BOLI Design & Sales Support, Service Specialist (hybrid/remote)

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.

Job Summary:

This position’s primary responsibility is to provide NFP Banking Practice Sales Support by modeling benefit and bank-owned life insurance (BOLI) proposals; evaluating proposed plans to provide accounting and related implementation guidance to clients; and providing review and analysis of proposed benefit plan designs.  This role involves collaborating with other team members, consultants, and client relationship managers to ensure plan accuracy, quality, and compliance with relevant regulations. This position reports directly to the Senior Vice President of the Banking Practice. Through these relationships, you will have the advantage of mentorship for your growth and development.  This is an Associate-Level role and is not a sales role. You will provide sales support to the team, via your operational and analytical deliverables.  

This is a full-time position with the flexibility of working a hybrid schedule from one of these NFP offices: Warrington, PA (Philadelphia); Atlanta, GA; Plymouth, MN (Minneapolis); or Franklin, TN (Nashville). We will consider a remote option for well-qualified candidates with BOLI experience.

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.

Job Duties and Requirements

BOLI & Financial Considerations:

• Understands BOLI product design and appropriate uses.
• Knowledge of Non-Qualified Executive Benefit plans and BOLI funding strategies.
• Exercises knowledge of and effectively communicates tax, accounting, plan design, and regulatory technical information and provides support to Consultants and Client Relationship Managers regarding plan design analysis and product design.

 Working with Clients & Customers:

• Communicates and models excellent customer service with both internal and external clients by seeking information to understand circumstances, problems, and expectations.
• Considers how actions or plans will affect clients and others; responds quickly to resolve problems or issues.
• Seeks out and is receptive to appropriate feedback from manager, team members, and peers.
• Maintains a professional approach to communication that attracts and retains all clients.

Employee Conduct:

• Takes responsibility for own actions and demonstrates appropriate ethical conduct.
• Honors commitments to perform work and accepts responsibility for outcomes and results.
• Models a high standard of personal development by maintaining necessary licenses and certifications while completing required continuing education classes.

Operational Excellence:

• Ensures high accuracy and attention to detail in the finalization of proposals. Collaborates with team members to cross-check data and plan design integrity.
• Prepares final proposals based on results received from Client Relationship Manager and subsequent system-generated documentation materials.
• Communicates with the Client Relationship Managers and Quality Assurance Manager when needed to ensure accurate system data and that the final proposals accurately reflect final plan design parameters.

NFP’s PeopleFirst Requirements:

• Works collaboratively with team members to meet goals and deadlines. Encourages knowledge sharing and contributes positively to team dynamics.
• Appreciates the individual differences that each team member possesses and encourages associates to capitalize on unique talents that the team can provide.
• Leads by example and consistently models inclusive behaviors such as mutual respect, empathy, and open dialogue.
• Shares important and relevant information with the team in order to raise the performance of the entire team without specific regard to personal reward.
• Works consistently with associates in the achievement of team performance targets and goals.
• Acknowledges the success of associates and recognizes accomplishments.

Qualification Guidelines:

Education:

• Bachelor’s or master’s degree in business (Accounting or Finan