Benefits Sales Support Coordinator (Hybrid - Wallingford, CT) - NFP, an Aon company : Job Details

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:

This role will support PPI Benefit Solutions, a part of NFP. PPI Benefit Solutions is a service-first company delivering end-to-end benefits administration services and technology, with a focus on client and partner needs. To learn more, please visit:

Summary:

Provide new business and renewal quoting and service support to account executives and account managers. Support efforts to retain business and develop strong broker and carrier relationships. Utilize Case Management Tool (CMT) and established procedures to ensure accurate reporting.

This is a full-time opportunity working a hybrid schedule from our Wallingford, CT office.

Essential Functions

• Responsible for the marketing of life, disability, worksite, dental and medical coverages. Obtain accurate quotes from designated carriers for specified products.
• Submit RFQ package to internal underwriting and to carriers, as necessary. Responsible for all quoting coordination and follow-up with underwriters and carriers. Serve as the primary contact to answer all questions relevant to the RFQ submissions.
• Conduct all necessary data analysis for input/maintenance of sales/financial data into CMT which may include: managing data input and manipulation to yield accurate sales reporting, tracking/updating of status/sold group information, and maintaining inactive files.
• Prepare results in and distribute custom spreadsheets and proposals using Microsoft Word and Excel.
• Prepare paperwork for sold case installation and coordinate necessary enrollment material. Communicate with brokers and sales representatives to ensure that installation and amendment expectations are met.
• Perform initial rate calculations using the internal/external software for life, disability, dental and medical coverages.
• May deliver renewals to broker for assigned accounts and serve as internal account manager for smaller clients.
• Perform other job-related duties or special projects as required.

Requirements:

• Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company's Statement of Business Practices, Affirmative Action, Diversity and other standards. Actively cooperate and interact with all entities of NFP.
• Bachelor's degree or equivalent and 1-2 years of experience in a related field are preferred.
• General math skills are required, and basic analytical skills are preferred.
• Must be able to maintain accuracy and possess exceptional attention to detail.
• Must be able to perform a variety of tasks with limited direction, relying on training and judgment.
• Must have basic planning/organization, problem-solving, time management, decision-making, and oral and written communication skills.
• Familiarity with standard group underwriting concepts, practices, and procedures preferred.
• The ability to maintain confidentiality is required.

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 range for this position is $43,000 to $60,000. 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