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Vice President, Client Administration

Phoenix, Arizona
Full time
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Non-Qualified Retirement Plan Administrator
Do you enjoy utilizing your superior skills and knowledge to ensure smooth day-to-day
operations of a successful and continually growing Life Insurance & Consulting Services
Practice? Do you have a passion for details, strong organizational skills and a desire to
work collaboratively as a team?
The Hebets Company, a subsidiary of National Financial Partners (NFP) in Phoenix, AZ is
one of the nation’s largest nationally renowned Life Insurance and Executive
Compensation & Fringe Benefits firms. We are currently seeking a new team member to
be our Non-Qualified Plan Administration to execute and facilitate all client administrative
functions, as well as other administrative functions such as: reviewing plan documents,
preparing client statements, check processing, database entry and maintenance, processing
client requests, requesting inforce illustrations and preparing Economic Benefit Reporting.

This role will be responsible for tracking all Non-Qualified Plan Administration based
projects and to work in conjunction with the Advisor/Team to ensure all projects are
handled in a timely and cost effective manner. This position requires extensive knowledge
of life insurance, Non-Qualified Plans, excellent communication and writing skills,
proficiency with Microsoft Word and Excel (including formulas and charts). Being
proficient in modeling/life insurance carrier illustrations for all types of arrangements is
required. You will also need to have extensive skills in sophisticated executive
compensation plan design, be self-motivated and able to work with limited supervision.
Having great organizational skills and the ability to handle multiple tasks at one time is
essential. In addition, following up on all client service administration and attending staff
meetings to serve as liaison between Plan Administration and other departments of firm
for client service and project management functions.

Essential Functions:
? Input plans and new participants onto Web Based Platform
? Enter all incoming and outgoing monies into system
? Maintain the record keeping for non-qualified plan administration clients
? Maintain all of the plan documents and enrollment forms for clients
? Prepare quarterly and annual reports for plan administration employers and participants
? Process investment allocation requests as instructed by the Registered Representatives in
our firm
? Enroll new participants into Plans
? Run/request inforce ledgers for clients for life insurance policies
? Obtain Account and Surrender Value for Platform
? Provide Annual Statements and Prepare annual reviews as needed for Plans
? Communicate directly with clients to assist them with policy changes, ie. change of
owner or beneficiary, change of address, submit policy withdrawals, loans or surrenders
as instructed

? Communicate with insurance carriers to obtain information regarding client policies
? Assist in any other administrative duties as assigned
? Process requests for Allocation changes at Employer and Employee Level
? Follow up with clients/bills
? Request Inforce illustrations to prepare next year's billing
? FICA Reporting/Economic Benefit Reporting
? Send out deferral election forms
? Other duties and responsibilities as assigned by Management

Knowledge Base:
? Knowledge of insurance processing procedures
? Must understand SERPs, Phantom Stock, "Top-Hat", Defined Benefits Plans
? Knowledge of Non-Qualified and Qualified plans work
? Knowledge of Split Dollar Arrangements
? Computer and office equipment experience, Word Processing, Excel, Database Entry
? Excel Spreadsheet development
? Attention to detail and accuracy of work are imperative
? Must be dependable and flexible in changing priorities with the ability to handle multiple
Excellent interpersonal and communication skills (oral and written) Compose
correspondence (letters, memos, reports etc.) and proofread.
? Good communications skills with ability to speak to client and advisors clearly and
distinctly with emphasis on correct pronunciation
? Ability to apply commonsense, understanding and carry out detailed but uninvolved
written or oral instructions

Work Experience:
? 5+ years of experience in non-qualified executive benefit planning, estate planning and
personal and business insurance planning
? Ideally, the experience should be in both the design and administration of such plans
along with strong knowledge of life insurance

Please contact our office for further information regarding benefits if you are interested in this

For more information on the business, please visit
Salary will be based on experience