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.
Summary of Role:
NFP Executive Benefits designs benefit plans that address the retirement savings gap confronting most of today's higher-earning executives. We offer extraordinary benefit administration that supports the simplest to the most complex plan designs. At NFP, we work with our clients directly to provide industry-leading service and technology solutions for their non-qualified deferred compensation plans.
Use your Life Insurance, COLI or BOLI experience in this role to handle the administration of corporate-owned life insurance programs.
This is a full-time position working from our Atlanta, GA office. We are flexible in offering a hybrid schedule after sufficient training.
Essential Duties and Responsibilities:
- Administration of corporate-owned life insurance programs.
- Responsible for the accurate and timely preparation and delivery of a wide range of client deliverables and reports, such as cash value reports and benefit statements.
- Ensuring that administrative actions necessary to support our benefit and insurance plans are implemented in a timely, accurate, and professional manner.
- Knowledge and understanding of nonqualified benefit plans and an understanding of the basics of investments is a plus.
- Successful candidate will develop to become the front-line face of NFPEB to our corporate clients.
- COLI Policy Services: administration related to the support of the COLI Plans and your assigned clients. For example, but not limited to: death claims, cash value reporting, change of broker, surrender, owner and beneficiary changes, filings.
- Assistance with onboarding new COLI plans.
- Evaluation and storage of carrier rebalance confirmation statements.
- Rebalance cash value activities: system maintenance, monitoring and updates.
- Preparation and analysis of premium funding instructions, coordination with plan managers.
- Support broker dealer compliance activities
- Interaction with insurance company home office personnel
- Able to support other areas of the company as needed
Experience/Skills Required
- Able to work from our Atlanta, GA office
- Ideally 2-5 years of demonstrable knowledge and experience with life insurance products: Universal, Whole Life and/or Variable Life
- Bank Owned or Corporate Owned Life Insurance Industry experience is a plus
- Advanced proficiency in Excel, Word and Outlook
- Ability to communicate effectively, both orally and in writing
- Analytical and problem-solving skills. Critical thinking
- Exhibits a high degree of self-motivation and direction
- Ability to foster a strong sense of cooperation and teamwork throughout the organization
- Ability to accommodate travel when required-minimal travel
Education/Credentials
- Life and health license required upon hire
- Series 7 or 6 and 63 preferred or able to obtain such licenses within a year of hire
- Bachelor's degree or additional training/education preferred
- HS Diploma or equivalent is required
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.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
NAAIA2024
