NFP Corp

Role Description The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will manage the renewal and marketing process and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned. We offer the flexibility of a remote hire - CST work hours are preferred; other time zones considered. Essential Duties and Responsibilities - Works proactively to develop relationships with carrier and client contacts; takes an active role in meetings. - Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the renewal presentation. - Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. - Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive. - Creates and maintains client files in accordance with office procedures. Keep client policy records in the agency management system. - Utilize agency management system, rating system, and carrier websites. - The first line of answering billing questions from clients and insurance company personnel. Qualifications - Highly organized with excellent verbal and written communication skills. - Self-confident to make sound independent decisions. - Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. - Ability to handle situations in a calm, courteous and professional manner. - Customer focused to establish and maintain effective relationships. - Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook. - Ability to prioritize multiple tasks to meet deadlines. - Must be able to read, analyze and reconcile financial reports. - Possess strong analytical and problem-solving skills. - Sharp attention to detail, decision-making skills, and problem resolution. - Flexibility and adaptability to changing priorities, deadlines and technology. Requirements - More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency. - Demonstrated experience in relevant lines of coverage and managing a book of business. - Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners. - Fluency with EPIC or similar agency management system. - Associate's Degree (or equivalent) or BA/BS preferred. HS Diploma or equivalent with additional education/training required. Certificates, Licenses, Registration - P&C Insurance License is required upon hire. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

Role Description We are seeking an experienced Commercial Lines, Account Executive/Sr. Account Executive with generalist coverage experience and ideally have also serviced niche Eldercare Facilities clients (includes long-term care, senior living, independent living, assisted living, nursing homes, home health, rehab and hospice). You will take on a critical advisory role in establishing high-level client engagement and relationship management of middle-market and complex clients. - Speak with authority regarding coverage analysis, claim review, and risk management efforts. - Understand alternative risk structures, including high-deductible plans, self-insurance, and layered property placements. - Conduct presentations and client meetings. - Demonstrated experience with all property and casualty coverage lines, including: - General liability - Professional liability - Property - Builders risk - Difference in conditions (DIC) - Flood - Deductible buy down workers compensation - Auto - Well-versed with management liability coverage lines (D&O, EPL, Crime, Cyber, and Fiduciary). - Support multiple Producers and manage a book of business (BOB) of $1.5M revenue. Qualifications - Property and casualty insurance license upon hire is required. - Professional designations preferred/helpful (CIC, AAI, CISR, CPIA). - Ideally 10+ years Property Casualty servicing experience. - BA/BS degree is preferred; HS Diploma or equivalent is required. - Demonstrated in-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters. - Strong written, verbal, and negotiation skills. - Ability to prioritize and self-manage workload. - Advanced MS Office skills, including Excel, Word, PowerPoint. - EPIC experience is preferred, but other agency management system experience will be considered. Requirements - Manage primary client relationship and development of customer service plan. - Maintain a focus on growth and retention of assigned book of business. - Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions, or concerns. - Initiate client meetings to strategize for the renewal marketing process and advise on the best coverage alternatives. - Review ownership and management contracts, property leases, and other contractual documents for compliance purposes. - Discuss and negotiate coverage and related pricing with carriers and wholesalers based on an in-depth understanding of client’s exposures and historical claims. - Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations, and recommended coverage options. - Conduct renewal presentations with clients either individually or with other team members. - Strong knowledge of Marketing/Underwriting Process. - Be a strategic negotiator to obtain comprehensive coverage and the most competitive premium. - Develop strong relationships with business partners including carrier underwriters, wholesalers, and other professional service providers. - Ability to travel 2-3 times a year as required for client or other meetings. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

Role Description The Case Manager’s purpose is to assist the advisor throughout the underwriting and requirement gathering process until the case or conversion has been placed. The Case Manager ensures that all cases move as efficiently through the process as possible, accurately and completely documenting all case activity during the application or conversion process. They proactively communicate via phone calls and emails with the advisor, carrier, and others to complete the needed requirements. Case Managers provide best-in-class service by reviewing their cases on a frequent basis and advocating for the advisor and insured with the carriers. This is a full-time, remote opportunity working Monday through Friday, 8:30am - 5:30pm CT regardless of residential time zone. - Contribute to the overall success and profitability of the agency. - Own and manage an individual caseload of in‑process life insurance applications from underwriting approval through issue and placement. - Serve as the primary point of contact for all case-related matters, including coordination with internal departments, advisors, and insurance carriers. - Manage and respond to case status requests from advisors and correspond with insurance carriers to resolve outstanding requirements in a timely manner. - Build and maintain effective working relationships with regional offices, carrier new business and underwriting teams, and internal team members. - Collaborate on cross-functional projects with operations or other DBS teams to improve efficiency, enhance transparency, and support a seamless customer experience. - Develop a strong understanding of life insurance carrier processes and underwriting guidelines to serve as a trusted new business resource for advisors and their offices. - Promote key new business initiatives to support usage, adoption, and awareness of DBS platforms and tools. - Consistently meet daily production expectations and quality standards for written and verbal communication. - Exempt position (salaried). - Expectation of overtime hours as needed to accomplish daily tasks. Qualifications - Demonstrated time management and organizational skills, with the ability to prioritize workload effectively. - Ability and willingness to support team objectives while also working independently. - Positive attitude with strong problem-solving skills and a customer-focused mindset. - Ability to communicate clearly, professionally, and consistently in both verbal and written formats with internal and external customers. - Working knowledge of life insurance products, carrier underwriting processes, and illustrations. - Ability to support advisors with questions and usage of DBS website platforms. Requirements - High school diploma or equivalent required. - Minimum of two years of experience within a life insurance or brokerage environment. - Strong working knowledge of life insurance case processing. - Life & Health license preferred. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

Role Description LTCI Partners is seeking a technology-forward Digital marketing strategist to support advisor and consumer engagement, sales enablement, marketing operations, and reporting. This role partners closely with sales, marketing, and leadership to execute campaigns, manage HubSpot workflows, support advisors, and implement AI-driven efficiencies. Key Responsibilities: - Create and execute marketing campaigns using HubSpot including emails, workflows, landing pages, and reporting. - Manage LTCI Partners social media presence and channels. - Support advisor-facing initiatives, webinars, and educational campaigns. - Create and manage sales enablement materials such as presentations, one-pagers, and PPT/email templates. - Maintain and report marketing data, segmentation, and campaign tracking. - Identify opportunities to use AI tools and automation to improve efficiency. - Coordinate across sales, compliance, and product teams. Qualifications - 4+ years of marketing or sales enablement experience. - Hands-on experience with HubSpot or similar marketing automation platform. - Email deliverability expertise. - Strong analytical, project management, and communication skills. - Experience supporting sales teams with marketing tools and content. - Fluency with Microsoft 365 tools. Requirements - Preferred Experience: - Insurance or financial services industry experience. - Experience with Salesforce, Power BI, or AI tools. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives.

Role Description As an Account Executive in Mid, Large, and Strategic Market segments, you will support consultants in managing client accounts by researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs for employers. The expectation at this level is that the Account Executive will exercise more independent thinking and be able to complete projects with little guidance from consultants. Often, tasks are time sensitive and the employee may be working under intense deadlines and pressure. This position is open to fully remote candidates located in ET time zone. Individuals located near the Bethesda, MD office will be expected to work in a hybrid capacity. Responsibilities - Data entry and analysis - Assist the consulting team in gathering, organizing, entering and analyzing data using Excel spreadsheets for various client projects. - Increased focus on analysis of results and managing portions of projects, including reviewing the work of lower level analysts. - Examples of the types of projects and responsibilities include: - Marketing efforts – gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client. - Plan design consolidation – gather data from the client and current vendors needed for analyzing the impact of a client’s consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data. - For experience rated clients – Cost projections and vendor renewal workups – gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings. - Tracking claims experience – gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis. - Health and Benefits products – understand vendor/carrier markets, advanced underwriting and financial skills, and technical tools. - Project management & consulting skills – understand and demonstrate project management and consulting skills such as: - Managing the quality and timeliness of client deliverables. - Helping to develop budgets and billing reports. - Participating in client calls and meetings as appropriate. - Delegating to and reviewing project work of other team members. - Assisting with the preparation and delivery of clear and concise client-friendly communications. - Develop and present benchmarking reports – gather and analyze health benefits data from a national survey administered and published by multiple sources. Qualifications - BA/BS preferred - Three to five years of industry experience required - Intermediate to Advanced knowledge of MS Office Tools (Excel, PowerPoint) - Excellent interpersonal skills; strong oral and written communication skills - Ability to prioritize and handle multiple tasks in a demanding work environment - Ability to work independently and on a team - Availability to travel on an as needed basis - Life & Health License required Benefits - Competitive salary - PTO & paid holidays - 401(k) with match - Exclusive discount programs - Health & wellness programs - Base salary range for this position is $72,000–$150,000, determined by factors including 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. - This position may be eligible for performance-based incentives.

Role Description Under the general direction of the Deputy Chief Compliance Officer, the AVP or VP of Benefits Compliance, sometimes also referred to in the industry as “Benefits Compliance Counsel”, “ERISA Counsel”, “Employee Benefits Attorney”, or “Benefits Compliance Specialist”, will join a team of other compliance attorneys and specialists dedicated to providing exemplary benefits compliance services with a primary focus on developing and delivering high-quality compliance content, thought leadership, and technical guidance. This role is central to translating complex group employee health & welfare benefit regulations into clear, actionable insights for internal consultants and external clients. The VP will develop whitepapers, compliance bulletins, and educational materials, while also supporting client advisory work, internal training initiatives, and delivering client webinars. This individual will operate as both a subject matter expert and a strategic partner to the business, helping to shape the firm’s compliance narrative and market-facing expertise. Qualifications - Deep knowledge of ERISA, HIPAA, COBRA, ACA, MHPAEA, FMLA, CAA 2021, Transparency in Coverage rules, Section 125 plans, tax-advantaged arrangements (e.g., FSAs, HRAs, and HSAs), state PFML laws, and state employee health and welfare benefit laws. - Exceptional writing and editing skills, with the ability to produce clear, concise, and engaging compliance content for a non-legal audience. - Ability to synthesize complex legal concepts into practical business guidance. - Strong presentation skills, with experience leading webinars and educational sessions. - Proven ability to function as a thought leader and trusted advisor in a fast-paced, client-facing environment. - Strong research and analytical capabilities, with attention to detail and accuracy. - Ability to collaborate cross-functionally with consulting, sales, and leadership teams. - Highly organized with the ability to manage multiple competing priorities and deadlines. Requirements - Law degree preferred. - Prior experience with federal or state governmental regulatory body a plus. - CEBS designation (or equivalent industry experience) preferred. - Minimum 4 years of experience in employee benefits compliance. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

Role Description This position offers hands-on experience working with real insurance data and analytics projects as part of NFP’s Property & Casualty Actuarial team. You’ll work with experienced analysts and actuaries to analyze large datasets, build models and dashboards, automate workflows and translate data into actionable insights used by underwriters, leadership and clients. We are open to hiring remote in the US. - Manage multiple client specific deliverables related to renewals and other special projects - Have primary project responsibility for actuarial reserve analyses, captive feasibility studies, insurance program pricing studies, loss forecasting, variability analysis and simulation modeling - Organize, assemble and prepare effective communications for submissions and proposals - Assist in collecting, cleaning, and analyzing data using Excel, R, Python, SQL and Power BI - Support the development of analytical tools, reports, and dashboards - Automate recurring data and reporting processes - Assist with statistical analysis and modeling - Validate data, review results, and help ensure outputs are accurate and well-documented - Collaborate with your manager and colleagues to brainstorm ideas, solve problems, and achieve project goals Qualifications - Proficiency with Excel and at least one scripting language (R, Python, SQL) - Ability to work with large datasets and strong attention to detail - Comfort learning new tools and concepts in a fast-paced environment - Ability to manage tasks independently while working as part of a team - Strong written and verbal communication skills - Strong client presence with project management, presentation and facilitation skills - Well organized with the ability to handle several projects/clients simultaneously Requirements - Bachelors degree in a quantitative field such as Actuarial Science, Mathematics, Data Science or related discipline - 2 – 5 years of related insurance industry experience - Progress toward Associate of the Casualty Actuarial Society (ACAS) certification a plus Benefits - Competitive salary - PTO & paid holidays - 401(k) with match - Exclusive discount programs - Health & wellness programs - Performance-based incentives

Role Description The Senior Private Equity Broker is responsible for broking new and renewal business on behalf of private equity sponsors and their portfolio companies, managing all aspects of placements from initial market strategy through policy delivery. This role focuses on the largest and most complex placements and serves as a senior advisor to private equity sponsors across the full investment lifecycle, including: - Pre-acquisition due diligence - Transaction execution - Post-close integration - Ongoing portfolio risk optimization The role also carries leadership responsibility for mentoring team members and cultivating strong carrier, sponsor, and advisor relationships. Qualifications - Bachelor’s degree or equivalent - Minimum seven (7) years of insurance experience, including private equity-backed clients or M&A transactions - Leadership experience preferred Requirements - Active P&C license required - Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred Benefits - Competitive salary - PTO & paid holidays - 401(k) with match - Exclusive discount programs - Health & wellness programs - Performance-based incentives

Role Description We are seeking a Safety & Risk Control Consultant – Property Focus to support national property risk control coverage for NFP clients. This role is designed to serve large, multi-state and complex property accounts, providing consistent property risk control, regulatory guidance, and loss prevention support across geographies. While the role supports clients nationwide, Denver, Chicago, and Dallas have been identified as preferred hub locations to support efficient national coverage and collaboration. This is a full-time opportunity with the option of working remotely when not traveling. Travel required up to 70% nationally. Key Responsibilities - Conduct on-site and virtual property risk control surveys and assessments for commercial and complex property accounts nationwide. - Evaluate property exposures including construction, occupancy, protection, exposure (COPE), and natural catastrophe risks. - Assess fire protection systems, life safety features, building construction, and impairment management practices. - Identify deficiencies related to property maintenance, emergency preparedness, and loss prevention controls. - Provide consultative guidance on OSHA and DOT regulatory requirements as they relate to property operations, facilities, and transportation-adjacent exposures. - Develop clear, actionable property risk improvement recommendations aligned with carrier, underwriting, and regulatory expectations. - Prepare professional property risk control reports suitable for clients, carriers, and underwriters. - Support brokerage teams with renewal strategy, underwriting support, and carrier engagement for property placements. - Collaborate with producers, account managers, and carrier partners on property-driven risk strategies. - Participate in client meetings, portfolio reviews, and national service initiatives as needed. Qualifications - 4+ years of experience in Property Risk Control / Risk Engineering with a property & casualty insurance carrier, broker, or consulting organization. - Strong understanding of commercial property exposures, loss prevention principles, and regulatory compliance. - Working knowledge of OSHA standards and DOT regulations, including how they apply to facilities, operations, and transportation-related risks. - Ability to interpret regulatory requirements and translate them into practical, defensible recommendations for clients. - Comfortable supporting multi-state and national client portfolios from a hub-based location. - Strong written and verbal communication skills, with the ability to convey technical findings clearly. - Highly organized, self-directed, and effective in a remote, travel-based role. - Valid driver’s license required. Requirements - Bachelor’s degree in Engineering, Fire Protection, Construction Management, Risk Management, Occupational Safety, or related field. - Experience supporting large commercial property portfolios, real estate, manufacturing, warehousing, logistics, or complex facilities. - Familiarity with NFPA standards, FM Global data sheets, and carrier property guidelines. - Professional certifications such as PE, CFPS, CSP or equivalent (preferred). - Proficiency in Excel, PowerPoint and Microsoft Office Suite. - Experience using safety and risk control web‑based systems, platforms, and applications. - Proven risk control training and public speaking experience. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

Role Description The Commercial Associate Broker II provides support to broking team members and contributes to strategic recommendations, problem solving, and solution development for prospects and clients. This role focuses on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. - Participate in the analysis of clients’ or prospects’ existing programs and ensure requirements. - Review current policies and formulate recommendations for customized risk solutions. - Effectively negotiate with insurance carriers; drive financial and non-financial outcomes that support organic revenue development and retention. - Seize upon opportunities to creatively upsell and cross-sell, leading to greater client product density and expanded account margin. - Ensure placements are handled according to NFP’s service model standards and timelines. - Support the team in developing client/prospect diagnostics – working at the direction of the Broker or Senior Broker to complete a total program assessment. - Assist in timely production of required documentation and follow-up, ensuring timely flow of materials. - Assist team members with proposal development for existing and prospective clients. - Respond to client queries and concerns to resolve issues promptly. - Review binders and policies to ensure terms and conditions are accurately reflected. - Attend client meetings with team; leading to refined and enhanced client communication and presentation skills. - Present to local account executives, participate in RFPs, occasional client meetings and conference calls. - Support the deployment of data and analytics to provide program insights for clients and the broking team. - Develop productive business relationships with key insurance underwriters and local NFP account teams. - Cultivate a thorough understanding of markets to better assist the broking team. - Execute on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization. - Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers. - Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion. Qualifications - Strong written and verbal communication skills. - Ability to successfully interact with a variety of people. - Solid negotiation skills – ability to adjust approach to effectively drive optimal outcomes depending on different personalities. - Demonstrated ability to work independently and as part of a team. - Strong attention to detail, demonstrating reliability and accuracy. - Strong organizational skills with the ability to adjust to changing workload and priorities. - Able to coordinate resources and responsibilities. - Self-motivated with positive attitude and sense of urgency. - Detail-oriented with strong analytical skills, both quantitative and qualitative. - Demonstrated knowledge using Microsoft Office Suite. - Experience with Epic (agency management system) a plus. Requirements - Bachelor’s degree or equivalent required. - Working knowledge of carrier underwriting practices and processes preferred. - P&C License required or obtained within 90 days of employment. - Advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives.