Director of Plan Administration

NFP, an Aon company; Phoenix (AZ); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k) match

Health & wellness programs

Vacation and sick days

Paid holidays

Résumé du poste

The Hebets Company, an NFP Company, is seeking a detail‑oriented client workflow coordinator to manage day‑to‑day deliverables for executive benefits programs. You will work with internal teams, clients, and partners to maintain calendars, provide project direction, and ensure timely, accurate results in line with client goals.

The ideal candidate has 2–4 years of experience with executive benefits and split‑dollar life insurance, and proficiency in SmartOffice and Salesforce, Microsoft Office,

Qualifications

• 2–4 years of experience in executive benefit plan administration and life insurance policy modeling.
• Ability to manage client deliverables and calendars.
• Excellent communication and organizational skills.
• Ability to work with internal teams, clients and partners to meet client goals.

Responsabilités

• Manage day-to-day client deliverables and task calendars.
• Provide direction on projects and maintain communication between all parties.
• Attend staff meetings and act as liaison between Plan Management and other departments.
• Follow up on client service administration and ensure deadlines are met.

Connaissances

Executive benefits knowledge

Project management

Communication skills

Organizational skills

Attention to detail

Multi-tasking

Outils

SmartOffice

Salesforce

Microsoft Office

Life insurance illustration software

Description du poste

The Hebets Company, an NFP Company, is the national leader in providing compensation and benefits consulting around the country for over 45 years. Jim Hebets is recognized in 2025 by Forbes as the #1 Top Financial Security Professional. Our servicing is centered around our proprietary model, The Value of Voice. NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.

Our organization is looking for an individual to manage the internal workflow of our clients once they are handed off from case design. This person will work with both the internal team as well as the client and any external partners, as needed. Your purpose, will be to manage the day-to-day client deliverables, manage the task calendar, provide direction on projects, maintain communication between all parties, and deliver client work in a timely and accurate fashion to meet the strategic client goals for their programs. This includes the ability to provide clear and concise communications and manage client deliver calendars. The candidate should have 2-4 years of experience in managing executive benefits and split-dollar life insurance plans, as well as running split-dollar inforce illustrations.

This role will require being proficient with CRM databases (SmartOffice and Salesforce), Microsoft Office Suite, and carrier life insurance illustration software. You will also need to have extensive skills in sophisticated executive compensation plan design, be self-motivated and able to work with limited supervision. Having great organizational skills and being able to multi-task is essential. In addition, following up on all client service administration and attending staff meetings to serve as liaison between Plan Management and other departments.

Essential Functions:

• Excellent communication & impeccable organizational skills
• Not easily frustrated
• Time management
• Detail oriented
• Analytical & strategic thinker
• High process skills
• Willing to do what’s needed to meet a client deliverable
• Anticipate what is needed.
• Communicate within our Organization’s format (Fact/Facts, Feeling Facts, Goals and Action Items)
• Follow-up with Team Members to ensure tasks are being completed with deadlines
• Other duties and responsibilities as assigned by leadership

Knowledge Base:

• Proficient in executive benefit plan administration, split-dollar insurance, and insurance illustration software
• Knowledge of insurance company transactions and underwriting procedures
• General knowledge of estate planning and wealth management a plus
• Computer and office equipment experience, including word, excel & database entry
• Attention to detail and accuracy of work are imperative
• Must be dependable and flexible in changing priorities with the ability to handle multiple tasks
• Good communications skills with ability to speak to staff and advisors clearly and concisely
• Ability to apply commonsense, understanding and carry out detailed but uninvolved written or oral instructions

Work Experience:

• 2-4 years of experience in executive benefit plan administration and life insurance policy modeling
• A plus would be experience in plan communications and educational materials

What We Offer:

We're proud to offer a competitive salary, vacation time, sick days & 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. The base salary range for this position is $65,000 – $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.