Sales Engagement Specialist Hybrid

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:

Seeking a Licensed Sales Engagement Specialist to join our Business Engagement Team. Responsibilities will include the oversight of assigned clients and brokers including, managing account activity, driving new business, processing quotes, coordinating renewals, and various other tasks to ensure a consistent and efficient process within the Health Source RI for Employers State Exchange. Additional duties will include improving workflows, monitoring tasks and the timely completion of sales objectives.

• Generate and drive new business opportunities through consulting, prospecting, and networking.
• Maintain and enhance relationships with existing client and broker base.
• Serve as main point of contact for all assigned accounts; manage client expectations through outstanding communication and superior service and support.
• Partner with Customer Support Team to ensure accurate data entry into the enrollment and billing systems.
• Investigate and resolve client or broker concern and/or issues in a timely and proactive manner.
• Attend Chamber meetings, business expositions and other industry functions to establish and develop client and broker relationships.
• Effectively utilize technology, tools and best practices and maintains professional and technical knowledge.
• Additional duties as assigned.

• Health & Life Insurance License (RI) required, or willingness to obtain within 90 days of employment
• Employee benefits experience, insurance carrier or brokerage a plus
• Knowledge of group insurance products (Health, Dental, Life, etc.)
• Excellent communication and interpersonal skills including
• Exceptional oral and written skills and ability to maintain a professional demeanor across various contexts
• Familiarity with sales or account management functions, with a strong emphasis on customer service and support
• Familiarity with CRM systems and practices, experience with Salesforce is a plus
• Self-motivated, able to work independently and take ownership of tasks

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First 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 $70,000 to $90,000.

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.