NFP, an Aon company · 5 hours ago
Team Enablement Coordinator
Prescott, AZ
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
1+ years expNFP Corp is an award-winning company specializing in business insurance that focuses on providing consultative solutions for risk management and retirement challenges. The Team Enablement Coordinator will drive operational efficiencies, manage marketing campaigns, and ensure compliance data accuracy for NFP Medicare and Individual Advisors.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
CRM (AgencyBloc) Management and Enhancements
Creates and maintains workflows in Agency Bloc that are consistent across all regions related to individual and Medicare retention and marketing efforts
Creates and maintains procedural workflows that allow for maximum efficiency for regional sales teams
Maintains website blog using CMS approved content through AgencyBloc
Update website content as needed and requested by Regional Leaders and liaise with corporate marketing for brand governance and national support needs
Produces automated emails for quarterly and ad hoc client communications
Assists agents and NFP Medicare Services with developing an online social media presence using CMS approved content from AgencyBloc
Uploads books of businesses from group prospects, new acquisitions, new employees, or from carriers for downline and w-2 employees
Maintains contracted AgencyBloc user licenses, allocates monthly fees by region, distributes invoice for approval, and sends request for payment
Attends annual Bloc Builder conference to learn best practices and maximize efficiencies in AgencyBloc
Acts as the go-to for any AgencyBloc issues or additional training requests
Generates reporting on pipeline, revenue, client books of business, and client carrier listings, maintaining confidentiality and HIPAA as required
Compliance and Regulatory Support
Maintains E&O and licensing data on downline and w-2 agents for annual carrier audits
Requests licensure and carrier appointments in expansion and existing states
Maintains documentation on OIG and GSA exclusions for carrier audits
Liaise with corporate compliance team as needed for regulatory guidance, practice updates, issues and/or escalations
Marketing Coordination:
Monitors general email boxes for all regions and assigns leads appropriately
Works with Regional Leaders to ensure Advisors are available in all states and maintains the Advisor listing
Liaise with corporate marketing team as needed for national campaigns, resource and marketing toolkit updates, presentation templates, website support, etc
Additional duties as assigned
Qualification
Required
Strong database skills
Ability to multitask with attention to detail
Excellent interpersonal, organizational, and communication skills
Professional response to requests from personnel, clients, carriers, and the public
Effective priority and deadline management
Problem-solving and data collection skills
Interpretation of technical instructions and handling abstract/concrete variables
Requires 1+ years of experience in digital market or equivalent education
Preferred
Understanding of Medicare products and services is preferred
AgencyBloc familiarity is a plus
Microsoft suite familiarity with proficiency in Outlook and Excel
A bachelor's degree is preferred
Experience in Medicare or individual health insurance a plus
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase