Posting Description:
Benefits Coordinator (Hybrid)
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 support role, assisting the account teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The Coordinator will collect and input data into spreadsheets and client presentations, take notes at client meeting and on calls and participate in special projects and trainings with the team that will assist in their learning and development.
Essential Duties And Responsibilities
- May have direct contact with vendors for simple questions or requests
- Learns to compile data to support the client relationship lead in proposals and insurance plan analyses, helping to prepare proposals and spreadsheet results
- Assists team in answering administrative questions from clients (i.e. ID cards, claim processing)
- Builds and keeps client files in accordance with office procedures
- Learns to do basic policy review; will gain understanding of basic industry concepts, and offerings related to carriers
- May assist team in scheduling meetings as their first client interaction
- Learns to prepare insurance company proposal requests and spreadsheeting results including benefits and rates
- Assists Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits
- Assist in coordinating client mailings, communications or packets related to Open Enrollment, working under the mentorship of the person leading the account
- Assists Account Managers with implementation of new business, and group application completion and processing as advised by the Account Manager
- Build and maintain client calendar, to ensure completion of pending items and future deliverables
- Assists in research of questions regarding benefits and vendor/carrier offerings and solutions
- Assists with problem resolution on claims, billing and eligibility issues with carriers
- Support Account Managers in the gathering of form 5500 information
- Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients
- Assist Account Managers, Specialists, and others in the office with administrative duties
- Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials
- Attend seminars and classes related to the department and to prepare for L&H License
- Participate in training related to carrier offerings and systems
Knowledge, Skills, And/or Abilities
- Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
- Ability to work independently and anticipate client and team needs
- Effective time management and decision-making skills
- Diligent follow up skills
- Ability to express ideas clearly in both written and oral communications
- Strong Microsoft Excel and PowerPoint skills
Education And/or Experience
- High School graduate or equivalent
- 0-2 years related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registration: License is generally not required at this level but may be required per state law
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. 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.