Group Benefits Coordinator (Hybrid)

NFP; Indianapolis (IN); Hybrid; USD 51,000 - 60,000; Full time

Job summary

A leading financial services provider in Indianapolis is seeking a Client Support Coordinator. This support role involves assisting account management with various administrative tasks, such as data input, client communication, and document management. Ideal candidates will have skills in Excel and Salesforce, and a strong ability to work independently. The position offers a competitive salary ranging from $51,000 to $60,000, along with a hybrid work schedule.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Responsibilities

• Assist team in answering administrative questions from clients.
• Compile data for proposals and insurance plan analyses.
• Create and maintain client files in accordance with office procedures.
• Learn to do basic policy review and assist with problem resolution.

Skills

Intermediate experience with Excel

Salesforce proficiency

Effective time management

Clear written and oral communication

Diligent follow-up skills

Education

High School graduate or equivalent

Bachelor’s degree (preferred)

Tools

Microsoft Office Suite

Job description

Overview

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.

Summary: This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls and participate in special projects and training with the team that will assist in their learning and development. Hybrid work schedule 2-3 days per week.

Responsibilities

• Client Support and Communication

• Assist team in answering administrative questions from clients (i.e. ID cards, claim processing, membership, general benefit information).
• Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
• Assist Account Managers with implementation of new business and group application completion and processing as directed by the Account Manager.
• May assist team in scheduling meetings as their first client interaction.

• Data Compilation and Analysis

• Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results.
• Assist in research of questions regarding benefits and vendor/carrier products and services.
• Create and maintain a client calendar, to ensure completion of pending items and future deliverables.

• Document and File Management

• Create and maintain client files in accordance with office procedures.
• Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
• Assist Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.

• Policy Review and Problem Resolution

• Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services.
• Assist with problem resolution on claims, billing and eligibility issues with carriers.

• Administrative Support and Learning

• Assist Account Managers, Consultants, and others in the office with administrative duties.
• Attend seminars and classes related to the department and prepare for L&H License.
• Participate in training regarding carrier products and systems

Knowledge, Skills, and/or Abilities

• Intermediate experience with Excel and Salesforce required
• 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
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint

Education and/or Experience

• High School graduate or equivalent.
• Preferably a bachelor’s degree.

Certificates, Licenses, Registration

• License is generally not required at this level.

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. The base salary range for this position is $51,000 to $60,000. 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.

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.