Home Invites Members Groups Events Careers Directories Videos News Photos Blogs Singles Forums Chat Health & Wellness
Home > Career Center > Job Seekers > Job Search
Job Title: (Remote) WellCents Coordinator
Company Name: NFP Corp.
Location: Aliso Viejo, CA
Position Type: Full Time
Post Date: 05/24/2024
Expire Date: 08/13/2024
Job Categories: Finance/Economics, Financial Services, Information Technology, Insurance, Other / General, Publishing, Broadcasting/Communications
Job Description
(Remote) WellCents Coordinator

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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.

NFP Retirement, Inc. is looking to hire a WellCents Coordinator.

This position has the opportunity to work on a remote schedule.

Job Description

  • Handles all support functions for client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in incoming calls and emails.
  • Manages meeting input and availability in the RPAG system.
  • Schedules ad hoc meetings for employee with their assigned Financial Professional as needed. This includes tracking receipt of meeting summaries and accurately inputting data into client records.
  • Supports team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments.
  • Produces promotional materials for scheduled events. This will include email campaigns, flyers and other materials as needed by clients.
  • Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi-weekly status calls and ongoing oversight of each client’s financial wellness program.
  • Other program related tasks as needed.

Competencies

  • Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
  • Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
  • Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
  • Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions.
  • Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues.

What We Offer

NFP is 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 $36,000 – $62,000. 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.

Share |
Contact Information
Company Name: NFP Corp.
Website:https://nfpcorp.contacthr.com/138022147
Company Description:

Please visit our employer showcase!
Apply Now | Forward Job to a Friend | More Jobs From This Employer

(Advertise Here)
New Members
>> more | invite 
Latest Jobs
Auditor with U.S. Customs and Border Protection (CBP) in Long Beach, CA; Miami, FL; Honolulu, HI; Buffalo, , US.
Senior Auditor with U.S. Customs and Border Protection (CBP) in Minneapolis, MN.
Senior Auditor with U.S. Customs and Border Protection (CBP) in Chicago, IL.
Senior Auditor with U.S. Customs and Border Protection (CBP) in San Jose, CA.
Senior Auditor with U.S. Customs and Border Protection (CBP) in San Francisco, CA.
>> more | add
Employer Showcase
>> more | add