Benefits Sales Support Coordinator (Hybrid – Wallingford, CT)
NFP, an Aon company, is a recognized leader in Business Insurance, offering consultative solutions to address complex challenges. The Benefits Sales Support Coordinator plays a crucial role in supporting Account Executives and Managers by providing quoting, renewal, and administrative support, ensuring accurate and timely delivery of benefit proposals and installations.
Responsibilities
- Coordinate the marketing and quoting of life, disability, worksite, dental, and medical benefit coverages with designated carriers
- Prepare and submit RFQ packages to internal underwriting teams and external carriers; serve as the primary point of contact for RFQ-related questions and follow-ups
- Analyze, input, and maintain accurate sales and financial data in the Case Management Tool (CMT), including tracking status, sold groups, and inactive files
- Prepare and distribute customized spreadsheets, proposals, and renewal materials using Microsoft Word and Excel
- Prepare paperwork for sold case installation and coordinate enrollment materials to support timely implementation
- Communicate with brokers and sales partners to ensure installation and amendment expectations are met
- Perform initial rate calculations using the internal/external software for life, disability, dental and medical coverages
- May deliver renewals for assigned accounts and, for smaller clients, serve as an internal account management resource
- Participate in special projects and other related duties as assigned
Skills
- Strong attention to detail with the ability to maintain accuracy
- Ability to manage multiple priorities with limited direction, using sound judgment and organization skills
- Effective written and verbal communication skills
- Proficiency with Microsoft Office, particularly Excel and Word
- General math and basic analytical skills
- Ability to handle confidential information with discretion
- Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company's Statement of Business Practices, Affirmative Action, Diversity and other standards
- Actively cooperate and interact with all entities of NFP
- Coordinate the marketing and quoting of life, disability, worksite, dental, and medical benefit coverages with designated carriers
- Prepare and submit RFQ packages to internal underwriting teams and external carriers; serve as the primary point of contact for RFQ-related questions and follow-ups
- Analyze, input, and maintain accurate sales and financial data in the Case Management Tool (CMT), including tracking status, sold groups, and inactive files
- Prepare and distribute customized spreadsheets, proposals, and renewal materials using Microsoft Word and Excel
- Prepare paperwork for sold case installation and coordinate enrollment materials to support timely implementation
- Communicate with brokers and sales partners to ensure installation and amendment expectations are met
- Perform initial rate calculations using the internal/external software for life, disability, dental and medical coverages
- May deliver renewals for assigned accounts and, for smaller clients, serve as an internal account management resource
- Participate in special projects and other related duties as assigned
- Familiarity with group insurance and employee benefit products is strongly preferred
- Knowledge of standard group underwriting concepts and practices is preferred
- Bachelor's degree or equivalent experience preferred
- 1–2 years of experience in employee benefits, insurance, sales support, or a related field
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
Company H1B Sponsorship