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: https://www.NFP.com.

JOB SUMMARY:

This position is responsible for providing a high level of support to the Health and Welfare Trust Fund team. The position will require coordinating data and quotes with alternate vendors on behalf of the team, while maintaining data integrity and electronic file system organization. We expect that over time the Trust Fund Analyst will be autonomous in managing their day-to-day functions, while maintaining the ability to work with the team. They should be able to manage a workload of varying volume based on deadlines, and work with technical reports on a regular basis.

ESSENTIAL FUNCTIONS:

• Use client data to market lines of coverage of varying complexity to vendors and third parties upon request from the account team. Work with TF Data Analyst to gather required data documents for RFPs.
• Maintain team data integrity through organization and electronic records management.
• Assist with coordination for the account team to assemble client presentation materials in advance of meetings, allowing time for team review and revision, as needed.
• Responsible for intra-team communication regarding TF meeting follow up and post meeting agenda items.
• Become familiar with modern trends in the industry, such as new drugs and procedures arising in healthcare, and cost containment methods to manage rising healthcare costs.
• Assist the team to produce monthly newsletters for clients related to general health information and policy updates as needed.
• Manage the Renewal/Marketing Process including but limited to:
• Gather vendor information and/or information from clients for marketing purposes
• Work with TF Data Analyst to gather required data documents for RFPs.
• Organize census data
• Prepare RFP (request for proposal) and send to carriers
• Participate in other work of Salus Consulting where volume or absence warrants, such as ad hoc reporting, special projects, and working cohesively with other departments.

PERFORMANCE EXPECTATIONS:

• Utilize proficient organizational skills and attention to detail in performing job functions.
• Must be self-motivated, extremely organized and detail oriented.
• Must have the ability to handle multiple responsibilities in a fast paced, client-focused, deadline-oriented environment.
• Develop effective relationships with third party administrators and carrier contacts.
• Maintain confidentiality and HIPAA compliance with all client information obtained in the course of work.
• Strong oral and written communication skills required to project professionalism.

REQUIRED QUALIFICATIONS:

• Positive attitude and willingness to learn are non-negotiable.
• Preferred knowledge regarding Employee Benefits.
• Bachelor’s degree preferred.
• Effective communication skills required, with mathematical aptitude preferred.
• Ability to work independently and part of a team in stressful situations.
• Effective interpersonal and presentation skills.
• In-depth experience and proficiency with Microsoft Office products, specifically Word, Excel and PowerPoint.

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 $46,000 to $75,000. 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.