Employee Benefits Account Coordinator

We’re a seven-time winner of Business Insurance's Best Places to Work and have earned their 5-Star Diversity, Equity and Inclusion (DEI) award. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily. 

• Perform benefits administration tasks (such as enrollment actions) for clients/Account Managers
• Compile data for the Account Manager to use in proposals and insurance plan analyses; may assist in preparing proposals and spreadsheeting results. May have direct contact with vendors for questions or requests
• Assist Account Teams in their preparation for client meetings; includes printing/binding of presentations/agendas/meeting packets. May assist in reviewing presentations for grammar, formatting, and verification of rates/benefits
• Assists Account Managers with implementation of new business, group applications, and processing as directed by the Account Manager
• Assist Account Managers in coordinating client communications or packets related to Renewal/Open Enrollment
• Assist in data maintenance for vendor/client/plan contacts/information
• Supports Account Team with the inputting of/processing of commissions
• Performs other duties as needed

KNOWLEDGE, SKILLS, AND/OR ABILITIES: 

• Intermediate or expert knowledge of Microsoft Outlook, Excel and Word
• Demonstrated commitment to serving others
• Positive, optimistic approach to all people and situations
• Well organized with the ability to prioritize and handle multiple tasks efficiently
• Diligent attention to detail
• Highly effective verbal and written communication skills
• Commitment to meeting deadlines

EDUCATION AND/OR EXPERIENCE: 

• Minimum two years working in a professional office environment
• Experience in insurance or employee benefits preferred
• College degree preferred
• Life, Health & Accident license required or must be obtained

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to operate a computer, read, write, and constantly interact with others in person, as well as over the phone, and via other devices
• Ability to sit and stand for long periods of time
• Ability to transport laptop computer and marketing material