manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: . Summary of Role: This is a support role, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, and provide assistance with various tasks and processes relative to new and renewal bonds. Will participate in special
projects as assigned by management or senior-level staff (e. g. Account Managers or Account Executives) and training with the team that will assist in their learning and development.
Training and mentorship will be extended to those with a high interest in an insurance career. This is a full-time role working from our Charlotte, NC office daily. After training and with demonstrated fluency, there could be flexibility for a hybrid schedule. Essential Duties and Responsibilities: Creates and maintains client files in accordance with office procedures. Compiles data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals. Verifies
that documentation (policies and endorsements, ) and the information requested are accurate.
Performs bond renewals, and will progress to issuing bonds. Verifies the accuracy and compliance of requested documentation (policies and endorsements). Knowledge, Skills, and/or Abilities: Good written and verbal communication skills Confident in communicating with clients, staff and stakeholders Self-confident to make sound independent decisions Ability to successfully interact with a variety of people Team player, adaptive to mentoring and continual learning Possess good analytical and problem-solving skills Attention to detail, responsiveness, and organizational skills required May be required to work overtime as necessary Education and/or Experience: High School graduate or equivalent required Fluence with MS Office Suite with strong basic Excel skills 2+ years of high-level customer service experience.
Experience in a corporate setting, working with various stakeholders is preferred. Certificates, Licenses, Registration: P&C License is not required upon hire, but will be required within the first year (we will sponsor) 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 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. PDN-9aa58188-79c7-41ed-b4f8-85989e26423f
manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: . Summary of Role: This is a full time exempt position that will be responsible for data gathering and timely marketing of all cases assigned to analyst by process deadlines, accuracy of final cost analysis, review of recommendations with client managers by agreed upon deadlines, maintain carrier contacts in salesforce, and overall vendor relationships (including dissemination of product information).
Principal accountabilities: Essential Core Duties and Responsibilities Calendar maintenance of marketing and analysis process Vendor relationships Data gathering from clients and carriers needed for RFP completion Scrubbing census and eligibility data where necessary Negotiation with vendors and final feedback to incumbents Ensure spreadsheets are reviewed for accuracy against current and requested contracts Contract comparison analysis where applicable Familiarity with core carrier contracts, polices and differentiators Communication to Employee Benefits team on relevant product deliverables Vendor accountability for quote accuracy Intermediate excel skills a requirement Maintain server with
quotes/final quoted terms from vendors Maintain salesforce with accurate vendor contacts Assist and organize the onboarding process for all new business cases and new business lines on designated accounts Limited experience in self- funding medical plans necessary Effective negotiation skills with vendors Attendance at weekly Employee Benefits meetings, planning sessions and NFP-Sponsored events Desired Skills Exceptional written, oral, interpersonal communication skills Advanced MS Office skills, to include excel, word, power point Extremely high ability to learn software/technology quickly Ability to work both independently and within a team environment Proficiency in processing large amounts of information on an ongoing basis Exceptional attention to detail and time management skills Strong aptitude for organization and prioritization Desire to work in a fast-paced environment with flexibility in duties and responsibilities Desired Qualifications: Minimum 5 years of experience in Employee Benefits related Industry College graduate preferred Licensing/Certifications: Active Life and Health License preferred Working Conditions: Will work in a climate-controlled office environment.
Physical Demand: Ability to sit at a computer for a long period of time as well in office.
Duties require standing, walking, talking, sitting, and hearing. 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 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. PDN-9aa58184-b199-4ce3-b803-7aff9bd4c218
