- Respond quickly and accurately to client and carrier questions and work to resolve any issue or problem, bringing in senior staff as required
- Manage, track, and communicate project status internally and externally ensuring that projects are meeting deadlines and client teams are aware of issues impacting successful execution
- Review client financial data and draft financial reports/projected costs with oversight by senior team members
- Participate in client calls/meetings, including taking notes and ensuring follow-up, as required
- Collaborate with all team members and across the organization on projects as needed with multiple project leads
- Build and maintain solid working relationships with clients, insurance carriers/vendors and co-workers
- Assist with the drafting, management, review, and analysis of RFPs
- Assist with the development of benchmarking analyses and client-ready reports
- Assist with diligence projects, including drafting data requests, monitoring the data room, and tracking data received
- Draft client-ready emails, memos, and presentations for review by senior staff
- Assist with all aspects of client meeting preparation and attend meetings, as required
- Coordinate new carrier business, including reviewing paperwork for accuracy and managing towards critical milestones
- Assist with Stop-loss Center of Excellence
- Additional duties, as assigned
- Strong technical and financial acumen with ability to analyze and interpret data
- Strong writing skills with ability to correspond and present in a clear, concise, and persuasive manner
- Work collaboratively in a team environment and with colleagues of all levels
- Ability to multitask and effectively prioritize projects and thrive in a fast paced, high-pressure environment
- Self-review work for accuracy and brand adherence
- Service-oriented mentality with ability to uphold firm's reputation for responsiveness
- Use feedback to develop skill sets
- Excellent organizational skills and attention to detail
- Strong critical thinking skills
- Positive attitude and self-starter
- Strong Microsoft Excel and PowerPoint skills
- Ability to travel
- Four-year College or University Degree
- Up to 2 years of work or industry experience preferred but not required
- Life, Accident and Health License required; must be obtained within 90 days of employment
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Associate Consultant-Employee Benefits - Norwell, United States - NFP
Description
Who We AreAlterity is a leading consulting firm that offers advisory services designed to meet the unique needs of private equity firms, employer groups, HR outsourcing organizations (PEO and ASO), and brokers. We help clients navigate the constantly evolving landscape of employee benefits and insurance. Alterity Group is a wholly owned subsidiary of NFP Corp.
Summary: This is a full-time position that requires the associate consultant to regularly collaborate with and provide support for clients and team members to meet clients' and organizational needs. This team member will be responsible for a wide spectrum of duties including, but not limited to, drafting and review of ongoing client deliverables, data collection and analytics, carrier and client interfacing for data collection, issue resolution and general project management.
Essential Duties and Responsibilities:
NFP is a seven-time 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. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
NFP and You... Better Together
NFP and Alterity Group is an inclusive Equal Employment Opportunity employer.
