Benefits Sales Support Coordinator (Hybrid - Wallingford, CT)

{"description": " 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

This role supports PPI Benefit Solutions , a part of NFP. PPI is a service-first organization delivering end-to-end benefits administration services and technology with a strong focus on client and partner needs. To learn more, please visit: https://www.ppibenefits.com

Summary

The Benefits Sales Support Coordinator provides quoting, renewal, and administrative support to Account Executives and Account Managers, playing a key role in supporting new business and retaining existing clients. This position partners closely with brokers, carriers, and internal underwriting teams to ensure accurate, timely, and compliant delivery of benefit proposals and installations.

This is a full-time opportunity working a hybrid schedule, with three days per week in the office, based out of our Wallingford, CT location. The standard work schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. ET.

To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection

Essential Functions

• 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.

Knowledge, Skills & Abilities

• 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.
• Familiarity with group insurance and employee benefit products is strongly preferred.
• Knowledge of standard group underwriting concepts and practices is preferred
• 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.

Education & Experience

• Bachelor's degree or equivalent experience preferred.
• 1-2 years of experience in employee benefits, insurance, sales support, or a related field.

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 $43,000 to $60,000. 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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.", "salary_raw": "USD 43,000.00 - 60,000.00 per year"}