Senior Benefit Coordinator

Who We Are
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:

This support role assists account management teams with administrative tasks and daily client service. The Senior Benefit Coordinator inputs data into spreadsheets and presentations, takes meeting notes, participates in projects and training, helps with onboarding new staff, supports junior coordinators, and aids in developing best practices.

• Client Support and Communication:
  • Assist team in answering administrative questions from clients (, 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, group application completion and processing
  • 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 spread sheeting 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
  • Maintain client data in Salesforce and assemble enrollment materials for clients
  • Assist Account Teams in preparation for client meetings: print and bind presentations, prepare agendas, review presentations for grammar, formatting and verification of rates/benefits
• Policy Review and Problem Resolution:
  • Learn to do basic policy review; gain understanding of basic industry concepts, 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 Life and Health insurance license
  • Assist with training plans for new staff, serve as a resource for junior Coordinators, and contribute to development of best practices
  • Participate in training regarding carrier products and systems

• 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
• Advanced knowledge in Excel and Power Point

• High School graduate or equivalent
• Preferably a bachelor's degree
• Minimum 6 months of experience in corporate benefits

License is generally not required at this level.

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $45,000 to $56,000. 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 is an inclusive Equal Employment Opportunity employer.