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Benefits Coordinator (Entry Level)

Company: National Financial Partners Corp.
Location: Burtonsville
Posted on: June 13, 2021

Job Description:

Who We Are:

We're NFP, a three-time Best Places to Work award winner in Business Insurance for 2017, 2018, and 2019. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit:

The Role:

This is a support role, assisting the account teams with basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Coordinator is beginning to have client contact, via more senior team members. The Coordinator may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Coordinator will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process, and continue to expand upon their industry knowledge through special projects as directed by senior team members.

Essential Duties and Responsibilities:

  • Gains exposure to clients and carrier contacts; attends meetings and calls, does not take active role
  • Assist Account Manager in preparing insurance company proposal requests and spreadsheeting results, benefits and rates
  • Reviews client documents and summary of benefits and coverage for accuracy under the direction of more senior team members
  • Creates and maintain client files in accordance with office procedures.
  • Answers administrative questions from clients and/or insurance company personnel such as ID card request, claims or billing questions
  • May have direct contact with vendors or clients for clerical and administrative assistance
  • May have direct contact with clients for open enrollments administration, as a support to the Account Manager
  • Assist Account Manager in preparing insurance company proposal requests and spreadsheeting proposals
  • Assist Account Teams in their preparation for client meetings by reviewing presentations for grammar, verification of rates and benefits and ensuring formatting is appropriate
  • Coordinate client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
  • Complete and process group applications and Broker of Record letters, as directed by the Account Manager
  • Create and maintain client calendar, remind more senior team members of important dates to ensure completion of pending items and future deliverables.
  • Assists in research of questions regarding benefits and vendor/carrier products and services.
  • Enrollment fulfillment during renewal and new business onboarding process
  • Assist Account Managers in the gathering of form 5500 information, maintain 5500 calendar and tracker, reach out to carriers when needed
  • Assists Account Managers with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
  • Assists with problem resolution on claims, billing and eligibility issues with carriers
  • Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager
  • Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials
  • Attend seminars and classes related to the department and to maintain L&H License
  • Participate in training regarding carrier products and systems

Knowledge, Skills, and/or Abilities:

  • Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
  • 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
  • Strong Microsoft Excel and PowerPoint skills
  • Commanding presentation and public speaking abilities

Education and/or Experience:

  • BA/BS preferred
  • 0-2 years related experience and/or training or equivalent combination of education and experience

Certificates, Licenses, Registration:

  • License is generally not required at this level but may be required by state law

Keywords: National Financial Partners Corp., Baltimore , Benefits Coordinator (Entry Level), Other , Burtonsville, Maryland

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