Analyst

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

This is a full-time position, working within an Account Management team. The Benefit Analyst will manage the renewal and marketing process, prepare presentations and communication materials, assist team members with day-to-day client servicing and provide general support to more senior team members. While in this role, the Benefit Analyst should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities:

• Manage the Renewal/Marketing Process including but limited to:

• Gather vendor information and/or information from clients for marketing purposes

• Organize data into NFP format

• Prepare RFP and send to carriers

• Prepare proposal data into NFP format

• Ensure all client data is entered into CRM System (Salesforce) in a timely manner and that documents are stored appropriately in file system (Image/Right, OneBox)

• Prepare client meeting presentations and client executive summaries, reviews for accuracy.

• Implement the Client Service Playbook with high attention to detail and company standards.

• Help coordinate the implementation of new plans and/or the continuation of current plans and contract changes.

• Preparation and yearly maintenance of client communications such as Open Enrollment materials and Employee Benefits Guides; Attend Open Enrollment meetings.

• Review benefit plan summaries and carrier source documents for accuracy.

• Assist Account Teams in day-to-day client servicing by fielding specific client questions and needs.

• Understand, interpret and articulate carrier and vendor responses to clients.

• Develop effective relationships with client and carrier contacts.

• Prepare and analyze client benchmarking reports.

• Prepare and send client invoices for consulting services.

• Maintain and track client strategy calendars, deliverables, open items and internal NFP client templates.

• Research compliance issues and questions.

• Perform follow up with clients and team members on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified.

• Assist in coordination of client wellness deliverables, including fairs and flu shot clinics.

• Special projects including coordination of 5500 filings and wrap documents and assistance with client compliance audits.

• Maintain confidentiality and HIPAA compliance with all client information obtained in the course of work.

• Additional duties as assigned.

Knowledge, Skills, and/or Abilities:

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services

• Ability to express ideas clearly in both written and oral communications

• Effective time management and decision-making skills

• Strong Microsoft Excel and PowerPoint skills

• Diligent follow up skills

Education and/or Experience:

• Four Year college or university degree with course work in Human Resources Management, Business Administration, and Industrial Psychology, Economics or Healthcare related field.
• 2 years of health and welfare consulting experience is preferable.

Certificates, Licenses, Registration:

• Employees required to possess or obtain the Illinois Life and Health License within 4 months of employment.

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.