NFP, an Aon company

Sales

• Inventory and document all of the region’s various sales pay practices
• Ensure that the correct commission structures are configured properly in the SOR
• Coordinate monthly commission schedules distributed to producers
• Calculate monthly commission true-up amounts
• Work with HR to ensure true-up payments are properly executed
• Coordinate producer deficit reporting and management
• Complete timely Draw adequacy reviews
• Track validating producers and coordinate changes to comp
• Complete ad-hoc analysis including impacts on comp standardization at the individual level
• Coordinate all commission changes in the SOR
• Work with Sales Professionals to answer questions and resolve disputes
• Coordinate proper system configuration of sales commissions on acquisitions and system conversions
• Coordinate offline referral commissions to AM’s with Accounting Managers/HR
• Audit the system periodically for changes to “Threshold” accounts
• Prepare monthly Producer commission reporting for management including summary of producer commissions, deficit reporting, validating producer list, draw review, etc.
• Compile various other analyses for management review on a periodic basis
• Assist Finance with various analysis pertaining to sales compensation for monthly reporting or budgeting
• Maintain customer confidence and protect operations by keeping financial information confidential
• Contribute to team effort by accomplishing related results as needed
• Performs other duties as assigned.

Sales Compensation Coordinator

Underwriter

• Provides vital support to underwriters by managing administrative tasks
• Gathers and reviews application data
• Ensures documentation is accurate and complete
• Prepares risk assessments and maintains records

Underwriting Assistant

Vice President

• Provide claims advocacy and account management services to clients involving moderate, complex and catastrophic claims
• Serve as a trusted advocate for clients and key stakeholders
• Engage collaboratively with clients, their representatives, and insurers
• Take ownership of resolving client claim issues in a timely manner
• Maintain thorough and timely documentation within the EPIC claim file system
• Conduct thorough coverage analysis and research

Assistant Vice President – Commercial General Liability Claims

Insurance

• Assisting with the implementation of new life insurance policy purchases for executive clients
• Determining appropriate life insurance application forms
• Preparation of forms
• Coordination of medical underwriting requirements
• Direct correspondence with clients as well as insurance organizations
• Coordination of wire payments
• Reviewing final policies for accuracy and delivery to complete all phases of the life insurance purchase

Insurance Services Specialist

• Support the sales team and EVP of Sales by managing operations
• Facilitate communication and execute sales activities
• Align sales efforts with revenue goals
• Assist with interdepartmental coordination
• Provide administrative support and manage sales marketing activities

Sales Enablement Specialist – Pharmacy Benefits

Payroll

• Administer Global Payroll End-to-End
• Own the end-to-end administration of payroll for employees across the USA, Canada, and the UK, ensuring accurate and timely processing each pay cycle.
• Serve as the primary point of contact for payroll-related inquiries, including pay calculations, deductions, taxes, garnishments, and issue resolution.
• Coordinate payroll inputs including new hires, terminations, compensation changes, bonuses, commissions, and time and attendance data.
• Ensure accurate payroll data, reconciliations, and seamless coordination with HR, Benefits, Finance, and payroll vendors.
• Partner with external payroll providers and internal stakeholders to manage ongoing operations, escalations, audits, and year-end activities.
• Ensure Payroll Compliance & Controls
• Ensure payroll processing complies with federal, state, provincial, and country-specific regulations across the USA, Canada, and the UK.
• Maintain strong internal controls, audit trails, and documentation to support compliance and financial accuracy.
• Support year-end processes including W-2s, T4s, P60s/P45s, and other statutory reporting requirements.
• Monitor legislative and regulatory changes impacting payroll and support implementation of required updates.
• Support Workday HCM Implementation & Optimization
• Act as a key functional partner for payroll-related processes during the Workday HCM implementation.
• Support system design, configuration, testing, data validation, and user acceptance testing related to payroll integrations and upstream data.
• Partner with the HR Operations Leader to identify opportunities to automate payroll processes, improve data integrity, and enhance employee self-service.
• Support ongoing Workday optimization, enhancements, audits, and release testing that impact payroll operations.
• Drive Operational Excellence & Continuous Improvement
• Conduct regular payroll audits and reconciliations to ensure data accuracy and resolve discrepancies.
• Maintain up-to-date process documentation, SOPs, and payroll calendars.
• Identify process gaps and recommend improvements to increase efficiency, reduce risk, and improve the employee experience.
• Collaborate Across HR & the Business
• Partner closely with HR Business Partners, Benefits, Finance, and HR Operations to ensure seamless end-to-end employee lifecycle support.
• Provide payroll reporting and insights to support audits, reconciliations, and decision-making.
• Support HR and Finance initiatives and projects as needed, particularly those tied to HR operations and systems.

Payroll Manager

Administrative Assistant

• Act as gatekeeper to multiple Executives, understanding priorities in the organization and providing high level administrative support.
• Schedule and manage calendars for multiple executives.
• Schedule internal and external meetings and coordinate logistics for meetings/lunches (reserve and set up conference rooms, order catering, prepare meeting agenda, A/V technology as needed).
• Arrange corporate travel by developing itineraries and agendas, booking transportation, and arranging lodging and meeting accommodations.
• Process invoices and expense reports, reviewing for accuracy and submitting for approval.
• Track, order and organize department equipment and supplies.
• Handle personal matters as necessary.
• Provide a bridge for smooth, accurate communication between the Executives and internal departments; demonstrating leadership to maintain credibility, trust, and support.
• Actively participate with the Administrative support team on a variety of activities associated with NFP Austin.

• Lead strategy development and marketing for a book of NFP clients in the Atlantic region
• Partner with the account service team and client to gain strategy alignment
• Execute national and regional broking strategies to ensure optimal client outcomes
• Drive placement strategy and execution, ensuring customized solutions for NFP clients
• Collaborate with account management teams and clients for market submissions
• Proactively coordinate and manage broking around the placement cycle
• Mentor and train junior talent

Commercial Lines Broking Vice President – East Coast

Account Executive

• The Account Executive interacts 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 the renewals of assigned clients with some degree of supervision and approval from their Supervisor.
• Manage a book of business and take on the role of lead consultant and primary point of contact for your assigned clients.
• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• Maintain a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
• Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.

Personal Insurance Account Executive – Affluent

Financial Planning and Analysis

• Administer and execute the Region’s Financial Planning and Analysis process
• Work closely with Regional finance and accounting resources
• Assist in the planning, development, organization, implementation, and evaluation of the business’s fiscal function and performance
• Help create annual budgets and track monthly performance against those budgets
• Provide monthly analysis of actual results to budgeted results for each reporting unit
• Analyze variations of actual results from the budget/forecast and explain to relevant parties

FP&A Analyst

Account Manager

• Works proactively to maintain relationships with carrier and client contacts.
• Lead client meetings for accounts assigned to them.
• Responsible for managing the renewal and marketing process from start to finish.
• 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.
• Servicing existing book of business; current book is approximately 400 accounts with 2M total premium.
• Retention and rounding-out of book is required.

Personal Lines Account Manager, Affluent

Human Resources

• Act as a trusted advisor to senior leaders on workforce planning, organizational design, talent management, succession planning, and change management.
• Partner with executive leadership on complex employee relations, performance management, and leadership effectiveness matters.
• Lead and manage employee relations matters, including investigations, performance improvement plans, disciplinary actions, and terminations.
• Oversee talent processes including performance management, leadership development, career progression, and succession planning.
• Partner with Compensation and Finance teams on job leveling, compensation planning, incentive programs, and annual merit and bonus cycles.

Senior HR Manager

• Design & Deliver Learning & Development Programs
• Facilitate learning sessions for managers and employees when needed.
• Partner with HR Business Partners and business leaders to identify skill gaps and design targeted development initiatives.
• Execute Compliance Training Initiatives
• Support updates to training content in alignment with evolving regulatory requirements.
• Provide reporting and insights to leadership regarding compliance training participation and risk areas.
• Support Talent Management & Performance Processes
• Create resources that support career pathing and internal mobility.
• Analyze performance and engagement data to identify development opportunities and recommend action plans.

Talent Management and Development Specialist

• Gather and input data into the agency management system
• Provide assistance with various tasks and processes relative to new and renewal business
• May learn to prepare specifications &/or Acord apps as necessary for marketing/pricing under the direction of a senior level colleague
• May assist or “shadow” senior level colleague(s) in the marketing and negotiating of specific program lines of business
• Creates and maintains client files in accordance with NFP’s Service Model Standards

P&C Complex Risk Account Manager I

General Counsel

• Review, revise and draft offer letters, employment agreement amendments, internal promotion letters, restrictive covenant agreements, separation agreements and independent contractor agreements.
• Support human resources on performance management issues, leave accommodations, wage and hour matters, immigration issues, and background check matters.
• Provide training to Human Resources, Talent and Recruiting on updates to employment laws and regulations across the US and globally.
• Review and assist in drafting policies and procedures related to Human Resources.
• Collaborate and advise the business on matters related to restrictive covenants questions and draft and respond to cease-and-desist letters.
• Assist in responding to and negotiating pre-litigation employment matters and manage outside counsel, as needed.
• Be a trusted advisor to the business and provide counsel on areas of improvement and strategies to mitigate risk related to employee issues.