NFP, an Aon company

Vice President

• 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

SVP, Consulting

Account Manager – Employee Benefits

Client Advocate, Benefits