Who We Are

We’re NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.nfp.com/

The Role:

This position allows the individual to interact with principals, producers and key staff within firms of a dynamic and growing organization. The ideal candidate will have recent experience working in the life insurance industry either as/or for a producer, independent distributor (BGA) or carrier.

Essential Duties and Responsibilities:

• Work with multiple producers and engage directly with clients and prospects to gather necessary information and medical history, assist with formal applications (e-Apps, automated, PDFs, paper) and other new business paperwork necessary for case submission.
• Assist with contracting paperwork as necessary
• Work collaboratively with agents and clients as needed, and with Life New Business and advocacy teams (account managers, contracting, case design/illustration and underwriting).
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
• Assist with ad hoc reporting as needed.

Knowledge, Skills and/or Abilities:

• Excellent proactive communication skills (via email, voice, Zoom, MS Teams, etc).
• Proficient in MS office.

• Problem solver with the skills to clearly articulate producer and client issues to appropriate parties. Demonstrated ability to take ownership over issues and follow through to satisfactory resolution.
• Must have good time-management skills and the ability to prioritize between projects and assignments.
• Must be able to solve problems in a time sensitive environment. Should be thorough in completion of all assignments.
• Current client facing experience a plus
• Ability to run basic illustrations a plus

• Attention to details
• Ability to travel up to 5%

Education and/or Experience:

• College degree or equivalent work experience
• 5 years or more in the life insurance industry or agency environment

Certificates, Licenses, Registration:

• None Required

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer

NFP is 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.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.