WHO WE ARE:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.
About Totalis Benefits: We are a leading General Agency specializing in providing expert support and strategic solutions to insurance Brokers and Account Executives. Our mission is to empower our partners with the tools, knowledge, and resources they need to deliver exceptional Life and Disability insurance solutions to their clients.
Summary: As a Senior Consultant focused on Life and Disability coverage, you will serve as a trusted advisor to our broker and account executive partners. You will provide product expertise, case consultation, and strategic guidance to help them design and deliver optimal insurance solutions for their clients. This role requires a deep understanding of Life and Disability insurance products, strong communication skills, and a collaborative mindset. You will lead the team responsible for implementation of larger Key Accounts and/or National Accounts clients.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Advanced knowledge of carrier plan designs and portal/systems, often specializing in one of more carriers.
• Exceptional analytical skills and problem solving
• Exceptional oral and written communication skills
• Exceptional organization to follow up with carriers and clients
• Well organized with the ability to handle several clients simultaneously
• Proficiency with MS Office products, Including Outlook, Word, Excel, PowerPoint, and Adobe PDF.
• Dedicated work ethic with a commitment to client service excellence
• Strong sense of urgency; however extremely accurate
• Experience working in team environment, lead capacity
• Proven ability to build and maintain professional relationships

EDUCATION, LICENSING, AND/OR EXPERIENCE:

• BS/BA or Higher College Degree
• Life and Health Insurance License required
• Minimum of 7 Years of related industry experience, specifically in a sales or client facing position
  Travel: Ability to travel as needed for work; however, travel is not expected to be more than 25%-30% of time

• Serve as a subject matter expert on Life and Disability insurance products, underwriting guidelines, and carrier offerings.
• Consult with brokers and account executives to assess client needs and recommend appropriate insurance solutions.
• Support the sales process by preparing product comparisons, illustrations, and proposals, beyond the Analyst output.
• Assist with alternative case design, quoting, and application submission processes.
• Maintain strong relationships with carrier partners to stay current on product updates, underwriting trends, and market changes.
• Provide training and education to brokers and internal teams on Life and Disability products and sales strategies.
• Troubleshoot and resolve issues related to underwriting, policy issuance, and client servicing.
• Collaborate with internal teams to ensure a seamless experience for brokers and their clients.
• Capacity to manage 3-4 employees
• Other duties and projects as assigned by VP, or SVP, lead capacity