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: https://www.NFP.com.
Summary: This is a support role, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and trainings with the team that will assist in their learning and development.
This is a full-time opportunity open to a hybrid work schedule from our Glendale, AZ office.
Essential Duties and Responsibilities:
- Creates and maintain client files in accordance with office procedures.
- Prepares ID cards, certificates of insurance, Acord applications, binders and cancellations under direction of more senior level staff.
- Learns to compile data for the Account Management Team to use in proposals and coverage checklists., May also assist in preparing proposals.
- Assist account teams remarket renewals at direction of Account Management Team.
- Assist account teams by submit endorsement requests
- Assist account teams with manual renewal/bind requests
- Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters for Manual renewal policies
- Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.
Knowledge, Skills, and/or Abilities:
- Good written and verbal communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people
- Team player, adaptive to mentoring and continual learning
- Must be able to read, analyze and reconcile financial reports.
- Possess good analytical and problem solving skills
- Attention to details
- May be required to work overtime as necessary
Education and/or Experience:
- High School graduate or equivalent
- 1-2 years related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registration:
- Resident P&C License
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. 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. The base salary range for this position is $31,000 – $43,000. 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 and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
