Sr. Benefit Coordinator

NFP•Oklahoma City, OK

About The Position

This support role assists practice leader and consultant with administrative tasks to optimize practice growth and client retention. The Sr. Coordinator manages team appointments, processes invoices, orders office supplies, coordinates registration and resources for industry events, liaises with internal and external stakeholders, and supports prospecting and client retention with routine processes ranging from pipeline reports to annual recognition.

Requirements

High School graduate or equivalent.
Minimum 2 years of experience in corporate benefits.
Ability to work independently and anticipate team needs
Effective time management and decision-making skills
Diligent follow up skills
Ability to express ideas clearly and accurately in written and verbal communications
Proficient knowledge in Outlook, PowerPoint, Word, and Excel

Nice To Haves

Preferably a bachelor's degree.
Life and Health license is welcome, but generally not required at this level.

Responsibilities

Assist team in answering administrative questions from advisors, corporate development, sales and marketing, carrier partners, industry and association contacts, solution lines within NFP and Aon, etc.
Assist in coordinating event registrations, sales marketing materials, invoices, and liaising with Totalis team if necessary.
Assist practice leader and consultant with prospecting and new business milestones, such as updating/personalizing presentations as directed by the SAE.
Assist team in scheduling meetings with NFP and Aon colleagues, prospects and customers.
Learn to compile data and resources to use in proposals, may assist in preparing proposals and sales reports.
Assist in research of questions regarding benefits, carrier plans, and resources available within NFP and Aon.
Create and maintain team calendars, to ensure completion of deadlines, growth campaigns and future deliverables.
Create and maintain shared drive in accordance with office procedures.
Track prospect and customer (BOB) data, as directed by SAE and practice leader that will be shared with Aon and Corporate leadership regularly.
Assist team in sharing practice resources, liaising with content owners for Sales and Marketing Hub, Aon Avenue, Benefit University, Knowledge Network, Microsoft Teams or Viva.
Document recurring questions, resolutions, and process updates in shared repositories (Sales and Marketing Hub/Teams/Viva/Knowledge Network/Benefit University) to improve awareness and business development.
Serve as a resource for sales and account teams.
Share best practices and build continuous improvement processes for growth and retention initiatives.
Participate in training regarding carrier products and systems, if required.
Identify, triage, and route escalated issues to the appropriate internal teams (e.g., Account Management, Operations, carriers), tracking progress through resolution.
Share issue trends and lessons learned with the team; recommend workflow improvements to reduce redundancies and prevent repeat issues.