Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 support role assists account management teams with administrative tasks and daily client service. The Senior Benefit Coordinator inputs data into spreadsheets and presentations, takes meeting notes, participates in projects and training, helps with onboarding new staff, supports junior coordinators, and aids in developing best practices.
Essential Duties and Responsibilities:
- Client Support and Communication:
- Assist team in answering administrative questions from clients (i.e. ID cards, claim processing, membership, general benefit information).
- Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
- Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager.
- May assist team in scheduling meetings as their first client interaction.
- Data Compilation and Analysis:
- Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results.
- Assist in research of questions regarding benefits and vendor/carrier products and services.
- Create and maintain a client calendar, to ensure completion of pending items and future deliverables.
- Document and File Management:
- Create and maintain client files in accordance with office procedures.
- Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
- Assist 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.
- Policy Review and Problem Resolution:
- Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services.
- Assist with problem resolution on claims, billing and eligibility issues with carriers.
- Administrative Support and Learning:
- Assist Account Managers, Consultants, and others in the office with administrative duties.
- Attend seminars and classes related to the department and prepare for Life and Health insurance license.
- Assist with training plans for new staff, serve as a resource for junior Coordinators, and contribute to the development of best practices.
- Participate in training regarding carrier products and systems
Knowledge, Skills, and/or Abilities:
- 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
- Advanced knowledge in Excel and PowerPoint
Education and/or Experience:
- High School graduate or equivalent.
- Preferably a bachelor's degree.
- Minimum 6 months of experience in corporate benefits.
Certificates, Licenses, Registration: License is generally not required at this level.
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 $45,000 to $56,000. 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.
Top Skills
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
