BOLI Design & Sales Support, Service Specialist (hybrid/remote)
5 Days Old
Join to apply for the BOLI Design & Sales Support, Service Specialist (hybrid/remote) role at NFP, an Aon company .
Job Summary
This position’s primary responsibility is to provide NFP Banking Practice Sales Support by modeling benefit and bank-owned life insurance (BOLI) proposals; evaluating proposed plans to provide accounting and related implementation guidance to clients; and providing review and analysis of proposed benefit plan designs. This role involves collaborating with other team members, consultants, and client relationship managers to ensure plan accuracy, quality, and compliance with relevant regulations. This position reports directly to the Senior Vice President of the Banking Practice. Through these relationships, you will have the advantage of mentorship for your growth and development. This is an Associate-Level role and is not a sales role. You will provide sales support via operational and analytical functions.
Job Duties and Requirements
BOLI & Financial Considerations
Understands BOLI product design and appropriate uses
Knowledge of Non-Qualified Executive Benefit plans and BOLI funding strategies
Exercises knowledge of and effectively communicates tax, accounting, plan design, and regulatory technical information and provides support to Consultants and Client Relationship Managers regarding plan design analysis and product design
Working With Clients & Customers
Communicates and models excellent customer service with both internal and external clients by seeking information to understand circumstances, problems, and expectations
Considers how actions or plans will affect clients and others; responds quickly to resolve problems or issues
Seeks out and is receptive to appropriate feedback from manager, team members, and peers
Maintains a professional approach to communication that attracts and retains all clients
Employee Conduct
Takes responsibility for own actions and demonstrates appropriate ethical conduct
Honors commitments to perform work and accepts responsibility for outcomes and results
Models a high standard of personal development by maintaining necessary licenses and certifications while completing required continuing education
Operational Excellence
Ensures high accuracy and attention to detail in the finalization of proposals. Collaborates with team members to cross-check data and plan design integrity
Prepares final proposals based on results received from Client Relationship Manager and subsequent system-generated documentation materials
Communicates with the Client Relationship Managers and Quality Assurance Manager when needed to ensure accurate system data and that the final proposals accurately reflect final plan design parameters
NFP’s PeopleFirst Requirements
Works collaboratively with team members to meet goals and deadlines. Encourages knowledge sharing and contributes positively to team dynamics
Appreciates the individual differences that each team member possesses and encourages associates to capitalize on unique talents that the team can provide
Leads by example and consistently models inclusive behaviors such as mutual respect, empathy, and open dialogue
Shares important and relevant information with the team in order to raise the performance of the entire team without specific regard to personal reward
Works consistently with associates in the achievement of team performance targets and goals
Acknowledges the success of associates and recognizes accomplishments
Education
Qualification Guidelines
Bachelor’s or master’s degree in business (Accounting or Finance preferred). Equivalent work experience in banking, insurance, or non-qualified benefit plans may substitute for degree
Experience
Three to five years of experience in a similar occupation is preferred; experience with BOLI or non-qualified benefit plans is preferred. Commensurate experience in banking or with financial institutions will be considered
Critical Requirements
Advanced proficiency in Microsoft 365 Applications including experience with complex financial modeling in Microsoft Excel or Power BI
Proficient in Microsoft Word, SharePoint, Outlook, Teams, and Salesforce CRM
Life insurance license required at hire or within a designated time after hire
Additional Abilities
Strong organizational skills, with the ability to prioritize tasks under tight deadlines
Demonstrated analytical and problem-solving abilities
Excellent written and verbal communication skills
Excellent project and time management skills
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 $52,000– $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.
Job metadata
Employment type: Full-time | Job function: Consulting | Industries: Insurance
Note: This refined description focuses on responsibilities and qualifications and excludes non-essential boilerplate and site-specific notices.
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- Location:
- Atlanta, GA, United States
- Job Type:
- FullTime
- Category:
- IT & Technology
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