Insurance Operations Specialist

1 week ago


Warrington, Pennsylvania, United States NFP, an Aon company Full time
About the Role

NFP, an Aon Company, is a leading insurance broker and consulting firm that provides employee benefits, specialized property and casualty, retirement, and individual private client solutions through our licensed subsidiaries and affiliates.

We are seeking a highly skilled Life Insurance Specialist/Coordinator to join our team. As a key member of our servicing team, you will be responsible for assisting with the implementation of new life insurance policy purchases for executive clients.

Key Responsibilities
  • Policy Implementation: Ensure that policies are implemented in a timely, accurate, and professional manner.
  • Nonqualified Benefit Plans: Knowledge and understanding of nonqualified benefit plans and an understanding of the basics of investments is a plus.
  • Administration: Administration could include, but not limited to: change of broker, surrender, owner and beneficiary changes.
  • Compliance: Meet broker dealer compliance requirements.
  • Support: Able to support other areas of the company as needed.
Requirements
  • Experience: Experience with life or other insurance processing, operations, and administration is highly preferred.
  • Organizational Skills: Must have demonstrated strong organizational skills and takes the initiative on follow through.
  • Technical Skills: Proficiency with MS Office Suite, with basic MS Excel fluency.
  • Communication: Ability to communicate effectively, both orally and in writing.
  • Critical Thinking: Analytical, apply critical thinking and problem-solving skills.
  • Self-Motivation: Exhibit a high degree of self-motivation and direction. Able to pivot quickly on changing priorities.
  • Teamwork: Ability to foster a strong sense of cooperation and teamwork throughout the organization.
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.



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