Benefits Coordinator/ Regional Carrier Bonus & Power BI Dashboard Administr

Charlotte, North Carolina
Full time
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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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:

Work closely with Regional Managing Director, Benefits, with daily responsibilities related to calendar, Carrier Bonus management and Power BI Dashboard management. Responsible for accurate collection, input, report writing and data analysis of various regional benefits teams’ sales and retention information.

Essential Core Duties and Responsibilities

  • Assist Regional Managing Director of Benefits with calendar and expense management.
  • Create and maintain dashboards in Power BI to accurately reflect sales and client retention information.
  • Reviews and tracks Carrier Bonus data, ensuring correct amounts are reported and collected.
  • Assists Regional Managing Director with vendor related items. Ensures appropriate escalation for areas of concern.
  • Assist account teams as appropriate with meeting, planning, contract review, communication packets, and/or carrier related challenges.
  • Other duties as assigned.

Desired Skills and Qualifications

  • Strong organizational and administrative skills required.
  • Must have excellent communication and collaboration skills. Able to work with a wide variety of people.
  • Intermediate knowledge of Microsoft Excel; knowledge of advanced formulas preferred.
  • Intermediate experience with Salesforce; knowledge of report analysis and builds.
  • Working knowledge of PowerBI.
  • Basic understanding of employee benefits and insurance industry


  • Bachelor’s degree in appropriate field prefered.

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.