Who We Are
NFP, an Aon Company, is a multi-year 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: https://www.NFP.com.
Summary: This is a full time exempt position. The SVP has local and/or regional responsibility for relationships with multiple highly complex clients. Manages sales results, maintains strong relationships with strategic/national client stakeholders and carriers and is responsible for policy compliance and client satisfaction. Responsibilities include completion of marketing and analysis and implementation of assigned medical, dental, disability, benefits administration and ancillary products. Provide strategic/national client advisory and consultative services for assigned health and welfare plans and services. . Where applicable, provides assistance and coaching regarding monthly reporting, billing issues, enrollment and communication of benefits. Provide education on compliance matters to clients and team members as needed.
Essential Core Duties And Responsibilities
- Work with Managing Director on development of an overall accounts strategy. Make proactive adjustments based on changes in the industry and organization
- 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, communication and accountability internally and externally, and overall client retention and service
- Work with Senior Leadership team to develop client deliverables and innovate with technology. Ensure deliverables are executed within the local office(s) and that they are complete, accurate and conform to NFP standards. Make adjustments as necessary
- Develop and maintain relationships with carrier representatives as well as key client stake holders in the strategic/national segment
- Acts as subject matter expert for company products and services for team members as well as clients
- Provides mentoring and coaching to team members. Provide team with solutions for consideration and trends for annual stewardship meetings
- Assist account teams with difficult renewals and situations. Assist in identifying client needs and creating a solution to the problem.
- Assist Producers in identifying opportunities and closing prospective business
- Ensure all client data is entered into CRM System (SalesForce) in a timely manner, policies are renewed, EAR entered correctly, etc. Perform periodic spot checks to confirm data is correct
- Coordinate with leadership to ensure smooth delivery of client services
Desired Skills
- Knowledge of benefits administration, industry trends, carrier products and services and alternative funding methods such as ASO and stop loss
- Ability to express ideas clearly in both written and oral communications
- Strong Microsoft Excel and PowerPoint skills
- Strong leadership and problem solving skills
- Must be highly detail oriented and able to process and communicate complex industry information;
Desired Qualifications
- Four Year college or university degree with course work in Human Resources Management, Business Administration, and Industrial Psychology, Economics or Healthcare related field
- 10+ years of health and welfare consulting experience; Experience mentoring and/or coaching team members a plus
- Life, Accident and Health License required
- CEBS Certification a plus
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.
NFP and You… Better together!
NFP is an inclusive Equal Employment Opportunity employer.
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