(Hybrid) Benefits Coordinator

NFP Corp.

Location: Royal Oak, Michigan

Job Type: Full time

Posted


Who We Are:

We’re a six-time Best Places to Work award winner in Business Insurance for 2017-2022 who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and 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.

About the Role:

We're looking for a Coordinator to join our team who'll be responsible for supporting 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 NFP’s proprietary client management system, spreadsheets and client presentations and participate in special projects and trainings with the team that will assist in their learning and development.

This is a hybrid position with in-office flexibility 3 days a week.

Essential Duties and Responsibilities

  • May have direct contact with vendors for simple questions or requests.
  • Enter and maintains client data in NFP proprietary client management platform.
  • Learn to compile data for the Account Manager to use in proposals and insurance plan analyses.
  • Learn to compile financial data for the Analyst to use in marketing of plan benefits.
  • Create and maintain client files in accordance with office procedures.
  • Assist account teams in their preparation for client meetings. Will prepare electronic presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.
  • 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.
  • Create and maintain client calendar, to ensure completion of pending items and future deliverables.
  • Assist Account Managers, Specialists, and others in the office with administrative duties.
  • Attend seminars and classes related to the department and to prepare for L&H License.
  • Participate in training regarding carrier products and systems.
  • Performs other duties as assigned.

What We’re Looking For

  • 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 general computer and Microsoft Excel and PowerPoint skills.

Education and/or Experience

  • High School graduate or equivalent.
  • 0-2 years of directly related industry experience.

Certificates, Licenses, Registration

  • License is generally not required at this level but may be required per state law.

Who We Are:

We’re a six-time Best Places to Work award winner in Business Insurance for 2017-2022 who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and 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.

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.

You’ve got this!