Who We Are

NFP, an Aon company, is a multiple 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 are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com

Summary of Role:

As a Coordinator you will provide administrative and project management support to producers, SME’s, servicing advisors and management in the Insurance, Retirement and Wealth Management groups. General knowledge of life insurance, retirement plans and mutual funds requested. Must be proficient in Excel, Word, and Adobe Acrobat. Due to fiduciary nature of the retirement advisory industry, individual must have valid driver’s license and a clean background check. If candidate currently holds securities license(s) must have a clean BrokerCheck report.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Life Insurance

• Handle inforce policy service requests :Premium Payment Mode Changes.
• Update existing bank draft details. Address Changes. Ownership & Beneficiary Changes.
• Request inforce ledgers.
• Policy pd-to-date information. Contact client for possible policy lapse.
• Verify policies are inforce.
• Mass Mutual – service requests from clients
• Ongoing review of inforce policies
• Update Salesforce with New Business
• Update Expiring Term Policies Spreadsheet (verify policies are still in force)
• General filing
• Update Advisors Assistant Database
• Scanning/Copying
• Set Appointments for key insurance producer(s)
• New Policy Notebooks – maintain supply
• Monitor key insurance producer(s) State License Expirations

Retirement

• Maintain sales/client management systems and reporting needs
• Assess internal processes to maximize efficiencies and leverage automated solutions
• Compilation and production of client meeting materials (shipping as needed)
• Support Sales/Marketing needs relating to presentations and RFPs
• Communication and Education Support, as needed
• Maintain internal files and databases with all client data
• Maintain business level data for management
• Assist with special projects as needed

Wealth Management

• Support Nick Walker (referrals from retirement)
• Print & bind estate planning books
• Mailing of annuity contracts

EDUCATION AND/OR EXPERIENCE:

• College graduate preferred
• Experience with finance and/or accounting or related field
• Excellent time management and organizational skills
• Able to manage multiple deadlines and deliverables
• Excellent communication skills
• Innovative and engaging with management to seek out process improvements
• Proficient in Excel and Microsoft Word
• Proficient in Adobe Acrobat
• Understanding MSOutlook, Salesforce and internet navigation

What We Offer

We're 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.