NFP, an Aon company
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Benefit Coordinator
role at
NFP, an Aon company
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 This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day‑to‑day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls, and participate in special projects and training with the team that will assist in their learning and development.
Essential Duties and Responsibilities
Client Support and Communication:
Assist team in answering administrative questions from clients (i.e., ID cards, claim processing, membership, general benefit information)
Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager
Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager
May assist team in scheduling meetings as their first client interaction
Data Compilation and Analysis:
Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results
Assist in research of questions regarding benefits and vendor/carrier products and services
Create and maintain a client calendar, to ensure completion of pending items and future deliverables
Document and File Management:
Create and maintain client files in accordance with office procedures
Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients
Assist 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
Policy Review and Problem Resolution:
Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services
Assist with problem resolution on claims, billing and eligibility issues with carriers
Administrative Support and Learning:
Assist Account Managers, Consultants, and others in the office with administrative duties
Attend seminars and classes related to the department and prepare for L&H License
Participate in training regarding carrier products and systems
Knowledge, Skills, And/or Abilities
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
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
Education And/or Experience
High School graduate or equivalent
Preferably a bachelor's degree
Certificates, Licenses, Registration
License is generally not required at this level
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 $41,000 to $50,000. 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.
Seniority level Not Applicable
Employment type Full‑time
Job function Business Development
Industries Insurance
Referrals increase your chances of interviewing at NFP, an Aon company by 2x.
Get notified about new Benefits Coordinator jobs in
Cleveland, OH .
#J-18808-Ljbffr
Benefit Coordinator
role at
NFP, an Aon company
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 This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day‑to‑day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls, and participate in special projects and training with the team that will assist in their learning and development.
Essential Duties and Responsibilities
Client Support and Communication:
Assist team in answering administrative questions from clients (i.e., ID cards, claim processing, membership, general benefit information)
Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager
Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager
May assist team in scheduling meetings as their first client interaction
Data Compilation and Analysis:
Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results
Assist in research of questions regarding benefits and vendor/carrier products and services
Create and maintain a client calendar, to ensure completion of pending items and future deliverables
Document and File Management:
Create and maintain client files in accordance with office procedures
Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients
Assist 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
Policy Review and Problem Resolution:
Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services
Assist with problem resolution on claims, billing and eligibility issues with carriers
Administrative Support and Learning:
Assist Account Managers, Consultants, and others in the office with administrative duties
Attend seminars and classes related to the department and prepare for L&H License
Participate in training regarding carrier products and systems
Knowledge, Skills, And/or Abilities
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
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
Education And/or Experience
High School graduate or equivalent
Preferably a bachelor's degree
Certificates, Licenses, Registration
License is generally not required at this level
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 $41,000 to $50,000. 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.
Seniority level Not Applicable
Employment type Full‑time
Job function Business Development
Industries Insurance
Referrals increase your chances of interviewing at NFP, an Aon company by 2x.
Get notified about new Benefits Coordinator jobs in
Cleveland, OH .
#J-18808-Ljbffr