Client Advocate - Employee Benefits
About this role
Posting Description
Description
Who We Are
NFP is a seven-time 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’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role: This is a full-time position that requires day-to-day benefit administration for multiple clients and entails completing enrollments, terminations, and employee personnel changes, as well as monthly billing reconciliation. The Client Advocate will answer emails and phone calls from our clients’ employees and be required to provide excellent customer service each day.
Essential Duties and Responsibilities:
- Supervise the team inbox for incoming cases and requests from our broker clients
- Enter ALL transactions that are pulled from the inbox onto the daily tracking sheet.
- Track daily progress of each case for team transparency and organization on the Smart Sheet
- Maintain an outstanding relationship with all the brokers who are being serviced with daily follow ups.
- Consistent communications with Broker clients is detailed and well written.
- Develop positive connections with our Carrier partners for information and educational purposes.
- Efficient process of all transactions into the carrier portals for submission or change.
- Email requests and questions to assigned representatives at the carrier level.
- Maintain contact and in good standing with all of our carrier partners
- Communicate information from the carrier with Broker clients either by phone or email.
- Knowledge of our current laws and regulations with carriers and all jurisdictions that we work within.
- Encourage all teammates and work as a team mentor
- Attend all Carrier Broker Forums.
- Attend Carrier trainings and meetings as well as Wholesale team meetings
- Other duties and projects as assigned by manager, lead capacity
Knowledge, Skills, and/or Abilities:
- Outstanding analytical skills and problem solving
- Outstanding oral and written communication skills
- Sophisticated knowledge of carrier plan designs and portal/systems, often specializing in one or more carriers.
- Well-organized with the ability to handle several clients simultaneously
- Proficiency with MS Office products, including Outlook, Word, Excel, PowerPoint, and Adobe PDF.
- Dedicated work ethic with a very high dedication to client service excellence
- Extensive understanding of carrier rules and regulations, along with state legislation for all jurisdictions
- Strong sense of urgency; however extremely accurate
- Experience working in team environment, lead capacity
Education and/or Experience:
- High School Diploma or equivalent
- College Degree
- 3-5 Years of related industry experience
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 $55,000 – $65,000. 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.
Company at a glance
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
Top Benefits
- Paid time off
- Paid holidays
- 401(k) with match
- Exclusive discount programs
- Health and wellness programs
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