TPA Project Coordinator

NFP; Appleton (WI); Remote; Full time

Job summary

NFP seeks a TPA Project Coordinator for a temporary virtual position. Responsibilities include organizing client records and assisting with various projects to support the Central Team. Ideal candidates will have strong communication skills and attention to detail.

Benefits

Competitive Salary

PTO & Paid Holidays

401(k) with Match

Health & Wellness Programs

Qualifications

• Ability to work independently and in a team environment.
• Ability to work on multiple projects concurrently.

Responsibilities

• Scan and catalog reports from external retirement plan vendors.
• Assist with projects to standardize procedures for Defined Contribution.

Skills

Communication

Attention to Detail

Time Management

Education

Strong Working Knowledge of Microsoft Outlook

Strong Working Knowledge of Microsoft Excel

Strong Working Knowledge of Microsoft Teams

Strong Working Knowledge of Microsoft Word

Job description

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.

NFP is seeking a TPA Project Coordinator.

This is a temporary position working with NFP’s Third-Party Administration Team. The temporary position will be virtual and will work primarily with the Central Region on a variety project related to our SharePoint site and nationalization efforts.

The position requires day to day work with a variety of internal NFP systems and vendor retirement plan vendor sites to assist in cataloging, organizing and realigning client and plan participant records to comply with PII standards for data security.

Essential Duties & Responsibilities:

· Scan and catalog reports from external retirement plan vendors and proprietary systems in SharePoint to archive client and plan participant records

· Assist with a variety of projects to standardized procedures and operating systems for our Defined Contribution to support our Central Team members located across the country

Knowledge, Skills, and/or Abilities:

· Ability to express ideas clearly and succinctly in both written and verbal communications

· Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit

· Exceptional attention to detail and time management skills

· Ability to work on multiple projects concurrently and prioritize

Education and/or Experience:

· Strong Working Knowledge of Microsoft Outlook, Excel, Teams and Word

· Ability to communicate and interface effectively, efficiently and professionally with internal team members, external NFP vendors

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, walk and carry materials weighing 10-20 lbs. Specific vision abilities required by this job include close vision and distance vision.

What We Offer

NFP is 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 hourly wage for this position is $15 an hour. 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.