Job Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.

of the Role: At Hafetz and Associates our mission is to be the most successful provider of employee health products and services by offering our clients innovative, cutting-edge ideas tailored to meet their specific needs. We continually invest vast resources in updating our technology with advanced industry applications that not only improve our ability to service our clients with the latest tools in the industry but also allows us to provide solutions to keep our clients businesses in the forefront of technology and on the cutting edge of their industries.

Essential Duties and Responsabilities:

• Selling Medicare Supplement/MAPD/Rx/Dental/Vision/Cancer plans to clients
• Following up on a weekly basis on all clients that need Medicare policies and handing them in on time
• Using department knowledge to help brokers/clients with questions regarding Medicare, plan benefits and premiums for carriers
• Learning and conducting video calls with clients and for seminars
• Utilizing the carrier portals for e-applications, quoting, plan details, etc.
• Asking and maintaining a flow of referrals from your book-of-business
• Following up with any client that meets non-commissionable requirements after 5+ yrs.
• Respond to email and voicemail in a timely fashion even if the issue is not resolved; contact must be made with Clients and Consultants within 24 hours
• Log all phone conversations in AGENCYBLOC for all current clients with any issues/resolutions
• Handle customers’ inquiries, questions and concerns professionally and courteously
• Provide accurate, appropriate and timely responses to all requests by customers, ensuring complete customer satisfaction
• Develop ability to work without constant direct supervision
• Maintain a positive, friendly, helpful and cooperative attitude when interacting with Consultants, Groups and Members as well as co-workers and peers
• Maintain all required testing; Pass AHIP testing, as well as carrier testing once a year
• Maintain your NJ Health Producer License and CE Credits, as well as any other state(s)
• Additional duties that may be requested by Management

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 $35,000 – $40,000. 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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.