NFP, an Aon company is Hiring a Remote (Remote) WellCents Coordinator
WELLC011736_2 Who We AreNFP, 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 Retirement, Inc. is looking to hire a WellCents Coordinator.This position has the opportunity to work on a remote schedule.Job Description
Handles all support functions for client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in incoming calls and emails
Manages meeting input and availability in the RPAG system
Schedules ad hoc meetings for employee with their assigned Financial Professional as needed. This includes tracking receipt of meeting summaries and accurately inputting data into client records
Supports team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments
Produces promotional materials for scheduled events. This will include email campaigns, flyers and other materials as needed by clients
Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi-weekly status calls and ongoing oversight of each client’s financial wellness program
Other program related tasks as needed
Competencies
Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements
Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues
What We OfferNFP 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 base salary range for this position is $36,000 – $62,000. 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.