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Account Coordinator Hybrid - Military Veterans

at NFP

NFP Corp





To apply for this position please CLICK HERE

Who We Are:  

NFP, an Aon company, is a multiple 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 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.

NFP is seeking a Sr. Coordinator. This is a support role, requiring the senior coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Senior Coordinator will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process and continue to expand upon their industry knowledge through special projects as directed by senior team members.

Essential Duties and Responsibilities:

  • Gains exposure to clients and carrier contacts; attends meetings and calls, primarily does not take active role
  • Assists Account Management Team in preparing insurance for company proposal requests.
  • Performs policy checking, completes coverage checklists and coverage recommendation letters.
  • Creates and maintains client files in the Agency Mgmt. System in accordance with office procedures. When order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice.
  • Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

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 or equivalent;
  • More than 2 years related experience and/or training; or equivalent combination of education and experience.

Certificates, Licenses, Registration:

  • P&C License is generally not required at this level but may be required by state law.

What We Offer:

NFP is 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 $45,000 – $75,000. 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.

 

NFP is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.

Simi Valley, CA

NFP
NFP

Who We Are

NFP, an Aon Company, is a multi-year 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 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.

 

Our teams strive to embody excellence in everything we do – and we’re proud to be recognized for it. Our vision isn’t all about the numbers. But we’ve found that our reputation as an exceptional provider of personal and corporate consultative services hasn’t gone unnoticed. We’re proud to say we’re the:

 

  • #7 Largest benefits broker by global revenue, Business Insurance
  • #8 Best place to work in insurance, Business Insurance 
  • #8 Commercial lines agency, Insurance Journal 
  • #10 Largest property & casualty agency, Insurance Journal
  • #13 Personal lines agency, Insurance Journal
  • #13 Global insurance broker, Best's Review 
  • #13 Largest broker of US business, Business Insurance

 

We’re also 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.

 

NFP and You... Better Together!

 

NFP is an inclusive Equal Employment Opportunity employer.

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