Post job

Momenta Inc. jobs in Huntsville, AL

- 44 jobs
  • HR Manager

    Momentum 4.6company rating

    Momentum job in Huntsville, AL

    Job DescriptionSalary: Welcome to the MOMENTUM Family! MOMENTUM is not just our company name; it is the highest value we deliver to our customers. We are a rapidly growing technology solutions company delivering innovative technology, engineering, and intelligence solutions across the DoD sector. The efforts of our high-capacity team ultimately strengthen our Nation and the warfighter. Our team is dispersed throughout the US, which means we value the diversity and unique collaboration fostered throughout our team. We work incredibly hard for our customers and believe deeply in our core values. We're a high-energy, high-growth team and we love to win. HR Manager The HR Manager will lead and direct the routine functions of the Human Resources (HR) department to include recruiting, hiring, interviewing, administering pay, benefits, and leave, and enforcing company policies and practices. In this role, you will: Recruits, interviews, hires and trains new employees for the organization. Oversees the daily workflow of the department. Provides constructive and timely performance evaluations. Handles discipline and termination of employees in accordance with company policy. Partners with the leadership team to understand and execute the organization's human resource and talent strategy particularly as it relates to current and future talent needs, recruiting, retention, and succession planning. Provides support and guidance to management, and other staff when complex, specialized, and sensitive questions and issues arise; may be required to administer and execute routine tasks in delicate circumstances such as providing reasonable accommodations, investigating allegations of wrongdoing, and terminations. Manages the talent acquisition process, which may include recruitment, interviewing, and hiring of qualified job applicants, particularly for managerial, exempt, and professional roles; collaborates with departmental managers to understand skills and competencies required for openings. Analyzes trends in compensation and benefits; researches and proposes competitive base and incentive pay programs to ensure the organization attracts and retains top talent. Creates learning and development programs and initiatives that provide internal development opportunities for employees. Oversees employee disciplinary meetings, terminations, and investigations. Maintains compliance with federal, state, and local employment laws and regulations, and recommends best practices; reviews policies and practices to maintain compliance. Maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources, talent management, and employment law. Performs other duties as assigned. Support & Maintain our HUBZone Program and employees and make sure our HUBZone numbers are met. If you're right for this role, you have Excellent verbal and written communication skills. Excellent recruiting skills pertaining to cleared personnel. Excellent interpersonal, negotiation, and conflict-resolution skills. Excellent organizational skills and attention to detail. Excellent self-starter and attitude. Strong analytical and problem-solving skills. Ability to prioritize tasks and delegate them when appropriate. Ability to act with integrity, professionalism, and confidentiality. Thorough knowledge of employment-related laws and regulations. Proficient with Microsoft Office Suite or related software. Proficiency with or the ability to quickly learn the organization's HRIS and talent management systems. Education and Experience: Bachelor's degree in Human Resources, Business Administration, or related field required. 5+ years of human resource management experience SHRM-CP or SHRM-SCP is required. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to access and navigate each department at the organization's facilities. To learn more about us, check out our website at ******************** MOMENTUM is an EEO/M/F/Veteran/Disabled Employer: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Accommodations: Consistent with the Americans with Disabilities Act (ADA) and Alabama civil rights law, Momentum's policy is to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please include a request when applying.
    $54k-77k yearly est. 25d ago
  • Software Developer II

    Momentum 4.6company rating

    Momentum job in Huntsville, AL

    Welcome to the MOMENTUM Family! MOMENTUM is not just our company name; it is the highest value we deliver to our customers. We are a rapidly growing technology solutions company delivering innovative technology, engineering, and intelligence solutions across the DoD sector. The efforts of our high-capacity team ultimately strengthen our Nation and the warfighter. Our team is dispersed throughout the US, which means we value the diversity and unique collaboration that's fostered throughout our team. We work incredibly hard for our customers and believe deeply in our core values. We're a high-energy, high-growth team and we love to win. Software Developer II This Software Developer III will be responsible for designing, maintaining, and implementing Government Off The Shelf (GOTS) software designed around a specific set of requirements or to use particular methodologies required to meet specific procedural requirements. The SD II shall design software tools that include system calls to other third-party tools and utilities specified. The SD II shall design, maintain, and implement original software applications from a high level, non-specific set of concepts provided by the government. SD II shall develop software, and application of large and complex software and systems, and web-based query and reporting systems. In this role, you will: Know multiple programming languages that are necessary to meet a diverse set of requirements. The Contractor must be familiar with a variety of scripts, programming languages, and operating systems. Examples of relevant computer programming languages currently used to design and deploy components include, but are not limited to: Must possess a diverse set of programming language including: C# PowerShell Angular (Vue, React, or Ember may be applicable in lieu of Angular experience, depending on level of experience) ASP.NET .NET Core* MS SQL XML Windows Presentation Foundation (WPF) HTML JavaScript Microservices Architecture Entity Framework* Jira*, Git*, Git CI/CD* Identifying technical strategies to interconnect disparate software applications by authoring original software programs Designing and authoring original software applications from a high level, non-specific set of concepts provided by the government Writing programs that achieve a desired outcome or workflow from nothing more than observation of desired outcomes, workflows, or from vague original concepts Producing specifications and design documentation including: Process Flow, Class Diagrams, Sequence Diagrams, Physical Architecture. System and Web Service Interface Specifications Data Dictionary Data Model Creating project work estimates Implementing solutions and identify operational or management issues System designing, policy development, and database development and management, and user interface development. Utilizing available Commercial Off The Shelf (COTS) software to the maximum extent practicable in designing software applications, avoiding implementation of a proprietary system. Knowledge of Information Security Systems (ISS) and security standards of Sensitive but Unclassified (SBU) and classified data. Knowledge of current Federal Information Security Management Act of 2002 (FISMA). Preferred Skills are also listed below: Experienced deploying container-based solutions. HTML JavaScript Microservices Architecture Minimum Education: Must have four (4) year college degree in software development or computer science, and five (5) years' experience of software development, or in lieu of education ten (10) years. If utilizing in lieu of education, all experience must be at or above the position level described. An active Top Secret clearance is required, and a CI poly will be conducted and is reoccurring. Please ensure they understand that sometimes other entity's polys are not accepted. Position is 100% on site. That the core hours are 9AM-3PM local time, support time is 6AM-6PM (M-F) local time, there is no option for 9/80 schedule or to be remote. Some of the team is off site from Quantico; located at Huntsville, so candidate must be able to thrive in that type of environment. Must be senior level, proactive, disciplined, and have leadership traits - this person is the last line of defense for troubleshooting issues or the person to supply that high level of critical thinking for the team. To learn more about us, check out our website at ******************** MOMENTUM is an EEO/M/F/Veteran/Disabled Employer: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Accommodations: Consistent with the Americans with Disabilities Act (ADA) and Alabama civil rights law, it is the policy of MOMENTUM to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please include request when applying.
    $64k-83k yearly est. 42d ago
  • Senior Project Manager- Water Resources

    Alexander Associates Technical Recruitment 4.2company rating

    Chantilly, VA job

    A leading civil engineering firm is seeking a dynamic Senior Project Manager to help guide a high-performing Water Resources team in Northern Virginia. If you're passionate about stormwater systems, floodplain analysis, dam safety, and navigating complex regulatory environments, this role offers the opportunity to shape impactful infrastructure projects across the region. What You'll Do Lead and review stormwater, floodplain, and dam-related designs and models Oversee QA/QC for plans, reports, and permit submissions Manage clients, project schedules, scopes, and budgets Mentor engineers and coordinate with internal teams, partners, and regulators Support proposals, contract amendments, and business development efforts What We're Looking For 10+ years of relevant experience Bachelor's degree in civil engineering (or related field) Professional Engineer (PE) license in Virginia Strong communication, organizational, and leadership skills Proficiency with H&H modeling tools (HEC-RAS, HEC-HMS, HY-8, Flowmaster, etc.) Bonus Skills Experience with GIS (ArcMap or similar) Experience with AutoCAD Only those with proof of right to work in the US should apply for this role. Apply today or get in touch for more information.
    $107k-157k yearly est. 1d ago
  • Executive Assistant, Insurance Brokerage (hybrid, Austin, TX)

    NFP 4.3company rating

    Austin, TX job

    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: ******************** This Executive Assistant role (EA) will support a Managing Director and his team. As the EA, you will be responsible for performing a wide variety of complex, diverse, sensitive and confidential administrative functions while providing overall support and information management. This is an experienced-level role for a career-directed EA, who can demonstrate professional gravitas with executives and clients. This is a full-time position working from our Austin, TX office. We are flexible in offering a hybrid schedule with 3-4 days in the office-REQUIRED (other days from home), after sufficient training. Essential Duties and Responsibilities: Manage heavy, complex and frequently changing schedules for executive(s), keeping their calendars, and coordinating various company and team meetings, and also meetings with outside companies, carriers, etc. Work closely with the team as well as our firms, carriers, etc. This includes preparing/gathering documents and all logistics of meetings. Schedule internal and external meetings and coordinates logistics for meetings/lunches. Reserve meeting space and preparing the conference room with audio-visual technology as required, as well as any meals needed. Prioritize and answer and respond to phone calls, communicate messages and information for the executives. Responsible for handling all aspects of Advisory Board meetings, calls, and helping with various study group and carrier meetings as well. Arrange corporate travel and meetings by developing itineraries and agendas, booking transportation, and arranging lodging and meeting accommodations. Perform all duties pertaining to the meeting. Compile and help modify presentations, spreadsheets and other various documents as requested. Process invoices, and maintain various records, documents, expense reports, etc. Handle all confidential business matters and work independently on special assignments. Handle personal matters, minimally and as necessary. Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus and teamwork. Provide a bridge for smooth, accurate communication between the executives and internal departments and to the firms; demonstrating leadership to maintain credibility, trust and support. Actively coordinate with other administrative support team associated with NFP Austin. Other duties as assigned. Knowledge, Skills, and/or Abilities. To perform this job successfully, must be able to perform each essential duty satisfactorily: Essential Duties and Responsibilities/Key Competencies: Must be able to work from our Austin, TX office as required. Must have flexibility on work hours and schedule to accommodate urgencies/priorities. Must be an advanced user in Microsoft Outlook, Word, and PowerPoint-you will take the lead on creative presentation, including applying graphs, tables, etc. Stong intermediate proficiency with Excel. Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information. Demonstrated coordination of multi-state travel and agendas, complex meeting arrangements and calendar management. Be a self-starter and can make sound independent decisions. Ability to successfully interact with a variety of people/personalities. Detail-Oriented: Someone who pays attention to the details and can make connections between cause and effect and can forecast needs. Strong Communication Skills: Someone who can effectively communicate both verbally and in writing. Results Orientation: Someone who is bottom-line oriented and knows how to steadily push themselves and others for results. Organizational Skills: Knows what is important and can prioritize accordingly. Establishes priorities systematically with the ability to differentiate between urgent, important and unimportant. Strong multitasking skills are essential for success. Organizational Awareness: Someone who is perceptive can pick up on nuances in group interactions. Has the confidence & courage to surface conflicting agendas and align them with business objectives. Adaptable: The ability to manage multiple priorities, have comfort with quick-changing deliverables and remain resilient in times of uncertainty. Team Player: Must have an eagerness to learn and to support. Confidant: Must have the ability to interact diplomatically and professionally, while maintaining the highest level of confidentiality and being able to assess what is confidential. Education and/or Experience: A minimum of three years' experience as an Executive Assistant supporting one or more executives; ideally in a corporate, small-business or financial services industry A bachelor's degree or some college or professional certifications is a plus. English major or Business Writing a plus 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. The base salary range for this position is $80,000 - $90,000. 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.
    $80k-90k yearly 57d ago
  • Senior Associate, Client Service

    NFP 4.3company rating

    Westport, CT job

    Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Job Responsibilities: · Develop and maintain strong relationships with clients, advisors and other team members across the firm. · Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc. · Manage distribution/receipt of clients' paperwork. · Answer phone calls, resolve issues, and/or take messages as needed. · Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc. · Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork. · Prepare client letters/emails as needed. · Assist advisors with scheduling client meetings and calendar management. · Confirm appointments directly with clients, via email and/or phone. · Manage complex client needs. · Acts as a mentor/trainer for new team members. · Perform other duties as and when needed. Qualifications: · College degree (preferred). · Minimum five years of directly related industry experience; experience in financial planning and/or the securities industry (helpful). · Numerical accuracy and attention to detail (required). · Ability to prioritize tasks and work in a team environment. · Desire to learn, be resourceful, and think outside the box. · Professional appearance and manner. · Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus. · Continuously exhibits personal integrity and professional initiative and a personable attitude. 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 $88,000 to $104,000. 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 and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
    $88k-104k yearly 60d+ ago
  • Client Success Coordinator (Future Opening)

    NFP 4.3company rating

    Chesterfield, MO job

    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: ******************** Position Overview: As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position involves close collaboration with analytics, consultants, and external partners to optimize prescription benefit programs and ensure the seamless integration of clinical initiatives. Principal Duties and Responsibilities / Essential Functions: Specialty Copay Assistance Program (SCAP) - facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds. Patient Assistance Program (PAP) - helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS). Individual Medication Management (IMM) - identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho. Reporting - management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes. Data Integrity - management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors. CRM Management - maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client. AI Alert Emails - weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization. Case Management - collaboration with PBM partners to resolve escalated member issues, plan issues, reporting issues, etc. 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 $41,000.00 - $50,000.00. 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.
    $41k-50k yearly 60d+ ago
  • Sales Assistant / Customer Service

    Beyond International 4.1company rating

    Sugar Land, TX job

    - Assist the sales team in achieving sales targets and goals - Conduct market research to identify potential customers and market trends - Support the sales team in generating leads and prospecting new clients - Assist with the preparation of sales presentations and proposals - Maintain and update customer databases and CRM systems - Provide excellent customer service and handle customer inquiries or issues - Collaborate with internal teams to ensure smooth order processing and delivery - Assist with account management activities, including upselling and cross-selling - Attending trade shows in order to build and promote business as needed Experience: - Previous experience in sales or customer service is preferred - Strong communication skills, both written and verbal - Ability to work independently as well as part of a team - Excellent organizational skills and attention to detail Join our dynamic sales team and contribute to our business development efforts. As a Sales Assistant, you will play a crucial role in supporting our sales team, conducting market research, assisting with account management, and providing exceptional customer service. If you have a passion for sales, technology, and delivering excellent customer experiences, we want to hear from you! Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Job Type: Full-time Benefits: Health insurance Schedule: 8 hour shift Monday to Friday Work Location: In person
    $28k-36k yearly est. 32d ago
  • Office Coordinator

    NFP 4.3company rating

    West Hartford, CT job

    Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** The Office Coordinator works in an environment that is centered on teamwork and demonstrates our core values - “Passion for the client”, Own it” and “I have your back”. The primary responsibility for this role is scheduling client meetings, answering incoming calls and providing critical administrative support to the office. Responsibilities: Phones (Ring Central) Responsible for updating holiday hours, auto attendant as necessary. Backup for phone identified whenever not available. Office administrator for the phone system - fixes, updates, liaison to corporate office Clients Works with Advisor teams and CRM to proactively schedule calls/meetings Coordinates any breakfast/lunch/dinner plans and reservations for client meetings as applicable. CRM maintenance - tracks all meetings and uploads all related notes; either performs or assigns noted tasks to team members as appropriate. Updates CRM with lead, opportunity, and relationship information Makes client updates as applicable across applicable systems, i.e. address/email/phone Client birthday and holiday communications Provide login assistance to clients. Provide administrative support for clients, Advisor and CSA teams for scanning, digital filing, printing, shredding and typing Paperwork & Mail CRM - initiate tasks in CRM for all client paperwork Use SharePoint to electronically file paperwork, and email to appropriate team member for processing, supported by CRM task Blotter all incoming checks; deposit all mailed checks directly at the custodian Scanning, faxing, mailing for the office Receive and dispatch mail/UPS/faxes (mail goes down by noon for the day) Process all outgoing UPS shipments and monitor/track returning UPS shipments Office Functions Office equipment maintenance, office supply ordering, inventory maintenance and supply room organization Liaison to building management and NFP for facilities issues New employee onboarding assistance as needed Office and event coordination Liaison with corporate marketing for events and community involvement Mass Mailings: such as Quarterly Performance Reports, holiday and birthday cards, new Client thank you letters and gifts Qualifications Bachelor's degree preferred Minimum two years of relevant work experience Numerical accuracy and attention to detail a must Ability to prioritize tasks and work in a team environment Professional appearance and manner Strong written and verbal communication skills Experience with Salesforce CRM preferred Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. We're part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who 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. 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 $38,000 - $65,000. 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 and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
    $38k-65k yearly 60d+ ago
  • Sr. Support Analyst

    NFP 4.3company rating

    Windsor, CT job

    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: ******************** Summary: This role is primarily responsible for the oversight of NFP's MGA business in the areas of support, training, implementation, development, analysis, and standardization. In doing so would serve as a key role in supporting our day-to-day operational and implementation teams by fostering positive and collaborative relationships between vendor & carrier partners, NFP leadership, the MGA support team and its end users. Key duties include managing the support team and partnering with the implementation team on new agency onboards and adoption of new integrated applications and optimization of existing platforms. Additional responsibilities include assistance with questions and requests from field offices that may flow through the MGA Help Desk, lead meetings, support training needs, and special projects. Essential Duties and Responsibilities: MGA Business Support Provide structure and guidance to the current and future NFP MGA programs as a subject matter expert. Manage support team that serves all MGA users. Ensure the established support workflows and SLAs are achieved. Govern the development of the knowledge base library associated with MGA management and integrated systems and other supporting workflows. Foster relationships with MGA carrier partners to identify their custom reporting needs. Manage, maintain, upgrade, and deploy solutions based on organizational requirements for MGAs within the digital eco systems. Lead testing efforts of configuration, manage user testing, and other changes in IMS and other MGA integrated systems to ensure positive outcomes. Create and execute plans to identify opportunities routinely and continuously for improvement of existing support model and processes of MGA Support. Facilitate meetings with internal and external stakeholders on all things MGA Systems. Implementation Support Serve as subject matter expert to implementation lead relative to MGA integrated systems. Provide support to training efforts through document production and delivery of instruction as needed with MGA integrated systems. Establish and maintain effective cross-collaboration with the MGA business, and carrier and vendor partners throughout the onboarding process to ensure successful deployment. Collaborate with NFP Implementation Lead to evaluate options and define standards for engagement of new integrated applications and develop an implementation playbook for future deployments Assist with related special projects, such as mapping, work order creation, business requirement documentation, report development, gap analyses and other initiatives as assigned by management. 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 $61,000.00-$92,000.00. 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.
    $61k-92k yearly 60d+ ago
  • Benefit Coordinator

    NFP 4.3company rating

    Austin, TX job

    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: ******************** Summary: This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls and participate in special projects and training with the team that will assist in their learning and development. Essential Duties and Responsibilities: Client Support and Communication: Assist team in answering administrative questions from clients (i.e. ID cards, claim processing, membership, general benefit information). Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager. Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager. May assist team in scheduling meetings as their first client interaction. Data Compilation and Analysis: Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results. Assist in research of questions regarding benefits and vendor/carrier products and services. Create and maintain a client calendar, to ensure completion of pending items and future deliverables. Document and File Management: Create and maintain client files in accordance with office procedures. Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients. Assist Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits. Policy Review and Problem Resolution: Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services. Assist with problem resolution on claims, billing and eligibility issues with carriers. Administrative Support and Learning: Assist Account Managers, Consultants, and others in the office with administrative duties. Attend seminars and classes related to the department and prepare for L&H License. Participate in training regarding carrier products and systems Knowledge, Skills, and/or Abilities: Ability to work independently and anticipate client and team needs Effective time management and decision-making skills Diligent follow up skills Ability to express ideas clearly in both written and oral communications Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint Education and/or Experience: High School graduate or equivalent. Preferably a bachelor's degree. Certificates, Licenses, Registration: License is generally not required at this level. 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 $59,000 to $65,000. 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.
    $59k-65k yearly 60d+ ago
  • Auto Express Technicians

    Dallas Motors 3.8company rating

    Garland, TX job

    4121 Forest Lane, Garland, TX 75042 Automotive Master Technician / Mechanic Full-Time Position$40 - $50 per hour based on Experience!Master Technician Certification and at least 10 Years Proven Experience is Required Master Tech Certification Required Dallas Motors is growing every day and is a GREAT place to have a rewarding Career! We need to hire a MASTER TECHNICIAN / MECHANICwho has experience in all makes and models of the vehicles that we sell. If you are looking for a great opportunity to grow along with a winning team, come join us! We value our employees and invest in their success! If youre ready to bring your mastery to a dealership that values quality and customer trust, Dallas Motors is ready for you. Why Work for Dallas Motors? Dallas Motors is a trusted name in Garland, TX, known for connecting customers with high-quality pre-owned trucks, SUVs, and performance vehicles from leading brands like GMC, Chevrolet, Toyota, and Cadillac. As a Master Service Technician, youll be part of a team that values precision, integrity, and customer satisfaction. What Sets Us Apart: Diverse Inventory, High Standards: Our lot features late-model, low-mileage vehicles that demand expert diagnostics and repair. Youll work on everything from lifted GMC Sierras to hybrid Toyota RAV4s, keeping your skills sharp and your work varied. Customer-First Culture: We offer free vehicle history reports, no-hassle sales, and fast financing - meaning our service team plays a key role in delivering confidence and reliability to every buyer. Tools & Tech: Our facilities are equipped to handle modern vehicle systems, and we value technicians who bring both hands-on expertise and digital fluency. Team Environment: Join a crew that respects your input, values your experience, and understands that great service starts with great people. We offer: $40-$50 per hour based on Experience! Medical, Dental, Vision, and Life insurance Paid vacation, sick leave, holidays, and time off Full-time position Career advancement opportunities Responsibilities Master Technician: Full automotive trouble shooting and testing Perform line technician services Complete routine inspections and maintenance Automotive services: engine, transmission, electrical, drivability, suspensions, steering, heating and air conditioning, basic and ABS brakes, exhaust systems, and more. Keep shop area neat/clean and account for dealership owned tools Comply with dealerships safety and environmental programs and practices Requirements Master Technician: 10 years experience or more is required Master Tech / Mechanic certification Master diagnostic Technician Skilled and professional Positive attitude Must have own tools/Scanner Expert mechanical skills Experience in Electrical work Experience with the latest automotive technologies Reliable/dependable Valid driver's license and insurable A positive attitude, good work ethic, and top problem-solving skills Good communication and customer service skills; works well on a team Please upload your resume.Completing the online assessment will grant you priority consideration! Must be authorized to work in the U.S. without sponsorship and be a current resident. Must pass pre-employment testing to include background checks, MVR, and drug screening. We are an Equal Opportunity Employer . All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status. RequiredPreferredJob Industries Customer Service
    $30k-38k yearly est. 12d ago
  • Client Service Associate

    NFP 4.3company rating

    West Hartford, CT job

    Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** As a Client Service Associate, your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members across the firm. This dynamic role places you at the forefront of client interaction, addressing a variety of requests such as money movement, account balance inquiries, check re-orders, and charitable giving confirmations, to name a few. You will play a crucial role in managing the flow of client paperwork, ensuring smooth distribution and receipt, while being a reliable point of contact for resolving issues and answering phone calls. Leveraging the power of the CRM application, you will efficiently manage tasks, update client information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative prowess with personalized client care will be pivotal in delivering an exceptional client experience. Essential Duties and Responsibilities: Develop and maintain strong relationships with clients, advisors and other team members across the firm. Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc. Manage distribution/receipt of clients' paperwork. Answer phone calls, resolve issues, and/or take messages as needed. Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc. Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork. Prepare client letters/emails as needed. Assist advisors with scheduling client meetings and calendar management. Confirm appointments directly with clients, via email and/or phone. Perform other duties as and when needed. Qualifications: College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience. Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful). Numerical accuracy and attention to detail (required). Ability to prioritize tasks and work in a team Desire to learn, be resourceful, and think outside the Professional appearance and Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus. Continuously exhibits personal integrity and professional initiative and a personable Education and/or Experience: College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience. 1-2 years of related industry experience (preferred); experience in financial planning and/or the securities industry (helpful). Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. What We Offer: NFP, an Aon company, and Wealthspire Advisors is 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 $53,000 -$65,000. 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. Wealthspire and You... Better Together! NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
    $53k-65k yearly 60d+ ago
  • Sales Account Manager (Enterprise it consulting services)

    Capitalpartners 4.3company rating

    Texas City, TX job

    This sales specialist position will be responsible for helping customers achieve business outcomes through a variety of IT related digital workflows spanning across IT Service Management, IT Business Management, IT Asset Management, Security Operations & Customer Service Management within the U.S. This person will cover multiple industries such as Financial, Healthcare, Education, IT and Among others. Responsibilities: Work as a business partner with account teams to develop pursuit strategies for engaging IT leadership at customers and prospects Align ServiceNow capabilities with desired outcomes for IT transformation Help IT leadership craft a vision of IT transformation and what's possible with ServiceNow Identify and build executive sponsors and champions to drive from solution concepts to realized outcomes Coordinate, documenting and presenting a business case focused on customer issues, expected outcomes, key metrics and measures for tracking success and expected value Understand, develop and build a franchise within your assigned territory/target accounts in order to consistently exceed quarterly and annual sales goals Maintain and grow your expertise in leading transformational technology concepts and methodologies Engage with ServiceNow Account Managers to generate sales plan according ServiceNow AM strategies Evangelize ServiceNow and capabilities, results and best practices throughout the ecosystem Outcomes Consistently exceed assigned quarterly and annual quota Grow and maintain a pipeline of 3X quota target Establish monthly/quarterly/bi-annual cadence with C-Level and C-1 execs in top accounts Maintain accurate, up-to-date forecasting and tracking with ServiceNow tools and processes Participate in Account Planning and build strategies to drive cross-sell / up-sell and new logo pursuits Operates from a quarterly/yearly business plan that you create & maintain Requirements: 10 years of successful sales experience in enterprise software or consulting services to IT organizations of large enterprises Strong understanding of the ServiceNow Platform or similars (BMC, etc). Experience working with implementation methodologies like PMP, Scrum, etc. Customer's portfolio that can help to open and increase Market share. Strong understanding of the business of IT, IT Security operations and Customer Service and along with technical concepts around application development, infrastructure, operations, automation and cloud. Strong written and verbal communication skills with the ability to articulate complex technical concepts and business value to all levels of an organization. Prioritize and focus in a fast paced, highly demanding environment. Thrive in a high-performance, matrix sales environment by building trust as a reliable team member. Take a proactive approach to managing and driving business to achieve goals. Strong EQ, self-awareness and is an active listener with the ability to quickly adapt. Service modules: IT Service Management (ITSM), IT Operation Management (ITOM), Customer Service Management (CSM), Security Operations (SecOps). Lenguajes: English native. Benefits Work hours: 5 days a week 8 hours per day (it's flexible) Modality: Full time, 100% home office Salary: $10,000 USD monthly Commissions Mentorship opportunities Potential for promotion and growth Medical Insurance Paid Time Off: Paid holidays: New Year's Eve, New Year's Day, Good Friday, Easter, Memorial Day, Independence Day (4th of July), Labor Day, Thanksgiving Day, Friday after Thanksgiving, Christmas Eve, Christmas Day, President's Day, Martin Luther King,Jr. Birthday, Veteran's Day. Paid sick days Paid vacations: 10 days per year Paid birthday holiday Home Office fund: $100 Paid every 6 months Christmas bonus Annual bonus due to Over Quota: 1% on total year Sales About the company The company is a consulting group specialized in bringing IT services in the cloud to companies. They focus on delivering incredible user experiences under the ServiceNow platform through a detailed analysis of their clients' needs aligned with industry standards. Your goal is to guide your clients towards a successful service-oriented implementation. They have a group of engineers who specialize in Full Stack development, including ServiceNow, Microsoft .Net, Web and Mobile Design and Development, among others. Location: Remote. Required Skills: Enterprise Software Managing Matrix Bonus Development IT Service Management Environment Market Share Asset Management Healthcare Analysis Metrics Consulting Business Management Automation Forecasting Infrastructure Salary Insurance Scrum Security Education Software Customer Service Leadership Planning Design Communication Business Sales English Management
    $10k monthly 60d+ ago
  • Wealth Advisor Success Associate

    NFP 4.3company rating

    Potomac, MD job

    Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Summary: The Advisor Success Associate plays a key role in supporting our growing advisor network and advancing the firm's strategic initiatives. This position combines high-level project support with essential day-to-day coordination, ensuring that advisors receive timely communication, resources, and guidance. Working closely with the Head of Advisor Success and cross-functional teams, the Associate helps design and deliver impactful business development and practice management programs, manages key meetings and follow-up, maintains advisor-facing tools and content, and provides analysis that drives data-informed decisions. This role is ideal for a detail-oriented, proactive professional who thrives in a dynamic environment and is passionate about helping advisors succeed. Responsibilities: Strategic & Analytical Support: Provide dedicated support to the Head of Advisor Success and the team to facilitate strategic planning, high-level decision-making, and firmwide initiatives. Assist in the execution of key projects to drive the expansion and success of the firm's advisor network, including business development campaigns and growth strategies. Collaborate with Advisor Success, Marketing, and other teams to design, manage, and maintain dashboards, reporting tools, and scorecards that help identify growth opportunities, assess advisor capacity, and inform staffing and recruiting needs. Prepare and coordinate materials for regional and firmwide meetings. Advisor Communication & Engagement: Draft, coordinate, and distribute advisor communications such as newsletters, meeting agendas, and other firmwide updates. Maintain and enhance the Advisor Library and related intranet resources, creating new sites or pages to support knowledge sharing. Coordinate advisor surveys, consolidate responses, and prepare summary reports to inform decision-making and highlight actionable insights. Schedule and organize internal meetings, track follow-up items, and ensure timely resolution and clear communication of next steps. Practice Management Support: Assist in developing and curating practice management resources, including best practices, playbooks, and toolkits to help advisors optimize their businesses. Maintain and regularly update a centralized library of practice-management tools, templates, and case studies. Training & Professional Development: Help design and implement training sessions and curriculum to support advisor professional growth and the advisor career track. Assist in developing learning experiences for summer interns in the advisor program. Coordinate affiliation groups and other advisor community initiatives to strengthen connectivity and knowledge-sharing. Qualifications: Bachelors' degree or higher from an accredited university; major in financial planning, business, or finance preferred. CFP (Certified Financial Planner) or other wealth management designation highly preferred. Minimum of three years of wealth management or related experience (other or additional experience will be considered). Proven experience in a similar role within financial services or advisory industry. Strong self-reliance, initiative, and commitment to following through on tasks, self-starter when it comes to new challenges. Outstanding organizational, project and time management skills. Excellent communication and interpersonal skills. Ability to thrive both independently and collaboratively in a fast-paced environment. High attention to detail. Proficiency in Microsoft Office, and experience with any CRM, portfolio management, and financial planning tools. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. What We Offer: NFP, an Aon company, and Wealthspire Advisors is 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 $68,000 - $91,000. 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, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
    $68k-91k yearly 59d ago
  • Director of Financial Planning

    NFP 4.3company rating

    Potomac, MD job

    Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Summary: The Director of Financial Planning is a new role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire's comprehensive financial planning strategy, technology, standards, and overall experience across clients, prospective clients, and colleagues. This role will partner with leadership to develop advisor capabilities, align planning with growth objectives, and represent the firm as a thought leader in the industry - enhancing both client experiences and Wealthspire's market presence. Responsibilities: Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards, ensuring exceptional and consistent client experiences. Oversee the firm's financial planning technology, processes, and deliverables to drive both client satisfaction and operational efficiency. Act as the firm's lead technical planning resource, providing expertise on complex, high-net-worth cases, supporting advisors in delivering advanced strategies to clients, and participating in client meetings and conversations as needed. Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives, while ensuring compliance with regulatory requirements and firm policies, identifying new service models, operational efficiencies, and revenue opportunities. Design and oversee advisor development programs, partnering with the Head of Advisor Success, Office and Regional Leaders to evaluate planning skills and advance team capabilities. Develop and lead the firm's financial planning thought leadership efforts, collaborating with marketing to produce and distribute content that enhances the firm's reputation and client engagement. Serve as a visible leader in the industry, representing the firm at conferences, networking events, and in professional publications. Stay current on regulatory changes, industry trends, and financial planning strategies to guide firm practices. Remain current with all CFP continuing education requirements. Qualifications: Bachelor's degree in business, accounting, finance, economics, or related field. CFP (Certified Financial Planner) is required; CPWA, CPA, JD, or MBA desirable. At least 10 years of financial planning experience required. Additional experience or expertise in estate planning or income tax is preferred. Strong knowledge of financial planning principles, tools, and regulatory environment. Proven ability to build trust and maintain high levels of client satisfaction. Demonstrated ability to lead through influence and build strong cross-functional partnerships. Evidence of being a team player and supportive colleague. Excellent interpersonal and communication skills, both verbal and written. Outstanding time management and organization skills. Experience with MoneyGuidePro and eMoney is highly desirable. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $180,000 - $250,000. 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. Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
    $180k-250k yearly 57d ago
  • Account Operations Processor

    NFP 4.3company rating

    Wallingford, CT job

    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: ******************* This role will support PPI Benefit Solutions, a part of NFP. PPI Benefit Solutions is a service-first company delivering end-to-end benefits administration services and technology, with a focus on client and partner needs. To learn more, please visit: *************************** Summary: Perform administrative functions, including data entry, which support the benefit eligibility and coverage enrollment of PPI's clients' employees. Requires ability to effectively use multiple PPI and insurance carrier/vendor systems to maintain accurate records for a range of complex employee benefit programs. A high level of detail-orientation and accuracy, while handling a high volume of work, is required in this role. Essential Functions: Review benefit enrollment forms for completeness. Data entry of new member enrollments and changes to coverage, meeting standards to ensure accurate and timely member enrollment and client invoice production. Initiate communication with clients to obtain missing or unclear information. Run, review, and enter data from various audit reports used to maintain accurate benefit eligibility and enrollment. Assist with monthly client invoice production by performing quality review of enrollment, system set-up, and invoice. Assist with COBRA administration processes, reconciliation, and reporting needs as required. Assist with carrier eligibility reconciliation as required. Assist with client invoice reconciliation. All other job-related duties and special projects as required. Requirements: 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. High school diploma required plus 1-2 years of data entry and job related experience required. Must be proficient in Microsoft Word and Excel, have good figure aptitude, be detail oriented, have good time management skills, and be flexible. Must be able to handle high volume processing and meet required deadlines. 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 $45,000 to $61,000. 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 StJohn2025
    $45k-61k yearly 60d+ ago
  • Sr. Consultant- Employee Benefits

    NFP 4.3company rating

    Warrington, PA job

    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: ******************** Summary: The Senior Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a trusted benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Consultant is a seasoned advisor and may work on large, complex accounts with some degree of supervision and approval from their Supervisor. At this level, the Senior Consultant may have direct supervision of team members. Essential Duties and Responsibilities: Designing, implementing and managing all aspects of an employer sponsored benefits program. Developing and executing client strategic plan and defined deliverables Exploring strategic alternatives and providing strategic guidance while quantifying the financial implication and associated risk of options presented for consideration Negotiating terms, conditions, coverage limits and pricing with carriers and vendors Developing and maintaining ongoing relationships with clients; acting as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services Maintaining and executing a project plan to ensure client deliverables are provided on a timely basis. Delegating work to more junior team members as appropriate. Understanding and articulating alternative funding strategies, analyzing viability on a client specific basis Demonstrating a genuine understanding of the mechanics of client financials and related projections Building and maintaining strong relationships with clients and carriers Keeping clients apprised of appropriate industry trends including all state and federal regulatory issues Explaining regulatory compliance and legislative guidelines including as related to COBRA, HIPAA, ERISA, Section 125, and Health Care Reform Interpreting plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs) Anticipating client needs and identifying strategies to address them Overseeing the implementation of new business Overseeing open enrollment; developing and/or reviewing client presentations and communication materials May have direct supervisory responsibility of junior team members Review the work of junior team members and provide appropriate guidance and skill development Ensure all client data is entered into CRM System (Salesforce) in a timely manner. Knowledge, Skills and/or Abilities: Comprehensive knowledge of carrier products and services, industry trends, benefits administration, regulatory compliance and HealthCare Reform Ability to work independently and anticipate client and team needs Effective project management, time management and organizational skills Strong analytical and financial skills Excellent attention to detail and commitment to outstanding client service Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: A Bachelor's Degree in Risk Management, Business, Finance or a related field preferred 8+ years health and welfare consulting experience Certificates, Licenses, Registration: Life, Accident and Health Insurance License required GBA or CEBS Certification a plus 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 $77,000 - $132,000. 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.
    $77k-132k yearly 43d ago
  • Retirement Plan Administrator

    NFP 4.3company rating

    Wayne, PA job

    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: ******************** Summary: We are seeking an experienced, energetic, multi-tasking full-time individual who will receive immediate responsibilities upon employment. In this position you must be dependable, organized and exceptionally attentive to detail. Responsibilities include, but are not limited to: Daily and ongoing communication with plan sponsor and advisors Collection of annual census data and subsequent processing to produce appropriate client output, testing and contributions. Generate plan documents and complete plan amendments Interpret plan documents and IRS / DOL regulations Provide expertise, legislative technical support and plan design guidance for Defined Contribution and Defined Benefit Plans Ability to complete contribution calculations for all types of allocations Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy. Preparation of form 5500 and appropriate schedules for DB and DC Plans Calculate contributions and income for unincorporated businesses Complete quality control review process of output prior to client delivery Meet deadlines, both internal and regulatory, in the delivery of service Ability to review participant distribution and loan application Preferred Qualifications: Working knowledge and proficiency of ERISA, IRS, DOL and PBGC Laws and recent regulations Prior pension experience preferred. Familiarity with cash balance and traditional defined benefit plans, defined contribution plans comparability allocations, DB-DC Combo Experience using FT William and PensionPro software a plus Experience with non-qualified, 457(b) and 457(f) plans a plus Excellent written and verbal communication skills Strong independent thinking and problem resolution skills Strong analytical, problem solving and communication skills Ability to work independently and multi-task Effective oral and written communication skills. Work in a team-oriented environment under minimal supervision Efficient use of Microsoft products including Word and Excel. Attention to detail and quality control required Bachelor degree in Mathematics, Actuarial Science, Accounting or Finance preferred Progress on actuarial exams a plus but not required. ASPPA designation required or obtained within 12 months of employment 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 $55,000 - $75,000. 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.
    $55k-75k yearly 9d ago
  • Administrative Assistant

    NFP 4.3company rating

    Pittsburgh, PA job

    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: ******************** Job Summary: Provides general office support with a variety of administrative tasks. The Administrative Assistant will be responsible for supporting the assigned account manager(s), answering incoming calls, assisting clients, data entry, and general correspondence as well as additional duties as directed. Mission Statement: To support and adhere to NFP Structured Settlements/NDC Advisors commitment to three core values: integrity, hard work and a deep empathy for the plight of injured parties. This is demonstrated by initiative, discretion, diplomacy, and good judgment in managing client request, accurate email correspondences, and managing multiple overlapping projects successfully. Each of us is dedicated to delivering personalized assistance and solutions to all of our clients. Key Tasks and Responsibilities: Answers telephone calls, assist caller, transfer calls, etc. Going into the office, opening mail, sorting mail Scanning, naming and filing mail into appropriate folders within 24 hours Naming info emails and faxes and filing into appropriate folders within 24 hours Send out daily status email FedEx and send outgoing mail Assists with other related clerical duties such as photocopying, scanning, faxing, filing and collating. Preparing PowerPoint presentation, as needed. Prepare staff meeting agenda and meeting notes Organize everyone's daily status on a weekly basis Going into the office for extra mailing projects (tax letters, annual client letters, etc.) Handle any extra projects as they come up throughout the day Skills and Attributes: Detail oriented, highly organized, and ability to multi- task Confidentiality and a high degree of professionalism The ability to make decisions and act in a timely manner when necessary Excellent oral and written communication skills Customer/Client Focus. Technical Capacity Education/Experience: Associate degree preferred with a minimum of two years of administrative experience. Microsoft office professional experience and proficiency and flexibility in using additional software. Preferred Bilingual (Spanish), but not required. 310 Grant Street, Suite 1205 \ Pittsburgh, PA 15219 \ P ************ \ ******************* EEO Statement: NFP Structured Settlements/NDC Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, NFP Structured Settlements/NDC Advisors complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training. NFP Structured Settlements/NDC Advisors expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of NFP Structured Settlements/NDC Advisors employees to perform their job duties may result in discipline up to and including discharge. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. NFP Structured Settlement/NDC Advisors requires a post offer pre-employment background check and drug test prior to finalizing an employment agreement. 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 $62,000.00 - $92,000.00. 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!
    $28k-39k yearly est. 15d ago
  • 2026 Wealth Management Intern - Reston, VA

    NFP 4.3company rating

    Reston, VA job

    Who We Are Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Internship Description: Our 10 week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program. Responsibilities: Assist with the development of client financial plans Participate in portfolio construction projects and client portfolio reviews Assist with the reconciliation and review of financial data Conduct investment research for clients or firm‐wide initiatives Assist in the review and allocation of 529 college savings plans Research client issues as directed and present data Qualifications: Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP Rising Senior with 2027 Graduation Year Interest in financial planning and wealth management Continuously exhibits personal integrity and professional initiative. Capacity to think critically and devise creative solutions Organized and detail oriented Excellent written and verbal communication skills. Collaborative and able to work effectively with others. Benefits: Practical experience with broad applications Shadowing, mentoring, and training opportunities with seasoned professionals Opportunity for full time employment after graduation Competitive hourly rate throughout the internship Diversity, Equity, Inclusion, and Belonging at Wealthspire: Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. The hourly range for this position is $20.00 - $27.00 per hour. 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 and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
    $20-27 hourly 60d+ ago

Learn more about Momenta Inc. jobs

Most common locations at Momenta Inc.