NFP, an Aon company

Account Executive

• Build and maintain relationships with clients, carriers, and stakeholders
• Provide strategic client advisory support
• Serve as a senior escalation point for complex claims
• Coordinate and direct claims to NFP Subject Matter Experts
• Participate in acquisition and renewal meetings
• Monitor large losses and significant reserve changes
• Prepare and deliver pre-renewal stewardship reports
• Oversee claims audit processes

Assistant Vice President, Construction Claims Account Executive

• Advise and deliver personal insurance products tailored to prospective insured needs
• Work closely with Carrier Underwriters to determine risk placement
• Provide accurate, timely quotes utilizing agency management system, rating system and carrier websites
• 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/Sales Advisor

Insurance

• Provide case design support through phone and Teams consultations, delivering creative, tailored solutions.
• Apply sound judgment, analytical thinking, and independence to evaluate each case and develop recommendations.
• Evaluate insurability by aligning proposed insureds with carriers and products.
• Document each interaction in the CRM system and complete timely follow-up activities for every case.
• Identify new opportunities and take appropriate action.
• Connect with top advisors to share relevant information and guidance.

Life Insurance Case Design Analyst

Recruitment

• Lead Full-Cycle Recruiting
• Own end-to-end recruiting across a range of roles, including financial advisors, planners, operations, and corporate functions.
• Develop and execute creative sourcing strategies to attract high-quality talent in competitive markets.
• Conduct competency-based interviews and guide hiring managers through structured selection processes.
• Drive proactive pipeline development and workforce planning discussions with leadership.
• Ensure an exceptional, high-touch candidate experience from initial outreach through onboarding.
• Oversee workforce planning and recruiting strategy for the firm’s internship program, including university partnerships, campus outreach strategy, selection processes and intern conversion planning.
• Serve as Player-Coach & Recruiting Strategist
• Provide guidance, coaching, and best-practice direction to recruiting team members.
• Elevate sourcing strategy, candidate assessment rigor, and stakeholder partnership standards.
• Standardize recruiting processes, interview frameworks, and selection criteria.
• Support requisition prioritization and capacity planning.
• Monitor recruiting metrics and provide insights to leadership on pipeline health, hiring velocity, and market trends.
• Support Recruiting Systems & Analytics
• Partner with HRIS and Corporate IT to support the implementation and optimization of the Workday Recruiting module.
• Help define recruiting workflows, interview stages, and reporting dashboards within Workday.
• Leverage recruiting analytics to inform hiring strategy and workforce planning.
• Identify opportunities to improve efficiency, compliance, and candidate experience through system enhancements.
• Build Industry Talent Networks
• Cultivate and maintain strong external networks within wealth management, financial planning, and RIA communities.
• Leverage industry associations, referral channels, and targeted sourcing campaigns to strengthen pipelines.
• Partner with leadership to map competitor landscapes and proactively engage passive talent.
• Develop and maintain relationships with universities, finance programs, and student organizations to build a strong, recurring pipeline of intern talent.
• Strengthen Employer Brand & Diversity Efforts
• Partner with marketing and leadership to position the organization as an employer of choice within the wealth management industry.
• Develop outreach strategies to build diverse candidate pipelines.
• Continuously refine messaging and candidate engagement strategies.

VP, National Talent Acquisition Lead

Analyst

• Provide strategic oversight of the general liability claims portfolio
• Serve as a subject matter expert providing strategic oversight of complex construction-related general liability claims
• Implement and oversee comprehensive claims management protocols
• Communicate proactively with producers and management regarding significant claim developments
• Confirm coverage applicability through detailed review and analysis of insurance policies
• Support and guide insureds in timely reporting of general liability claims
• Coordinate rapid response and post-incident investigation efforts
• Drive proactive risk transfer by ensuring proper contractual risk allocation
• Lead coverage and claims advocacy in instances of carrier denial
• Prepare claim summaries, coverage analyses, and management reports

Assistant Vice President – Construction General Liability Claim Analyst

Account Manager

• Process endorsements, BOR requests, and named insured changes
• Manage cancellations and LPRs, including carrier follow-up
• Handle billing updates, payment type changes, and address changes
• Support property and auto policy servicing
• Maintain inland marine and collections schedules
• Ensure EPIC accuracy by resolving download errors

Personal Lines Account Coordinator

• Interacts with clients on a day-to-day basis while developing and maintaining relationships
• Prepares applications, specifications and marketing strategy for new business and renewals
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
• Works with the Claims Department on relevant claims
• Maintains a diary to ensure policies, endorsements and other information is received
• Supervises or directs the daily job activities of the Coordinators and Account Managers
• Builds and maintains strong relationships with carriers, and clients through regular contact

Commercial Lines Account Executive

Operations

• Perform a variety of operational duties in support of client, broker, and vendor partnerships
• Coordinate with internal teams for smooth ICHRA implementations and employee enrollments
• Respond to client escalations and inquiries, ensuring proper processing of enrollments

Senior Operations Analyst, ICHRA

Data Analyst

• Interpret data, analyze results using statistical techniques and provide ongoing reports
• Develop and implement data collection systems and other strategies that optimize statistical efficiency and data quality
• Acquire data from primary or secondary data sources and maintain databases/data systems
• Identify, analyze, and interpret trends or patterns in complex data sets
• Proactively create reports and graphs that may be useful and provide insights resulting from various experiments
• Work closely with management and IT team to prioritize business and information needs
• Import, clean, transform, validate or model data with the purpose of understanding or making conclusions from the data for decision making purposes
• Use statistical tools to improve data quality and for designing or presenting conclusions gained from analyzing data
• Work with IT team colleagues to extract data relevant for analysis; Create data definitions for new database file/table development and/or changes to existing ones as needed for analysis
• Collaborate with IT colleagues, Administration associates, and upper management to integrate data mining results with existing and new reports
• Work on multiple projects simultaneously

Data Analysis Associate

• Manage deployment plan and plan resources (i.e. project management) – including when to engage with cross-program work streams to complete tasks
• Actively engage with the Integration and Operations Lead and provide status reporting as required
• Work with business to identify, connect with, and manage local end-user key stakeholders and address their needs, concerns and questions
• Manage steering committee meetings and conversion communications with key corporate and end-user stakeholders
• Own the end-to-end implementation lifecycle. This includes building detailed project schedules, tracking milestones, managing risks, and ensuring the project launches on time.
• Liaise with corporate governance entities for operational and procedural review and decisions
• Escalate risks and issues through defined governance processes and manage to resolution
• Integrate with other platform system teams to ensure that end-users in their deployment are ready for conversion
• Travel required

Director, M&A Integration – Insurance

Financial Planning and Analysis

• Identify and cultivate individual financial consulting and wealth management opportunities.
• Work closely with Wealthspire Plan Advisors and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
• Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
• Work closely with recordkeeper partners to understand and leverage their tools and resources.
• Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
• Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
• Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
• Review individual participant’s allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
• Review individual participant’s financial goals to assist with providing custom financial services or referrals.
• Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
• Handle plan sponsor and participant matters in a timely and efficient manner.
• Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
• Positive team player who works effectively within an entrepreneurial environment.

Investment Advisor – Wealth & Retirement

Digital Marketing

• Create and execute marketing campaigns using HubSpot including emails, workflows, landing pages, and reporting.
• Manage LTCI Partners social media presence and channels
• Support advisor-facing initiatives, webinars, and educational campaigns.
• Create and manage sales enablement materials such as presentations, one-pagers, and PPT/email templates.
• Maintain and report marketing data, segmentation, and campaign tracking.
• Identify opportunities to use AI tools and automation to improve efficiency.
• Coordinate across sales, compliance, and product teams.

Digital Marketing Specialist

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