BOLI Design & Sales Support, Service Specialist (hybrid/remote)

DESIG013922_6Who We AreNFP, 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: https://www.NFP.com.Job SummaryThis 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 to the team, via your operational and analytical deliverables.This is a full-time position with the flexibility of working a hybrid schedule from one of these NFP offices: Warrington, PA (Philadelphia); Atlanta, GA; Plymouth, MN (Minneapolis); or Franklin, TN (Nashville). We will consider a remote option for well-qualified candidates with BOLI experience. 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 Duties And RequirementsBOLI & Financial Considerations:Understands BOLI product design and appropriate usesKnowledge of Non-Qualified Executive Benefit plans and BOLI funding strategiesExercises 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 designWorking With Clients & CustomersCommunicates and models excellent customer service with both internal and external clients by seeking information to understand circumstances, problems, and expectationsConsiders how actions or plans will affect clients and others; responds quickly to resolve problems or issuesSeeks out and is receptive to appropriate feedback from manager, team members, and peersMaintains a professional approach to communication that attracts and retains all clientsEmployee ConductTakes responsibility for own actions and demonstrates appropriate ethical conductHonors commitments to perform work and accepts responsibility for outcomes and resultsModels a high standard of personal development by maintaining necessary licenses and certifications while completing required continuing education classesOperational ExcellenceEnsures high accuracy and attention to detail in the finalization of proposals. Collaborates with team members to cross-check data and plan design integrityPrepares final proposals based on results received from Client Relationship Manager and subsequent system-generated documentation materialsCommunicates 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 parametersNFP’s PeopleFirst RequirementsWorks collaboratively with team members to meet goals and deadlines. Encourages knowledge sharing and contributes positively to team dynamicsAppreciates the individual differences that each team member possesses and encourages associates to capitalize on unique talents that the team can provideLeads by example and consistently models inclusive behaviors such as mutual respect, empathy, and open dialogueShares important and relevant information with the team in order to raise the performance of the entire team without specific regard to personal rewardWorks consistently with associates in the achievement of team performance targets and goalsAcknowledges the success of associates and recognizes accomplishmentsEducationQualification Guidelines:Bachelor’s or master’s degree in business (Accounting or Finance) is preferred. Equivalent work experience in banking, insurance, or non-qualified benefit plans may substitute for degreeHigh school diploma or equivalent is requiredExperienceThree to five years of experience in a similar occupation is preferred; experience with BOLI or non-qualified benefit plans is highly desired. Commensurate experience in banking or with financial institutions will be consideredCritical RequirementsAdvanced proficiency in Microsoft 365 Applications including experience with complex financial modeling in Microsoft Excel or Power BIProficient in Microsoft Word, SharePoint, Outlook, Teams, and Salesforce CRMLife insurance license required at hire or within a designated time after hireAdditional AbilitiesStrong organizational skills, with the ability to prioritize tasks under tight deadlinesDemonstrated analytical and problem-solving abilitiesExcellent written and verbal communication skillsExcellent project and time management skillsWhen 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 shiftWhat We OfferWe'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.NAAIA2025