What are the responsibilities and job description for the Senior Sales Coordinator (Employee Benefits) position at Careers?
Who We Are
NFP, an Aon Company, is a multi-year 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 Corporate Services (OK), Inc. is looking for a Senior Sales Coordinator. The Senior Sales Coordinator assists with sales with marketing prospective clients with carrier partners, serves as a liaison with service. This position may have significant direct client contact and may train and supervise other staff as needed.
Essential Duties and Responsibilities:
- Assists producers with sales of Benefits insurance to prospective clients by interpreting specifications for new business. Uses well-developed knowledge of different coverage to prepare materials for the producers’ presentations to prospective clients.
- Assists producers with marketing coverage with carriers and may have substantial dealing with clients directly to explain details and gather information.
- Trains and supports department staff as necessary.
- Occasionally exercises independent judgment subject to general supervisor support.
- May provide informal leadership based on experience without official supervisory responsibility.
- Maintains and updates CRM system with accurate sales data.
- Manages and engages in industry and prospect events, such as conferences and support marketing efforts pre and post events.
- Coordination with sales team to ensure sales targets and deadlines are met.
- Assists Maintain agency carrier appointments and producers’ licenses.
- Assists with onboarding documents, BOR and internal system setup
- Assists with Scheduling Onboarding calls with new client once assigned
- Creates Prospect Presentation and new client landing pages
- Completes Due Diligence Analysis
- Collects and loads data for benchmarking within Connect
- Performs other duties as assigned.
Knowledge, Skills, and/or Abilities:
- Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
- 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.
- Strong Microsoft Excel and PowerPoint skills.
Education and/or Experience:
- High School graduate (or equivalent), BA/BS preferred with more than 3 years of directly related industry experience.
Certificates, Licenses, Registration: None.
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 $60,000 to $68,000. 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.
Salary : $60,000 - $68,000
