Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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 the Role: This is a full-time position will have the responsibility to provide client advisory and consultative services for all health and welfare plans and services. Responsibilities include, but are not limited to, providing monthly and quarterly reporting, strategic analysis, compliance and legislative guidance, contract and performance standards review, HR procedures assistance.

Essential Duties and Responsibilities:

• Works closely with Producer(s) to develop and execute client’s strategic objectives in all matters related to health & welfare benefits
• Ensures renewal cycle and established timelines are met throughout the year including, quarterly meetings and data review (when necessary); Works with internal and external wellness resources to provide experience data and recommendations (when available)
• Works closely with insurance carrier representatives to stay on top of emerging trends and updates on product offerings
• Oversees the group annual renewal process per established timelines (in partnership with Producer and pulling in Account Manager for assistance with tasks), including:
  • negotiating, generating, analyzing, and presenting proposals
  • making recommendations on plan and contribution strategy
  • providing compliance notices and plan documents to clients
• Assist with business development for self-funded and fully insured opportunities
• Consultative reporting on monthly, quarterly, and annual basis
• Responsible for meeting summaries and follow up with team members and external vendors
• Familiarity with carrier contracts, polices and differentiators
• Responsible for maintaining outstanding checklists and renewal timelines for assigned clients
• Effective delegation and follow up with senior team members
• Contract review and compliance support
• Manage marketing process and ensure spreadsheet terms are accurately implemented and documented
• Proactive outreach and client management
• Maintain files and databases
• Assist and organize the onboarding process for all new business cases and new business lines on designated accounts