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.
Financial Architects Partners is a highly specialized life insurance firm focusing on generational wealth preservation for super affluent clients and their families. We manage the entire process of analyzing, acquiring, and servicing top tier life insurance portfolios for our clients as well as offer our assistance with sophisticated estate and insurance planning techniques. The Client Services department’s main responsibilities revolve around portfolio management, in force analysis, and maintaining relationships. Our dedication to ongoing administration and our commitment to excellence continue to distinguish our firm from others in the marketplace.
The Client Services Coordinator responsibilities include, but are not limited to:
- Preparing annual portfolio reviews to provide clients with detailed performance reviews
- Premium invoicing and follow-ups
- Preparing periodic reporting and calculations
- Providing clients with ad-hoc services and portfolio management
- Achieving knowledge of the carriers’ proprietary illustration systems and products
- Analyzing funding options, replacement opportunities, and portfolio strategies
- Working closely with FAP producers, upper management, and internal departments
- Creating customized deliverable client presentation materials
- Developing and maintaining strong relationships with numerous insurance carriers
- Communicating with our clients’ advisory team and FAP producers
- Ability to learn and implement new department processes
- Manage department workflow and keep the team on track with scheduled deliverables
- Join client meetings with producers and anticipate follow-up items for portfolio/family needs
Necessary skills include:
- Bachelor’s Degree
- Proficiency in Microsoft office, especially Microsoft Excel
- Ability to work in a team, as well as the ability to work independently
- Ability to perform well under pressure
- Strong attention to detail
- Assertive and positive attitude
- Flexibility and ability to organize, prioritize and manage multiple tasks
- Effective verbal and written communication skills
- Willingness and ability to contribute to inter-departmental projects
- Motivated for personal and professional growth
- SalesForce experience is a plus
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 $67,000 – $87,000. 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.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's Degree
- Proficiency in Microsoft Office
- Ability to work in a team
- Ability to perform well under pressure
- Strong attention to detail
- Effective verbal and written communication skills
- SalesForce experience
What We Do
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
