(Hybrid) Retirement Coordinator

NFP Corp.

Location: Aliso Viejo, California

Job Type: Full time

Posted


Who We Are

We’re a six-time Best Places to Work award winner in Business Insurance 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 has 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.

NFP is looking for a Retirement Coordinator to join our Retirement team.

This position will be responsible for coordinating, supporting, and executing operational activities across a variety of channels. This individual must demonstrate a high standard of professionalism, accuracy, and efficiency.

Primary Responsibilities

  • Prepare meeting materials and client deliverables
  • Utilizes software for report creation
  • Sets and confirms consultant’s appointments
  • Coordinates with service providers to obtain necessary information
  • Answer and refers phone inquiries
  • Manages/updates databases

Knowledge, Skills, Abilities Required

  • Excellent written and oral communication
  • Strong organizational skills with ability to multi-task
  • Accurate typing skills
  • Capacity to respond appropriately to clients and escalate issues to management if necessary
  • Ability to apply problem-solving skills to complete tasks
  • Must work well in team environment with a positive attitude

Preferred Experience

  • Strong working knowledge of Microsoft Office products and/or other computer software systems

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.

The base salary range for this position in California is $45,000 – $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.

You’ve got this!