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 of the Role: 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
- Assist Account Executive and or Sr. Account Executive 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 Executive and or Sr. Account Executive
- Assist Account Executive and or Sr. Account Executive in preparing insurance company proposal requests and spreadsheeting proposals
- Assist Team in their preparation for client meetings by reviewing presentations for grammar, verification of rates and benefits and ensuring formatting is appropriate
- Complete and process group applications and Broker of Record letters, as directed by the Account Executive and or Sr. Account Executive
- Assists in research of questions regarding benefits and vendor/carrier products and services
- Enrollment fulfillment during renewal and new business onboarding process
- Assists team with client projects such as implementation of new business, marketing, educational newsletters 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 Executive and or Sr. Account Executive
- Attend seminars and classes related to the department
- 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
- Salesforce and SmartSheet
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 not required, optional
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. The base salary range for this position is $40,000 – $55,000. 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.
