NFP, an Aon company

Account Executive

• Interacts with clients on a day-to-day basis while developing and maintaining relationships with clients and carrier representatives.
• Prepares applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
• Takes on the role of lead consultant and primary point of contact for clients.
• Works on large, complex accounts with large premiums and multifaceted coverages.
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received.

Senior Account Executive – Private Client Group, HNW Personal Lines

Actuary

• 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

Actuarial Analyst

Human Resources

• Serve as the functional owner and subject matter expert for the organization’s Workday platform.
• Responsible for HR system configuration, reporting, data governance, and ongoing system optimization.
• Ensure Workday effectively supports HR operations while maintaining high standards of data integrity, security, and compliance.
• Partner closely with HR, Finance, Payroll, and Corporate IT to translate business requirements into scalable system solutions.
• Oversee functional configuration, security setup, reporting development, testing coordination, and continuous system enhancements within HR.
• Architect and configure business processes, security roles, condition rules, notifications, calculated fields, and validation controls.
• Lead the documentation of business requirements and articulate end-to-end functional process design for enhancements and new initiatives.
• Create and execute detailed test scripts across development and production environments.
• Drive continuous improvement initiatives aligned with scalability and operational excellence.

HRIS & Reporting Specialist

Manager

• Design & Evolve Global Benefits Strategy: Lead the research, benchmarking, design, and ongoing evaluation of benefits programs across the US, UK, and Canada.
• Own End-to-End Benefits Administration: Oversee administration of all health, welfare, retirement, disability, leave, and ancillary benefits programs.
• Lead Broker & Vendor Management: Serve as primary relationship owner for brokers, carriers, retirement providers, and third-party administrators.
• Ensure Compliance & Risk Mitigation: Ensure full compliance with federal, state, provincial, and country-specific regulations.
• Financial Oversight & Invoice Management: Review, reconcile, and approve monthly vendor invoices; ensure accurate allocation by entity and cost center.
• Drive Operational Excellence & Automation: Identify and implement process improvements to enhance efficiency and reduce risk.
• Deliver an Exceptional Employee Experience: Serve as the escalation point for complex benefits and leave cases.

Global Benefits Manager

• Service an existing private client book of business.
• Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
• Prepare applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Maintain accurate information to avoid any E&O claims.
• Supervise or direct the daily job activities of the Coordinators and Account Managers.
• Build and maintain strong relationships with carriers and clients through regular contact and client visits.

Personal Lines Account Executive

Account Manager

• Works proactively to maintain relationships with carrier and client contacts.
• Lead client meetings for accounts assigned to them.
• The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
• Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
• Creates and maintains client files in accordance with office procedures.
• Responsible for keeping client policy records in the agency management system.
• Will have an assigned book of business.

Personal Lines Account Manager

Financial Planning and Analysis

• Support strategic business decision-making through financial modeling and analysis, including ad-hoc modeling and analysis
• Support the annual budgeting and quarterly forecasting processes for G&A Functions including development of financial metric models, department specific budgets, and related KPI analysis
• Develop and maintain financial forecasts for the business assessing risks and opportunities in actual results vs. forecasts
• Prepare and automate monthly and quarterly financial reporting, budget and forecast to understand performance drivers
• Identify variances to budget and analyze contributing factors
• Review internal and external agreements, audit systems for accuracy of commission payments, ensure systems align with intended language and intent of agreements
• Review and audit Strategic Ledger Values that are key identifiers for specific revenue driven events
• Align with regional champs to ensure accurate data hygiene for external and internal staff and vendors are tagged appropriately on accounts and policies, review pipeline and opportunities align with budgets and key decision makers
• Exposure to acquired companies, understanding earnout periods, importance of segmenting revenue and expense during key periods of time
• Partner with Accounting to ensure accurate accruals and adherence to accounting policies
• Ad-hoc reporting, analysis, and special projects as needed
• Interaction with key decision makers: regional leadership, finance & accounting staff, human resources, legal, compliance, sales staff, account service management

Finance and Accounting Intern

• Selling Medicare Supplement/MAPD/Rx/Dental/Vision/Cancer plans
• Following up on weekly basis for Medicare policies
• Using department knowledge to assist clients and brokers
• Learning and conducting client video calls
• Maintaining records and timely responses to inquiries

Medicare Sales Rep

Client Services Representative

• Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits.
• Coordinate annual enrollment and communication campaigns to executives of our corporate clients.
• Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns.
• Handle inquiries from eligible executives about the disability insurance being offered through our enrollments.
• Team with our IT Group to develop reports for our corporate clients.

Senior Client Service Associate, Executive Benefits Account Management

• Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
• Maintains electronic suspense files in Epic as part of daily work management.
• Will assist on various projects as needed and assigned by Department Manager Mail processing.
• Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
• Performs policy checking.
• Creates and maintains client files in the agency management system in accordance with office workflow and procedures.
• Work with other departments to ensure data integrity.

Personal Lines Account Coordinator – Processing

• Interact with clients on a day-to-day basis while developing and maintaining relationships
• Prepare applications, specifications, and marketing strategy for new business
• Take on the role of lead consultant and primary point of contact for assigned clients
• Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers
• Maintain a follow-up system to ensure policies, endorsements, and other information are received

Account Executive, Personal Risk – Middle Markets

Counselor

• Provide personalized guidance to employees during the benefits enrollment process via our remote call center
• Serve as a subject matter expert on all benefit plans, including Medical, Dental, Vision, FSA/HSA, Disability, Life Insurance, etc.
• Provide inbound and outbound call support and respond to emails for assigned employer groups
• Generate and review reports to identify new hires requiring outreach and complete daily and weekly follow-ups
• Collaborate with employer HR contacts to confirm enrollment status and resolve service issues
• Process qualifying life events and manage open tickets assigned by the Enrollment Manager
• Maintain exceptional time management skills to balance multiple projects and deadlines

Bilingual Benefits Counselor, Spanish

• Build relationships with clients over the phone, in-person, and through email
• Receive inbound calls from clients, providing high level of service and accuracy for requests and questions
• Reach out to clients periodically to give account and market updates
• Keep impeccable notes on assigned tasks and projects on CRM
• Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
• Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to gather signatures, and walking clients through their new accounts
• Prepare reports and paperwork for scheduled appointments
• Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
• Run annual audits to ensure clients are compliant with tax requirements
• Assist administrative staff and financial advisers with projects as requested
• Conduct and present 401k fund research and analysis to plan participants
• Work with outside fund and annuity companies to service client accounts
• Coordinate between business partners and professional contacts

Client Service Associate – Wealth Management

• Join our dynamic Employee Benefits team in a pivotal support role
• Engage in daily data analysis and reporting, tailored to meet the unique needs of our clients
• Manage and review vendor reports for accuracy and create comprehensive client-specific reports
• Participate in meetings to discuss findings and strategies
• Collaborate with Unit Leader to build, develop and implement processes for maximum value and efficiency

Financial Analyst – Employee Benefits

• Interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
• Prepares applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Works with the Claims Department on relevant claims for assigned clients.
• Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
• Supervises and directs the daily job activities of the Coordinators and Account Managers.