operating Microsoft Office applications with an emphasis in Excel

Education and Experience:

Bachelor’s degree in business management, finance, or a related major (required)
Zero to three years of related experience within a professional services company or related field (preferred)
Account management or project/team leadership experience (preferred)
Health and Life Producer license (preferred)

Physical and Mental Performance:

Performing work with attention to detail in a fast-paced office environment
Interacting with others in person, via phone, and through email
Speaking and listening well
Utilizing technology, (i.e., computer, printer, business software, and phone)
Being sensitive to FirstPerson’s needs, employee goodwill, and public image
Occasionally reaching, pushing, and lifting (up to 10 pounds)
Sitting for long periods of time

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.