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 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:
- Engages in direct contact with carriers, vendors, and partners 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, membership, general benefit information)
- 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
- 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.
- Assists 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
- May 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
- Assists Account Managers in the gathering of form 5500 information
- Creates and maintains files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
- Assists Account Managers, Consultants, and others in the office with administrative duties.
- Attends seminars and classes related to the department and to prepare for L&H License.
- Participates 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:
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 $50,000. 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.
