Service Specialist

Primary Responsibilities:

  • Prepares meeting materials and client deliverables
  • Utilizes software for report creation
  • Sets and confirms consultant appointments
  • Coordinates with service providers to obtain necessary information
  • Answers and refers phone inquiries
  • Manages/updates databases

Knowledge, Skills, Abilities Required:

  • Excellent written and oral communication skills
  • Strong organizational skills with the ability to multi-task
  • Accurate typing skills
  • Capacity to respond appropriately to clients and escalate issues to management if necessary
  • Ability to apply problem-solving skills to complete tasks
  • Must work well in a team environment with a positive attitude

Preferred Experience:

  • Strong working knowledge of Microsoft Office products and/or other computer software systems

Meet Some of NFP's Employees

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Josephine W.

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Josephine is responsible for overseeing the day-to-day employee benefits management of NFP’s small business clients by answering questions, keeping accurate files, and finding great rates.


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