Associate Consultant-Employee Benefits

National Financial Partners Corp. Warrington , PA 18976

Posted 2 months ago

Who We Are

NFP is a seven-time 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're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of Role:

The Associate Consultant assists Account Managers and Account Execs in managing clients' benefits, resolving clients' needs, implementation, non-discrimination testing, annual client compliance audits, etc. Develops data for proposals, analyses and negotiations. May have significant direct client contact, and may train other staff as needed.

Essential Duties and Responsibilities:

  • Anticipates client needs and works with them to complete resolution. May have direct contact with clients of medium to low complexity and relies on a growing knowledge of the details of various insurance coverages.

  • Assembles information for the reviews of proposals and insurance plan analyses, develops data for the Account Manager's negotiation with carriers.

  • Assists Account Managers with client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. May have substantial direct contact with clients for open enrollments administration.

  • Conducts annual client compliance audits.

  • Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues

  • Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials.

  • Attend seminars and classes related to the department and to maintain L&D License.

  • Performs other duties as assigned and occasionally makes independent judgments subject to general supervisor support.

  • May provide informal leadership based on experience without official supervisory responsibility.

Knowledge, Skills, and/or Abilities:

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

  • Ability to work independently and anticipate client and team needs

  • Effective time management and decision making skills

  • Diligent follow up skills

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

  • Strong Microsoft Excel and PowerPoint skills

  • Commanding presentation and public speaking abilities

Education and/or Experience:

  • High School graduate (or equivalent) with more than 1 year of client service and/or industry experience.

Certificates, Licenses, Registration: None.

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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.


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Associate Consultant-Employee Benefits

National Financial Partners Corp.