Benefits Sales Support Coordinator (Hybrid – Wallingford, CT)
National Financial Partners Corp., Wallingford, CT, United States
Benefits Sales Support Coordinator (Hybrid – Wallingford, CT)
Job Category : Administrative
Requisition Number : BENEF015076
Posted: April 6, 2026
Full-Time
Hybrid
Locations Wallingford - Research 10 Research Parkway Wallingford, CT 06492, USA
Summary
The Benefits Sales Support Coordinator provides quoting, renewal, and administrative support to Account Executives and Account Managers, playing a key role in supporting new business and retaining existing clients. This position partners closely with brokers, carriers, and internal underwriting teams to ensure accurate, timely, and compliant delivery of benefit proposals and installations.
This is a full-time opportunity working a hybrid schedule, with three days per week in the office, based out of our Wallingford, CT location. The standard work schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. ET.
To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.
Essential Functions
Coordinate the marketing and quoting of life, disability, worksite, dental, and medical benefit coverages with designated carriers.
Prepare and submit RFQ packages to internal underwriting teams and external carriers; serve as the primary point of contact for RFQ-related questions and follow-ups.
Analyze, input, and maintain accurate sales and financial data in the Case Management Tool (CMT), including tracking status, sold groups, and inactive files.
Prepare and distribute customized spreadsheets, proposals, and renewal materials using Microsoft Word and Excel.
Prepare paperwork for sold case installation and coordinate enrollment materials to support timely implementation.
Communicate with brokers and sales partners to ensure installation and amendment expectations are met.
Perform initial rate calculations using the internal/external software for life, disability, dental, and medical coverages.
May deliver renewals for assigned accounts and, for smaller clients, serve as an internal account management resource.
Participate in special projects and other related duties as assigned.
Knowledge, Skills & Abilities
Strong attention to detail with the ability to maintain accuracy.
Ability to manage multiple priorities with limited direction, using sound judgment and organization skills.
Effective written and verbal communication skills.
Proficiency with Microsoft Office, particularly Excel and Word.
General math and basic analytical skills.
Familiarity with group insurance and employee benefit products is strongly preferred.
Knowledge of standard group underwriting concepts and practices is preferred.
Ability to handle confidential information with discretion.
Provide prompt, courteous, and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company’s Statement of Business Practices, affirmative action, diversity, and other standards. Actively cooperate and interact with all entities of NFP.
Education & Experience
Bachelor’s degree or equivalent experience preferred.
1–2 years of experience in employee benefits, insurance, sales support, or a related field.
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. The base salary range for this position is $43,000 to $60,000. 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 is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Requisition Number : BENEF015076
Posted: April 6, 2026
Full-Time
Hybrid
Locations Wallingford - Research 10 Research Parkway Wallingford, CT 06492, USA
Summary
The Benefits Sales Support Coordinator provides quoting, renewal, and administrative support to Account Executives and Account Managers, playing a key role in supporting new business and retaining existing clients. This position partners closely with brokers, carriers, and internal underwriting teams to ensure accurate, timely, and compliant delivery of benefit proposals and installations.
This is a full-time opportunity working a hybrid schedule, with three days per week in the office, based out of our Wallingford, CT location. The standard work schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. ET.
To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.
Essential Functions
Coordinate the marketing and quoting of life, disability, worksite, dental, and medical benefit coverages with designated carriers.
Prepare and submit RFQ packages to internal underwriting teams and external carriers; serve as the primary point of contact for RFQ-related questions and follow-ups.
Analyze, input, and maintain accurate sales and financial data in the Case Management Tool (CMT), including tracking status, sold groups, and inactive files.
Prepare and distribute customized spreadsheets, proposals, and renewal materials using Microsoft Word and Excel.
Prepare paperwork for sold case installation and coordinate enrollment materials to support timely implementation.
Communicate with brokers and sales partners to ensure installation and amendment expectations are met.
Perform initial rate calculations using the internal/external software for life, disability, dental, and medical coverages.
May deliver renewals for assigned accounts and, for smaller clients, serve as an internal account management resource.
Participate in special projects and other related duties as assigned.
Knowledge, Skills & Abilities
Strong attention to detail with the ability to maintain accuracy.
Ability to manage multiple priorities with limited direction, using sound judgment and organization skills.
Effective written and verbal communication skills.
Proficiency with Microsoft Office, particularly Excel and Word.
General math and basic analytical skills.
Familiarity with group insurance and employee benefit products is strongly preferred.
Knowledge of standard group underwriting concepts and practices is preferred.
Ability to handle confidential information with discretion.
Provide prompt, courteous, and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company’s Statement of Business Practices, affirmative action, diversity, and other standards. Actively cooperate and interact with all entities of NFP.
Education & Experience
Bachelor’s degree or equivalent experience preferred.
1–2 years of experience in employee benefits, insurance, sales support, or a related field.
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. The base salary range for this position is $43,000 to $60,000. 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 is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr