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Careers
Charlotte, NC | Intern
$104k-137k (estimate)
2 Weeks Ago
Wealth/Retirement Intern - Charlotte
Careers Charlotte, NC
$104k-137k (estimate)
Intern 2 Weeks Ago
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Careers is Hiring a Wealth/Retirement Intern - Charlotte Near Charlotte, NC

Who We Are

NFP is a seven-time 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’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

This is a hybrid position with in-office flexibility 2-3 days a week.

SUMMARY:

This is a summer internship, working with SVPs, Account Executives, and Account Managers to service client accounts and build strong relationships with internal team members. The position requires day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

  • Attend to client requests including product or vendor service or performance challenges
  • Create monthly, quarterly and annual reports for client review as needed
  • Assist with client renewals and marketing and client meeting presentations
  • Assist with creating and updating benefits related guides, education resources and cost analysis for clients
  • Assist with collection and management of annual benchmarking surveys
  • Prepare and conduct RFP’s for vendor products and services to ensure best-in-class offerings for clients
  • Develop familiarity with NFP’s Salesforce.com instance.
  • Provide overflow administration support and assist with ad hoc projects as required
  • Keep all information and records confidential
  • Other duties as assigned

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

  • Strong organizational skills with the ability to handle multiple tasks in a fast-paced environment
  • Strong computer skills including proficiency with Microsoft Office applications
  • Customer service oriented
  • Strong problem solving ability
  • Cultivating relationship ability
  • Strong analytical skills
  • Excellent communication (verbal and writing) and interpersonal skills
  • Be able to initiate and follow through with independent projects
  • Proven client management expertise
  • Ability to manage multiple tasks in same time frame

EDUCATION AND/OR EXPERIENCE: 

  • Junior or senior of a four-year university preferred
  • Demonstrated leadership experience in college, community, internship, or co-op experience
  • Knowledge of Microsoft Outlook, Excel, PowerPoint and Word

What We Offer

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.

Job Summary

JOB TYPE

Intern

SALARY

$104k-137k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

05/12/2024

WEBSITE

careersinc-pr.com

HEADQUARTERS

BIRMINGHAM, ENGLAND

SIZE

100 - 200

FOUNDED

2005

CEO

MUKESH PATEL

REVENUE

$5M - $10M

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