NFP, an Aon company

Customer Advocate

• Monitor the team inbox for incoming cases and requests from our broker clients
• Enter ALL transactions that are pulled from the inbox onto the Smart Sheet (Daily tracking tool)
• Track daily progress of each case for team visibility and organization on the Smart Sheet
• Maintain an exceptional relationship with all the brokers who are being serviced with daily follow ups.
• Consistent communications with Broker clients is precise and well written.
• Develop strong relationships 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

Client Advocate

Account Manager

• Proactively works to develop relationships with carriers and client contacts
• Prepare and send the proposals to clients from multiple software programs
• Takes the lead with clients and carriers to sale and service policies including their status and verification
• First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

Individual Health and Medicare Account Manager

Sales

• Provide quoting, renewal, and administrative support to Account Executives and Account Managers.
• Coordinate the marketing and quoting of various benefit coverages with designated carriers.
• Prepare and distribute customized spreadsheets, proposals, and renewal materials.
• Analyze, input, and maintain accurate sales and financial data.
• Communicate with brokers and sales partners to ensure installation expectations are met.
• Participate in special projects and other related duties as assigned.

Benefits Sales Support Coordinator

Producer

• Initiates, qualifies and develops new business relationship using assigned list of prospects
• Targets smaller, less sophisticated accounts
• Meets key metrics including revenue and number of prospects in pipeline
• Works collaboratively with Account Management team to close business
• Develops sales proposals and presentations that are consistent with NFP standards
• Confers with management on setting and achieving integrated selling targets
• Reviews sales results for assigned clients

Insurance

• Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts
• Create and publish white papers, sales concepts, and presentation materials addressing current legislative and regulatory issues that influence life insurance strategies
• Design and lead advisor training programs — both in-person and virtual — to strengthen understanding of advanced life insurance applications and sales concepts
• Partner with field leadership, advisors, and other trusted professionals (attorneys, CPAs, planners) to craft client-specific solutions that drive measurable results
• Serve as a technical resource and thought leader representing the company in conferences, webinars, and key client meetings
• Monitor pending legislation, tax developments, and regulatory trends, interpreting their impact on insurance and estate planning
• Collaborate with marketing and product development teams to ensure messaging and materials align with advanced planning concepts and legal accuracy
• Supporting and Training internal team on concepts and updates in market
• Supporting and developing life cases with FA’s and sales team

VP, Advanced Concepts and Training – Life Insurance, Related Products

• Proactively works to develop relationships with carriers and client contacts; may take active role in meetings
• Prepare and send the proposals to clients from multiple software programs
• Takes the lead with clients and carriers to sale and service policies including their status and verification
• Creates and maintains client files in accordance with office procedures
• May be responsible for keeping client policy records in the agency management system
• First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
• Works independently with a significant amount of discretion to effectively and efficiently deliver services to clients
• Managing own clients and supporting the Account Management Team as assigned

Vice President

• Growing organic revenue with medium to highly complex clients
• Managing sales results and maintaining strong relationships with key client and prospect stakeholders
• Serving as executive sponsor on accounts and collaborating with Account Teams
• Developing and initiating plans to increase sales, lower costs and continuously improve operations
• Leading sales activities with more complex clients and prospects
• Mentoring junior sales team members

• Manage day-to-day servicing for an assigned set of client accounts, including extensive verbal, electronic, and written communication.
• Manage an assigned book of business, as applicable.
• Maintain proactive, professional relationships with carrier and client contacts.
• Manage the renewal and marketing process from start to finish in partnership with the Team Leader.
• Create and maintain client files in accordance with established office procedures.
• Serve as the first point of contact for billing questions from clients and carrier personnel.

Senior Account Manager, Commercial Lines – Sports & Entertainment

Operations

• Perform a variety of operational duties in support of Individual Coverage Health Reimbursement Arrangement (ICHRA)
• Ensure timely and accurate response and resolution of client specific requirements
• Coordinate with internal teams to support and ensure smooth new ICHRA implementations.
• Respond quickly and accurately to all client escalations and inquiries
• Maintain a thorough understanding of health insurance carrier eligibility and enrollment guidelines

Senior Operations Analyst – ICHRA Benefits

• Responsible for servicing client accounts and managing the renewal and marketing process
• Develop relationships with clients and carrier contacts
• Communicate directly with clients and carriers
• Create and maintain client files and policy records

Commercial Insurance Account Manager, Select Business

• Responsible for working with Advisors/Client Executives and Account Executives to service client accounts
• Manage the renewal and marketing process from start to finish
• Prepare materials for presentations and communications
• Maintain relationships with clients and carrier contacts

Senior Account Manager, Commercial Insurance

Account Executive

• Understand various Carrier Appetites and Carrier Websites.
• Work closely with Carrier Underwriters to determine risk placement.
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
• Execute policy correspondence delivery per agency guidelines and procedures.
• Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives.
• Assist with special projects as assigned by management.

Personal Lines Client Executive

• Lead strategy development and marketing for a book of NFP clients in the Atlantic region
• Collaborate with account service team and client to gain strategy alignment
• Execute national and regional broking strategies for optimal client outcomes
• Engage with producers to identify market opportunities
• Develop and execute strategy for at-risk accounts
• Drive placement strategy and execution
• Collaborate with account management teams to ensure complete and timely submissions
• Support team members in responding to client queries
• Drive and support prospect sales efforts and expand existing client relationships

Vice President, Broking, Commercial Lines

• Work with Producers and Directors to service client accounts in the Lafayette, Louisiana market
• Research, analyze and evaluate medical, life, disability and other benefit plans
• Lead open enrollment presentations and take an active role in client meetings
• Build and maintain strong relationships with clients and carriers
• Conduct and present annual client compliance reviews

Benefits Account Manager II

• Lead the enterprise Service Desk function, delivering a consistent, high-quality, employee-first support experience.
• Define and execute a modern Service Desk strategy leveraging AI, automation, and self-service capabilities.
• Establish clear SLAs, KPIs, and executive-level reporting for service performance, user satisfaction, and operational health.
• Partner closely with Infrastructure, Cybersecurity, Applications, HR, and Business leaders to ensure seamless service delivery.
• Own incident response coordination for end-user-impacting events and drive root cause elimination.
• Lead Service Desk components of carve-out activities, integrations, and future M&A.
• Build, mentor, and retain a high-performing Service Desk leadership and engineering team.

Client Advocate

Individual Health and Medicare Account Manager

Benefits Sales Support Coordinator

Producer

VP, Advanced Concepts and Training – Life Insurance, Related Products

Individual Health and Medicare Account Manager

Vice President

Senior Account Manager, Commercial Lines – Sports & Entertainment

Senior Operations Analyst – ICHRA Benefits

Commercial Insurance Account Manager, Select Business

Senior Account Manager, Commercial Insurance

Personal Lines Client Executive

Vice President, Broking, Commercial Lines

Benefits Account Manager II

VP, Service Desk