NFP, an Aon company

General Counsel

• Respond to benefits questions concerning health and welfare plan compliance in areas such as ERISA, HIPAA, COBRA, ACA, MHPAEA, FMLA, CAA 2021, Transparency in Coverage rules, Section 125 plans, tax-advantaged arrangements, state PFML laws, and state employee health and welfare benefit laws.
• Develop and maintain internal and external employee benefits compliance tools and resources
• Draft benefits compliance whitepapers and other important communications in a concise, easy-to-understand manner
• Conduct employee benefit compliance seminars and webinars
• Stay abreast of the changing legislative and regulatory landscape
• Perform client compliance checklist reviews in conjunction with account management teams
• Own or co-own compliance initiatives in conjunction with regional sales and account management leaders
• Mentor or manage junior team members of the Benefits Compliance team, as needed

VP, Benefits Compliance Counsel – Employee Benefits Attorney

Vice President

• Develop and maintain ongoing relationships with complex and large clients
• Act as the subject matter expert on Property & Casualty and carrier products and services
• Negotiate with carriers for the best possible result
• Work with internal and external centers of influence to develop relationships
• Ensure deliverables are executed within the local office(s) and that they are complete, accurate and conform to NFP standards
• Attend renewal and strategy meetings with high-profile or difficult clients
• Manage team structure and monitor team workload to determine capacity to take on new clients

AVP, Affluent Personal Lines

Risk

• Responsible for evaluating, marketing, negotiating, and placing commercial insurance new business opportunities
• Review submissions, obtain and compare quotes, negotiate pricing and coverage terms
• Guide opportunities through the placement process from submission to binding
• Develop productive business relationships with insurance carriers, underwriters, and internal producer partners
• Execute placement strategies utilizing carrier relationships and available market resources

Senior Risk Placement Specialist – Commercial Insurance

• Promote Wealthspire’s Executive Benefits services to internal Wealthspire advisors
• Create and maintain referral relationships with intermediaries and joint partnerships
• Sell the complete offering of company services
• Acquire new customers
• Lead all aspects of the sales process
• Ensure a seamless transition of customer responsibility to account management team
• Achieve assigned sales quota
• Meet assigned expectations for profitability

SVP, Consulting

Account Manager

• Responsible for working with Producers and Account Executives to service client accounts
• Manage renewal and marketing process and prepare materials for presentations
• Lead open enrollment presentations
• Keep client policy records and answer questions from clients
• Assist in creating and updating benefits related guides

Account Manager – Employee Benefits

Customer Advocate

• Act as a liaison between insurance providers and clients regarding employee status and eligibility for coverage
• Resolve standard claim issues and provide assistance with complex or non-standard claim appeals
• Verify completion and validity of claim forms
• Review company records to determine coverage
• Calculate amounts of claims and submit for payment
• Ensure all client data is entered into CRM System (SalesForce) in a timely manner

Client Advocate, Benefits

• Provide day-to-day leadership support and operational direction for the C&I Claims Team
• Manage, train, and mentor the Construction Claims Account Executive and Subject Matter Experts
• Serve as a technical resource for claims-related issues and processes
• Provide strategic oversight of complex construction claims portfolios
• Lead coverage advocacy on complex and disputed claims
• Guide internal teams on coverage strategy, exposure management, and resolution planning
• Coordinate with various stakeholders to ensure consistent claims management
• Review stewardship reports, loss trend analyses, and management reporting
• Mentor and develop team members to elevate performance and service standards
• Communicate proactively with executive leadership regarding claims developments

VP, Construction Claims

Account Executive

• Provide expert guidance to clients on all commercial coverage lines
• Demonstrated experience servicing or overseeing a Commercial Lines book of business, including complex Property & Casualty risks
• Partner closely with Account Management, claims and loss control teams to identify coverage enhancements, develop submission strategies, and deliver tailored client solutions that drive retention and growth
• Lead stewardship, pre-renewal and renewal meetings, and coordinate internal subject matter experts to deliver a comprehensive client experience
• Serve as a trusted advisor to clients and internal teams by bringing strategic insight, market intelligence, and innovative risk solutions

Strategic Account Executive/Senior AE, Commercial Lines w Group Captives

• Proactively coordinate and manage broking around the renewal cycle
• Define success and direct broking activity to achieve the optimal outcome for the client/prospect
• Demonstrate exceptional negotiation skills
• Execute client/prospect placements
• Collaborate with account management team and client to ensure complete and timely submissions
• Develop creative solutions to effectively address difficult placement scenarios
• Lead team members in preparation of proposal presentations
• Prepare detailed and complex coverage and policy comparisons
• Provide leadership and demonstrate an ability to effectively mentor

AVP, Broker

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
• First draft of renewal presentation
• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive
• Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
• 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

Account Manager II

Actuary

• Manage multiple client specific deliverables related to renewals and other special projects
• Have primary project responsibility for actuarial reserve analyses, captive feasibility studies, insurance program pricing studies, loss forecasting, variability analysis and simulation modeling
• Organize, assemble and prepare effective communications for submissions and proposals
• Assist in collecting, cleaning, and analyzing data using Excel, R, Python, SQL and Power BI
• Support the development of analytical tools, reports, and dashboards
• Automate recurring data and reporting processes
• Assist with statistical analysis and modeling
• Validate data, review results, and help ensure outputs are accurate and well-documented
• Collaborate with your manager and colleagues to brainstorm ideas, solve problems, and achieve project goals

Senior Actuarial Analyst – P&C Insurance

Director

• Develop and execute a comprehensive digital data strategy
• Partner with teams to enhance data-driven decision-making
• Manage vendors and technology solutions
• Ensure compliance with data privacy regulations
• Translate complex data into actionable insights

Digital Data Director

Project Manager

• Manage the end to end process of winning and implementing new business; including the RFP process, all contracts and redlines, implementation with PBM or carrier, QA testing, and VPS product implementation
• Manage the process for market checks and renewals of existing business.
• Lead project initiatives with key stakeholders and define project objectives, scope, and deliverables.
• Communicate externally as a representative of the company sharing project updates, requests, deliverables, and “Our Value Added Service”.
• Proficient in PBM marketplace, including carrier contracts and services.
• Monitor project progress, identify potential risks, and implement mitigation strategies.
• Collaborate with department heads to identify and assign skilled team members to projects.
• Implement and enforce quality assurance processes to ensure deliverables meet client expectations.
• Manage changes to project scope, schedule, and costs effectively.
• Maintain detailed project documentation, including project plans, meeting minutes, and status reports.
• Present a positive image of self and of VPS/NFP, in and out of the office.

Pharmacy Benefits Project Manager I

Analyst

• Manage the Request for Proposal Process including but limited to:
• Gathering necessary marketing materials needed for a clean quote submission from our broker partners.
• Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines
• Collaborating and negotiating with carriers on quotes
• Organizing all data into a marketing analysis format
• Provide broker partners with a recommendation driven by RFP analysis
• Ensure all client data is entered into the appropriate system in a timely manner and that documents are stored appropriately in file system
• Understand, interpret and articulate carrier and vendor responses to broker partners
• Develop effective relationships with broker partners and carrier contacts
• Deliver sold case notice to appropriate carriers when coverage moves/sells

Benefits Analyst I

• Serve as a trusted, proactive business partner to the field
• Actively identify where producers are facing challenges and where partnerships can add value
• Ensure partnership strategy is informed by field insight and grounded in real client and market needs
• Lead carrier relationships with a clear expectation of measurable contribution to field success
• Shift carrier engagement from transactional activity to strategic collaboration, education, and innovation
• Partner with field leadership to identify priority events where sponsorship strategy can enhance impact
• Curate carrier panels featuring true industry leaders and subject‑matter experts
• Deliver clear, actionable reporting to the field on: Books of business, Carrier penetration, Strategic opportunities