Job Description

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.

This support role assists practice leader and consultant with administrative tasks to optimize practice growth and client retention. The Sr. Coordinator manages team appointments, processes invoices, orders office supplies, coordinates registration and resources for industry events, liaises with internal and external stakeholders, and supports prospecting and client retention with routine processes ranging from pipeline reports to annual recognition.

Essential Duties and Responsibilities:

• Practice Support and Communication
  • Assist team in answering administrative questions from advisors, corporate development, sales and marketing, carrier partners, industry and association contacts, solution lines within NFP and Aon, etc.
  • Assist in coordinating event registrations, sales marketing materials, invoices, and liaising with Totalis team if necessary.
  • Assist practice leader and consultant with prospecting and new business milestones, such as updating/personalizing presentations as directed by the SAE.
  • Assist team in scheduling meetings with NFP and Aon colleagues, prospects and customers.

• Data Compilation
  • Learn to compile data and resources to use in proposals, may assist in preparing proposals and sales reports.
  • Assist in research of questions regarding benefits, carrier plans, and resources available within NFP and Aon.
  • Create and maintain team calendars, to ensure completion of deadlines, growth campaigns and future deliverables.

• Document and File Management
  • Create and maintain shared drive in accordance with office procedures.
  • Track prospect and customer (BOB) data, as directed by SAE and practice leader that will be shared with Aon and Corporate leadership regularly.
  • Assist team in sharing practice resources, liaising with content owners for Sales and Marketing Hub, Aon Avenue, Benefit University, Knowledge Network, Microsoft Teams or Viva.

• Problem Resolution and Knowledge Sharing
  • Document recurring questions, resolutions, and process updates in shared repositories (Sales and Marketing Hub/Teams/Viva/Knowledge Network/Benefit University) to improve awareness and business development.
  • Serve as a resource for sales and account teams.
  • Share best practices and build continuous improvement processes for growth and retention initiatives.
  • Participate in training regarding carrier products and systems, if required.
  • Identify, triage, and route escalated issues to the appropriate internal teams (e.g., Account Management, Operations, carriers), tracking progress through resolution.
  • Share issue trends and lessons learned with the team; recommend workflow improvements to reduce redundancies and prevent repeat issues.

Knowledge, Skills, and/or Abilities:

• Ability to work independently and anticipate team needs
• Effective time management and decision-making skills
• Diligent follow up skills
• Ability to express ideas clearly and accurately in written and verbal communications
• Proficient knowledge in Outlook, PowerPoint, Word, and Excel

Education and/or Experience:

• High School graduate or equivalent.
• Minimum 2 years of experience in corporate benefits.
• Preferably a bachelor's degree.

Certificates, Licenses, Registration:

• Life and Health license is welcome, but 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 $45,000 to $56,000. 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.