Client Service/Plan Manager, Disability & LTC Insurance (hybrid ATL or EST

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.

This role is on our Executive Benefits Team. NFP Executive Benefits is an administrator of executive benefits of supplemental disability and long-term care insurance for corporate clients. This role is central within the organization and you will be responsible for managing relationships with corporate clients and overseeing the billing, customer service, account management and data management of your assigned clients.  This is an outstanding opportunity for a motivated and energetic individual to make a meaningful contribution to a growing business while gaining valuable experience. NFP is a place where people with positive attitudes who value teamwork can excel. 

Position Summary:

Are you ready to be a key player in a dynamic, four-person team where your client-servicing expertise makes all the difference? We’re seeking a dedicated CSA (Plan Manager) to take the reins of ongoing administration for our Multi-life disability plans while providing vital pre-sale quoting and support to our sales team.

In this role, you will have an assigned book of business and you will forge meaningful relationships with clients and insurance carriers, ensuring plans run smoothly and accurately. Collaboration is key as you’ll work closely with the sales team to request and review quotes and put together sales presentations that drive success.

What sets you up for success?

• Outstanding verbal and written communication skills that build trust and convey clarity.
• A passion for delivering exceptional customer service.
• A team-oriented mindset that thrives in a collaborative environment.
• A curious and inquisitive approach to tackling challenges and uncovering opportunities.
• Ability to independently manage deadlines and priorities.

This is a full-time role with the flexibility of a low-in-office, hybrid schedule from our Atlanta, GA office. We will consider a remote opportunity for experienced candidates who can work on EST work hours.

Essential Duties and Responsibilities:

• Interact daily with Benefit / Human Resource contacts at small- to mid-sized corporate clients providing administration and client service support for their individual supplemental disability and long-term care insurance benefits.
• Coordinate annual enrollment and communication campaigns to executives of our corporate clients.
• Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns.
• Handle inquiries from eligible executives about the disability insurance being offered through our enrollments.
• Team with our IT Group to develop reports for our corporate clients.
• Interact daily with the Sales team to request disability and Long-Term Care quotes, check the accuracy of the quotes received and create a sales presentation for the Sales team.
• Coordinate with the carrier and broker to implement a sold case.

Knowledge, Skills, and/or Abilities:

• Knowledge and experience with Disability, LTC, Life or related products is preferred. We can train on products if the candidate can demonstrate account management/corporate client servicing and a desire for a career in Executive Benefits
• Excellent verbal and written communication skills
• Attention to detail
• A high level of accountability and ownership of work
• Ability to work on time-sensitive and deadline-driven directives 
• Resourcefulness and ability to consult with others to get a job done
• Strong ability to prioritize tasks and manage time
• A team-oriented, friendly collaborative attitude
• Fluency with Microsoft Office Suite with at least strong basic excel skills

Education/Experience:

• Bachelor’s Degree preferred. HS Diploma or equivalent and additional education/training required
• 2-3 years of Account Servicing or Corporate-level Customer Service experience required
• Experience working with disability and long-term care products preferred
• Proficiency with Microsoft Excel, Word, and PowerPoint required. Excel fluency should include formulas, queries, VLOOKUPs; pivot tables will be a plus
• Familiarity with other Microsoft Office products including Teams and Outlook preferred
• Excellent verbal and written communication skills and the ability to effectively communicate with Carriers, Client HR Teams, Sales Team, Team Members, others
• Excellent organizational skills and attention to detail with the ability to prioritize and manage a varied number of tasks simultaneously and follow up to completion

Certificates, Licenses, Registration:

Life and Health license with Long Term Care is preferred or can obtain within six months of employment (we will sponsor)

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 $48,000 – $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.