Momenta Inc. Remote jobs

Part-Time Event Specialist - Launch Entertainment Launch Entertainment is seeking a Part-Time Event Specialist to support birthday parties and group events. This hybrid role includes both work-from-home tasks and in-person event support; however, training will be 100% in-person, so candidates should be flexible and able to attend on-site training as scheduled. In this role, you'll work closely with the Event Coordinator, assist guests throughout their celebrations, and help ensure events run smoothly. The position averages 20-30 hours per week with weekend and evening availability required. We're looking for someone who's proactive, organized, and confident in providing excellent customer service. What You'll Do Confirm, book and plan parties and events. Greet and check in party groups and their guests Support the setup and flow of birthday parties and events Keep activities on schedule and maintain a positive atmosphere Share information about available food, beverage, and add-on options Maintain clean and organized party rooms Deliver food and supplies from Krave as needed Record event details and communicate updates with the team Respond to guest questions or concerns in a helpful, timely manner What We're Looking For Minimum age: 18 Customer service or event experience is helpful but not required Comfortable interacting with guests of all ages Strong communication and problem-solving skills Ability to stand for long periods and lift up to 50 lbs Flexible: Availability on weekends, evenings, and some holidays Why Work With Us A fun, fast-paced environment Opportunities to build skills in events and hospitality A team-focused atmosphere where guests' experiences come first If this sounds like a good fit, we'd be glad to receive your application.

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 American Benefits Group (ABG), a leading third-party benefits administrator specializing in pre-tax benefit account administration, including Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), Lifestyle Accounts, and commuter benefits. Our mission is to provide accurate, compliant, and user-friendly benefit solutions backed by responsive and compassionate customer service. We empower participants, clients, and brokers with tools and support that make benefits easy to understand and easy to use. Summary: The Customer Support Specialist delivers outstanding service to participants, clients, and brokers regarding their pre-tax benefit accounts. This role involves direct customer interaction, problem-solving, and transaction processing to ensure participants maximize the value of their benefits. This full-time opportunity offers a fully remote schedule, Monday through Friday from 8:30 AM to 5:30 PM EST, and requires a confidential, private workspace and reliable high-speed internet to ensure secure and uninterrupted work. Key Responsibilities: Respond to participant and client inquiries via phone and email with professionalism and accuracy. Assist with questions related to eligibility, claims, reimbursements, and account details. Provide first-tier technical support for online portal access and navigation. Accurately process account transactions, claims, and updates. Maintain compliance with all regulations, confidentiality, and privacy requirements. Support onboarding of new clients and participants through setup assistance and education. Build strong, long-term relationships through clear, patient, and empathetic support. Qualifications: Associate's degree or equivalent experience preferred. 1-3 years of customer service experience required; experience with IRS Section 125 benefit plans, benefits administration, insurance, or financial services strongly preferred. Strong verbal and written communication skills. Ability to problem-solve, multitask, and prioritize in a fast-paced environment. High attention to detail and accuracy. Proficiency in Microsoft Excel, Word, and Outlook. Competencies: Exceptional customer focus and interpersonal skills. Professionalism, integrity, and ethical judgment. Flexibility and adaptability in changing situations. Strong organizational and follow-up abilities. Ability to work independently and collaboratively within a team. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $43,000 - $48,000. 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.

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: ******************** Job Summary: This is a full-time, exempt, support position assisting the Account Team in the management of the existing BOB with emphasis in full retention responsibility. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will manage and control relationships with clients in collaboration with Producers and/or Account Executives. Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up. You will assist Producer(s) with the above functions as needed. You should have P&C experience and an active P&C license. Have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood. This is a full-time position, ideally working hybrid from our Bethesda, MD office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift Job Goals: Give the most prompt, accurate, and courteous service that customers have ever received…anywhere. Increase revenue by rounding out commercial lines accounts. Negotiate pricing and coverage terms in the client's best interest. Develop relationships that lead to new business sales. Essential Core Duties and Responsibilities Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations. Provide consistent, accurate, timely, and pertinent communication to clients. Resolve/assist with any service issues/questions. Assist clients in making appropriate coverage changes, making each contact a marketing opportunity. Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly. Respond to clients' needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time. Monitor and review client satisfaction. Electronically document all communication with clients. As appropriate, market, negotiate, prepare and analyze alternative renewal options. Develop written, graphic, and electronic renewal materials as appropriate. Follow established agency procedures for effective utilization of agency management system. Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training. Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc). Assist with or complete other tasks as directed by agency management. Job Specifications/Requirements: Property and casualty insurance license upon hire is required. At least 2 years of experience in commercial or personal lines insurance, with an understanding of underwriting, coverage and rate analysis. In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters. Strong written and verbal communication skills. Ability to prioritize and self-manage workload. Proficiency in Microsoft Word and Excel. EPIC experience is preferred, but will consider other agency management system experience. If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. 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 $60,000 - $95,000. 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.

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Summary of the Role: The Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and Senior Asset Management Associate, Team Lead to successfully onboard and service new and existing clients who are placing their trust in Lenox Advisors to take care of their total investment needs. The Asset Management Associate shall demonstrate proficiency in all new client onboarding and service processes, systems, and procedures. In addition, the Asset Management Associate supports operational and service processes by helping to maintain documentation, prepare client communications, and assist with process improvements as directed. Special projects may be assigned at the discretion of Lenox leadership. Essential Duties and Responsabilities: Proficient in standard new client onboardings and service processes, systems, and procedures. Manage RM/Client work items independently with expediency and superior customer service. Develop a strong understanding of Lenox Asset Management (LAM) subject matter, strong understanding of the LAM new business and service processes, systems, and procedures. Possess a strong understanding of the MMLIS platform, services, and personnel. Identify challenges and make recommendations in the development and revision of departmental policies and procedures. Periodically assists the SVP on special projects to ensure continuous and efficient workflow. Foster strong relationships with Relationship Managers, Asset Managers, neighboring departments, MMLISI, and vendors as well as the end client. Education and/or Experience: Bachelor's Degree preferred 1-3 years prior investment/client relationship/sales experience Familiar with sophisticated investment solutions specifically designed for high net worth individuals and be proficient in the development of asset allocation strategies Series 7 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 $72,000.00 - $80,000.00. 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. We're part of NFP, 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. NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.

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: 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. Minimum Requirements for Education, Experience, and Certifications/Licenses: Bachelor's degree, Certified Pharmacy Technician (CPhT), or other healthcare credentials preferred. 1-3 years' experience in pharmacy, benefit management, healthcare, or related industry experience preferred. Qualifications & Skills: Basic Communication Skills: Ability to effectively communicate both verbally and in writing. Learning Agility: Diligence to proactively expand skillset, resolve issues, or get past roadblocks. People Skills: Ability to foster positive working relationships. Use of a communication style that enhances high levels of engagement. Perseverance: Ability to follow-through, meet deadlines, and strive to exceed goals. Critical Thinking Skills: Ability to look beyond the obvious, probe and provoke thoughts on alternative solutions. Technology Skills: Ability to use or learn technology needed to perform role. To include but not limited to the Microsoft suite of applications: Teams, Excel, Word, Outlook, and PowerPoint. Resiliency: Flexibility to embrace continuous change and remain positive in times of uncertainty or stress. Basic Math Skills: Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ethics & Integrity: Ability to comply with company confidentiality requirements as well as with HIPAA and other applicable government regulations. Office and Travel Requirements: Minimum of four days per week required in the NFP Rx Solutions office in Chesterfield, MO. One day per week with the option to work remotely from home No overnight travel 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 $45,000 - $57,000. 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.

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: ******************** American Benefits Group (ABG) is one of the nation's leading employee benefit solution providers for Consumer Directed Health accounts, COBRA and Direct Billing services. Over the course of the past 30 years we have grown considerably and we are looking to grow our team even further. We are transforming the benefits administration industry with empowering technology and a world class customer service experience. Come join us and be a part of a team of outstanding individuals working towards building benefit solutions and creating great futures. Every employee at ABG maintains a laser focus to exceed client expectations every day. Our people are what make us successful and we are looking for qualified candidates to join our team as a COBRA Support Specialist. The COBRA Support Specialist plays a key role as the first point of contact with ABG for many of our clients, brokers and participants. Summary: The COBRA Specialist supports and services COBRA & Direct Billing participants, as well as clients and brokers by providing COBRA Administration in accordance with federal COBRA regulations. This position is perfect for you if you enjoy helping others. We're looking for someone who loves solving problems and creating long term customer relationships. This is a great opportunity if you care deeply, genuinely and passionately about customer support and about the role it plays in making a customer-centric team successful. This is a full-time opportunity working a fully remote schedule. The work schedule is M-F from 8:30am-5pm (EST preferred). Essential Duties and Responsibilities: Customer Support Punctually logs in at their assigned phone shift and maintains available status outside of breaks and lunches. Promptly answers incoming calls and e-mails to provide support to clients, brokers, and participants Accurately & confidently explains COBRA to clients, brokers and participants, including COBRA notices, timelines, payments, reporting and coverage. Assist clients, brokers and participants with navigating the COBRA & Direct Billing Portal and Mobile App Remains familiar with reporting functionality and assists clients and brokers with running and interpreting reports in the COBRA & Direct Billing Portal. Document all interactions in the phone system & COBRA & Direct Billing Portal immediately after calls & emails Keeps organized notes of calls requiring follow-up and takes ownership until resolution is reached Maintain a strong working knowledge of COBRA and stay current with law and regulation changes Confidently handles complex issues and collaborates with other team members to come to the best resolution Tactfully addresses sensitive participant matters. Documents urgent reinstatement requests according to department procedure and timely follows up on requests as stated until completed. Consistently follows-through and follows-up on requests until resolved Take initiative to use available resources to problem-solve and escalate when appropriate Appropriately redirect calls and emails to other departments as needed Assumes other duties as assigned by Manager Ensure privacy by following all security and HIPAA guidelines Processing Changes Timely process requests from participants according to department procedures in the COBRA & Direct Billing Portal, including COBRA elections Removing Dependents Dropping Coverage Life Events Updating direct billing accounts Timely process requests from clients and brokers according to department procedures in the WEX Health COBRA, including: Contact changes Adding/removing subsidies Reporting requests Make good use of available templates and resources to efficiently handle incoming requests. Engage productively with other team members to encourage and maintain an up building environment Ability to work effectively with various individuals and multi-task Ability to make decisions utilizing sound judgment Assumes other duties as assigned by Manager Some of the core behaviors our ideal candidate will demonstrate are: Communicating complex issues clearly and simply Proactive follow-up Delivering legendary customer service Relentless about improvement The core competencies of this position are: Customer Support Membership Changes CORE VALUES ABG is passionate about maintaining a strong team environment that allows us to have a supportive internal community of support and achievement. Some of our non-negotiable core values are: Display a positive attitude Team-player Flexible and adaptable Problem-solver Attention to detail Takes ownership & pride in assigned tasks Qualifications and Experience 6-12 months of direct COBRA Administration experience Experience with Direct Billing preferred Experience with WealthCare COBRA Platform strongly preferred Experience with RingCentral preferred Track record as an enthusiastic team player with proven ability to prioritize, multi-task A passion to make customers and coworkers feel important and valued Must be able to cope in fast-paced environment managing sensitive, confidential issues Proficient PC Skills including Microsoft Suite (Microsoft Office, Excel, Outlook, Sharepoint, Teams) Preferred Skills - Not a requirement Bilingual, Spanish 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 $40,000.00 - $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.

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: As an Account Executive in Mid Market segments, you will support consultants in managing client accounts by researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs for employers. The expectation at this level is that the Account Executive will exercise more independent thinking and be able to complete projects with little guidance from consultants. Often, tasks are time sensitive and the employee may be working under intense deadlines and pressure. Essential Responsibilities: Data entry and analysis - assist the consulting team in gathering, organizing, entering and analyzing data using Excel spreadsheets to be used for various client projects. This role also involves an increased focus on analysis of the results and managing portions of projects, including reviewing the work of lower level analysts. Marketing efforts - gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client Plan design consolidation - gather data from the client and current vendors needed for analyzing the impact of a client's consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data. For experience rated clients - Cost projections and vendor renewal workups - gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings For experience rated clients - Tracking claims experience - gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis Understand Health and Benefits products, services and tools - Understand vendor/carrier markets, more advanced underwriting and financial skills, Health & Benefit products, services and technical tools, and intranet resources offered by NFP by participating in training courses, online learning, or through learning from more experienced colleagues. Project management & consulting skills - understand and demonstrate project management and consulting skills such as: Managing the quality and timeliness of client deliverables Helping to develop budgets and billing reports Participating in client calls and meetings as appropriate Delegating to and reviewing project work of more junior colleagues Assisting with the preparation and delivery of clear and concise client-friendly communications. Develop and present benchmarking reports - gather and analyze health benefits data from a national survey administered and published by various sources, input it into a standardized template and compare a client's medical and dental plan information (such as the benefits they offer, rates, contributions) to other companies by industry or geography and present the final report to the client. The analyst will have a discussion with a consultant up front to determine what cuts of the data to make Requirements: BA/BS preferred Three to five years of industry experience required Intermediate to Advanced knowledge of MS Office Tools (Excel, PowerPoint) Excellent interpersonal skills; strong oral and written communication skills. Life & Health License 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 $55,000 - $110,000. 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.

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 of Role: The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manage their own book of business. This opportunity is open to a hybrid schedule from our Houston, TX office. Essential Duties and Responsibilities: Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive. Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system. Will have an assigned book of business. Knowledge, Skills, and/or Abilities: Highly organized with excellent verbal and written communication skills. Self-confident to make sound independent decisions. Able to work overtime as necessary. Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. Ability to handle situations in a calm, courteous and professional manner Customer focused to establish and maintain effective relationships Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook Intermediate level of experience in agency management system(s) Ability to prioritize multiple tasks to meet deadlines Possess strong analytical and problem solving skills Sharp attention to detail, decision making skills, and problem resolution Flexibility and adaptability to changing priorities, deadlines and technology. Education and/or Experience: BA/BS preferred Typically more than four years industry and product line experience. Certificates, Licenses, Registration: P&C Insurance License 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 $57,000 to $100,000. 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.

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: ******************** Job Summary: This role will serve as an Accounts Payable Associate for the East Coast Region, working to ensure prompt processing, evaluation and reporting of vendor invoices in compliance with NFP financial policies and procedures. They will perform the day-to-day A/P transactions including verification, classification and posting of Accounts Payable data. Primary responsibilities will focus on Accounts Payables including high touch point customer service with vendors, including managing a shared inbox. This is a support/jr. AP level role working with a small team and will report directly to the AP Manager. This is a full-time position working hybrid from our Bethesda, MD office. We will consider a remote option for experienced AP candidates. Work hours are M-F, ideally 8-5 EST. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. Essential Core Duties and Responsibilities Review AP invoices to ensure proper GL coding for each invoice and its corresponding firm. Fluent use of AP System - Currently Avid; moving to Coupa in 2026. Establish proper routine for new vendor onboarding-setup. Assist with A/P onboarding-setup of newly acquired firms. Maintaining vendor record details, processing changes (address, banking info etc.). Establish routines to ensure vendor invoices are handled precisely & timely. Work with managers to ensure approvals have been obtained in accordance with policy. Ensure good working relationships with vendors and acknowledge vendor inquiries. Research and verify discrepancies and clarify any questions prior to processing. Manage record retention policy for vendor invoices. Assist with monitoring and reporting on client expenses. Various administrative tasks, to include, but not limited to maintain A/P files, handling and processing of emails for the accounts payable unit, and other assigned tasks. Knowledge, Skills, and/or Abilities: Experience with Coupa AP system or similar highly preferred A strong desire and commitment to a career in AP or Finance Microsoft Excel and Outlook- solid proficiency at intermediate level Experience with accounting software Proficient in working in web-based applications Excellent verbal and written communication skills Self-starter, self-motivator, ability to work independently Ability to be flexible and switch from one project to another when needed to meet deadlines Strong attention to detail Organizational and time management skills Maintain confidentiality Problem solving skills Confident, team player who can help refine and expand this role over time Education and/or Experience: HS Diploma or equivalent is required. Additional education or certifications ideal. 1-3 years of Accounts Payable experience required. Microsoft Excel proficiency at intermediate level is required. Ability to pay attention to details and perform data entry with a high degree of accuracy. Ability to work on multiple assignments and maintain confidentiality, strong interpersonal skills and commitment to working with a diverse staff are essential to successfully carry out the duties of this position. 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 $50,000 - $60,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

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 of the Role: This is a full-time opportunity to join a newly formed Analyst team that will play a key role in supporting Totalis Benefits and their clients. As part of a cohort of new hires, you'll be joining a collaborative, team-oriented environment where you'll grow alongside peers and receive guidance from experienced professionals. In this role, you'll assist with key aspects of the marketing and client service process, help prepare presentations and analysis, and provide valuable support to senior team members. You'll also begin building relationships with broker partners and carriers-laying the foundation for a successful career in the employee benefits industry. If you're eager to learn, ready to contribute, and excited about being part of a brand-new team with room to grow, this is a great opportunity to take that next step. Essential Duties and Responsibilities: Manage the Request for Proposal Process including but limited to: Gathering necessary marketing materials needed for a clean quote submission from our broker partners. Prepare RFP and send to carriers, using appropriate tools such as Excel or other rating engines Collaborating and negotiating with carriers on quotes Organizing all data into a marketing analysis format Provide broker partners with a recommendation driven by RFP analysis Ensure all client data is entered into the appropriate system in a timely manner and that documents are stored appropriately in file system Understand, interpret and articulate carrier and vendor responses to broker partners Develop effective relationships with broker partners and carrier contacts Deliver sold case notice to appropriate carriers when coverage moves/sells Knowledge, Skills, and/or Abilities: Familiarity with ancillary benefit plan designs, contracts, carrier offerings, benefits marketplaces, and current industry trends is a plus Detail oriented Strong organizational skills Comfortable learning and using new technologies and systems Ability to express ideas clearly in both written and oral communications Effective time management and decision-making skills Expert-level Microsoft Excel and PowerPoint skills Diligent follow up skills Education and/or Experience: Bachelor's degree and internship experience OR high school diploma with at least 4 years of direct group benefits experience 1-2 Years of experience industry related or employee benefits administration Experience in Excel utilizing advanced formulas, pivot tables and data analysis tools 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 $50,000- $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 is an inclusive Equal Employment Opportunity employer.

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 of the Role: We are seeking a detail-oriented and client-focused Client Service Associate to join our Wealth Management team. This role supports financial advisors and relationship managers by ensuring exceptional service delivery and operational efficiency across client accounts and investment activities. Essential Duties and Responsibilities: Process new client accounts, distributions, and other financial transactions. Respond to basic client inquiries. Escalate to the Advisor for anything requiring a license. Collaborate with other Client Service team members to provide exceptional customer service to current and potential clients. Maintain, update and file client information. Complete administrative tasks, track and document client data using Customer Relationship Management system. Provide status reports to the Wealth Management Team on the account opening and asset transfer progress. Run account maintenance reports on a monthly/quarterly basis. Schedule and assist in preparation of annual client meetings. Provide back-up and support to other Wealth Management team members. Establish committed and trusted client, advisor, and vendor working relationships. Complete meeting follow-up duties such as scheduling asset transfers, gathering paperwork and requested documents. Collaborate with Wealth Managers regarding account questions, service requests and all other matters. Participate in industry meetings and/or other educational opportunities for the purpose of continuing education, professional development and/or obtaining industry designations. Participate in special projects or assignments as needed working with partners to solve complex issues that may arise. Knowledge, Skills, and/or Abilities: Excellent oral, written, and interpersonal communication skills Proficiency in Microsoft Office software, including Word, Excel, Outlook, and PowerPoint Self-disciplined with commitment to quality, attention to detail and accuracy Ability to multi-task and change priorities in a fast-paced environment Excellent problem-solving skills Education and/or Experience: 2+ years of Financial Services industry experience required High School graduate or equivalent College degree preferred 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 to $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.

Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We're part of NFP, 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. Summary This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies. This is a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion. Essential Duties and Responsibilities This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job. Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan Develop existing broker/account relationships and manage recruiting for new broker/accounts Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Contribute to the overall success and profitability of the agency Meet or exceed acquired and assigned account production goals Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Education and/or Experience Past sales and relationship management experience in the life insurance industry required FINRA: Series 6 or 7, or 63 is required College degree or other higher education preferred Life and Health License preferred Knowledge, Skills, and/or Abilities Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize Team Participation: Must work effectively in a diverse group of people as a team member Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required) MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required Able to quickly learn new business/communications systems and technologies Ability to communicate in a professional manner High focus on quality and customer satisfaction Flexible and able to react to change in a productive and positive manner Strong work ethic and ability to work with a sense of urgency Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous 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 $60,000- $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.

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 of the Role: Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation. Essential Duties and Responsibilities: Provide support to Advisors in all areas of financial planning Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.) Create proposals for prospective clients Create and/or update financial plans for clients Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately Attend client meetings and manage/complete all meeting follow-up activities Liaise with client's attorneys and accountants as needed Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed Assist with client data consolidation and maintenance as needed Assist with special projects as required Knowledge, Skills and/or Abilities: Excellent interpersonal skills demonstrated in communications with both external and internal clients Ability to work independently and in a team setting Ability to anticipate and meet client and team needs Demonstration of project management and consulting skills Demonstration of a commitment to accuracy by delivering high quality work Effective time management and decision-making skills Ability to express ideas clearly in both written and oral communications Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus Understanding of basic investment principals and knowledge Education and/or Experience: Four-year College Degree. Minimum of 5 years of financial service experience preferred Certificates, Licenses, Registration: Securities Registration required Completed or pursuing CFP , CFA or Other Professional Designation 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 $65,000 to $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.

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: Join our dynamic Employee Benefits team in a pivotal support role that combines analytical prowess with client-focused service. As a key member of the team, you will engage in daily data analysis and reporting, tailored to meet the unique needs of our clients. Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client-specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies. This role is ideal for detail-oriented professionals passionate about data-driven decision-making and exceptional client service. Essential Duties and Responsibilities: Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients. Review the source documents for accuracy and ensure that they include all the required data for that specific report. Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions. Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients. Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients. Attend client meetings and perform follow-up with clients/team members on action plan items to ensure timeliness and accuracy. Stay up to date with the latest developments, trends, and regulations in the employee benefits marketplace. Knowledge, Skills, and/or Abilities: Ability to correspond on all financial issues in a clear, concise and persuasive manner. Effectively establish rapport, present information and respond to questions from managers, clients and coworkers. Strong Analytical Skills. Ability to prioritize and Excellent organizational skills. Working knowledge of the group insurance marketplace is preferred but not required. Strong knowledge of Microsoft Excel. Proficiency with Power Query, Power BI and Visual Basic. Education and/or Experience: Bachelors in Risk Management and Insurance, Actuarial Science, Finance, Statistics, Mathematics is highly preferred 3+ years of related experience with an employee benefits consultant/ broker or medical insurance carrier 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 - $100,000. 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.

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 of the Role: NFP is looking for a Client Advocate to support our Employee Benefits team by guiding clients through benefit plans, resolving inquiries, and ensuring a seamless experience. You'll act as a liaison between clients, carriers, and care providers, delivering timely support and building trust through clear communication and problem-solving. Essential Duties and Responsabilities: Respond to and resolve customer service inquires and issues by identifying the topic and type of assistance the client needs such as benefits, eligibility and claims, financial spending accounts and correspondence. Help guide and educate clients and their employees about the fundamentals and benefits of their lines of coverage Intervene with care providers (doctor's offices) on behalf of the customer to assist with resolving claims and billing discrepancies Own problem through to resolution on behalf of the customer in real time or through comprehensive and timely follow-up with the member Research complex issues across multiple databases and work with support resources to resolve customer issues and/or partner with others to resolve escalated issues Meet the performance goals established for the position in the areas of: efficiency, quality and customer satisfaction Process and assist with eligibility in escalated and urgent situations Research resources the vendor has available for the client to utilize such as wellness initiatives Make sure client remains compliant with federal and state laws Building client relationships Client database maintenance General administrative duties Knowledge, Skills, and/or Abilities: Minimum 2 years of experience with customer service in employee benefits field Demonstrate ability to listen skillfully, collect relevant information, determine immediate requests and identify the current and future needs of the member or client Proficient problem solving approach to quickly assess current state and formulate recommendations Proficient in translating healthcare-related jargon and complex processes into simple, step-by-step instructions customers can understand and act upon Flexibility to customize approach to meet all types of member communication styles and personalities Proficient conflict management skills to include ability to resolve issues in a stressful situation and demonstrating personal resilience Certificates, Licenses, Registration Life and Health license 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 $54,000- $72,000. 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.

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: As an Associate Project Manager at NFP Rx Solution, you will work closely with the Project Management Team on initiatives focused on optimizing prescription benefits for self-funded employers. This role requires a basic understanding of prescription benefit management, and project management best practices. The successful candidate will collaborate with cross-functional teams to implement tailored solutions, ensuring cost-effective and efficient prescription benefit programs for our clients. Principal Duties and Responsibilities / Essential Functions: Collaborate with clients and internal stakeholders to define project objectives, scope, and deliverables. Communicate “Our Value Added Service”. Proficient on PBM marketplace, including carrier contacts and services. Monitor project progress, identify potential risks, and implement mitigation strategies. Collaborate with department heads to identify and assign skilled team members to projects. Implement and enforce quality assurance processes to ensure deliverables meet client expectations. Manage changes to project scope, schedule, and costs effectively. Maintain detailed project documentation, including project plans, meeting minutes, and status reports. Present a positive image of self and of VPS / NFP, in and out of the office. 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 $45,000.00 - $57,000.00. 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.

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. Minimum Requirements for Education, Experience, and Certifications/Licenses: Bachelor's degree, Certified Pharmacy Technician (CPhT), or other healthcare credentials 1-3 years' experience in pharmacy, benefit management, healthcare, or related industry experience Qualifications & Skills: Basic Communication Skills: Ability to effectively communicate both verbally and in writing Learning Agility: Diligence to proactively expand skillset, resolve issues, or get past roadblocks People Skills: Ability to foster positive working Use of a communication style that enhances high levels of engagement. Perseverance: Ability to follow-through, meet deadlines, and strive to exceed goals Critical Thinking Skills: Ability to look beyond the obvious, probe and provoke thoughts on alternative solutions Technology Skills: Ability to use or learn technology needed to perform to include, but not limited to, the Microsoft suite of applications: Teams, Excel, Word, Outlook, and PowerPoint. Resiliency: Flexibility to embrace continuous change and remain positive in times of uncertainty or stress Basic Math Skills: Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ethics & Integrity: Ability to comply with company confidentiality requirements as well as with HIPAA and other applicable government regulations. Office and Travel Requirements: Minimum of four days per week required in the NFP Rx Solutions office in Chesterfield, One day per week with the option to work remotely from home. No overnight travel required Physical Demands: These physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Able to lift and carry 15 pounds Able to work at a desk using computer equipment up to 95% of the time Frequent telephone use NOTE: The information in this job description indicates the general nature and level of work performed by employees in this classification. It is not a comprehensive list of all duties, responsibilities and/or qualifications required of employees assigned to this position. 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 $50,000. 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.

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 of the role: As an Account Executive in our dynamic team, you will be the cornerstone of client interactions, fostering and deepening relationships with both clients and carrier representatives on a daily basis. You'll be the key contact for clients, managing and enhancing our relationships, diving into researching and advising on various benefit plans, and taking a leading role as an advisor. This is more than a job; it's a chance to make a significant impact - both in our clients' lives and within our team. If you're ready to take this leap and become a pivotal part of our client's journey, we're excited to welcome you aboard. Essential Duties and Responsibilities: Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services. Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion. Uses online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables. (small market only) Understand and articulate alternative funding strategies. (large market only) Build and maintain strong relationships with carriers, companies and clients. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients. Anticipate client needs and identify the strategies to solve them. Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business. Understand and articulate alternative funding strategies. Work with director to develop and execute client strategy plan and defined deliverables. Oversee open enrollment process for clients; Review employee presentations and communication materials. Conduct and present annual client compliance audits. Genuine understanding of client financial mechanics and projections. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs) Review the work of the Account Managers on the team and provide informal mentorship to them. Ensure all client data is entered into CRM System (Salesforce) in a timely manner. Work with director to develop and execute client strategy plan and defined deliverables. Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services 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 Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: BA/BS preferred More than 5 years industry and product line experience. 4+ years of health and welfare consulting experience required 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 $72,000- $125,000. 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.

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 of Role: NFP Executive Benefits designs benefits plans that address the retirement savings gap confronting most of today's higher-earning executives. We offer extraordinary benefit administration that supports the simplest to the most complex plan designs. At NFP, we work with our clients directly to provide industry-leading service and technology solutions for non-qualified deferred compensation plans. We are looking for the right individual to join our growing firm. The ideal candidate will be responsible for ensuring overall client satisfaction by providing not only exceptional day-to-day customer service but also value-added plan record keeping & administration. This position is also responsible for serving as a technical resource to clients as well. Essential Duties and Responsibilities: Accurately prepare daily transactions for trade file processing to meet daily cutoff times Provide proactive customer communication with clients and peers regarding all aspects of service delivery and client transactions Respond to client inquiries in a prompt and professional manner Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiring additional research and analysis Ensure all plan activity is in compliance with plan documents and applicable regulations Perform other duties as required Knowledge, Skills, and/or Abilities: Detail oriented with demonstrated problem-solving skills Strong oral and written communication skills Ability to work in a team environment Ability to work in a fast-paced environment and possess a strong desire to learn and grow within the organization Proficiency in Excel, Word and Outlook Education and/or Experience: Bachelor's degree in accounting, business or mathematics, or equivalent background and experience Prior experience in retirement and/or 401(k) plans is preferred, but not required Certificates, Licenses, Registration: None 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 $54,000 - $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.