Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth 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: https://www.NFP.com.

Summary of Role:

The Analyst will manage the renewal and marketing process, prepare presentations and communication materials, assist team members with day-to-day client servicing and provide general support to more senior team members. While in this role, the Analyst should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities:

• Manage the Renewal/Marketing Process including but limited to:
  • Gather vendor information and/or information from clients for marketing purposes
  • Organize data into NFP format
  • Prepare RFP (request for proposal) and send to carriers
• Ensure all client data is entered into CRM System (SalesForce) in a timely manner and that documents are stored appropriately in file system (Image/Right, OneBox)
• Help coordinate the implementation of new plans and/or the continuation of current plans and contract changes.
• Client servicing including financial reporting and financial related client questions and needs
• Prepare financial reports to be used in monthly and quarterly reviews.
• Reports include claims, premium, membership, high claimants and network utilization
• Preparation and yearly maintenance of client communications such as Employee Benefits Guides and other open enrollment materials as needed; Review benefit plan summaries and carrier source documents for accuracy.
• Annual Employee Contribution Analysis for clients, including but not limited to defined contributions, per dependent cost structure, and wellness credits, as directed by the Account Management team and client needs
• Assist Account Teams in day-to-day client servicing by fielding specific client questions and needs.