Private Client Account Coordinator - Northeast Region (Hybrid or Remote)
NFP, an Aon company, Wolfeboro, New Hampshire, us, 03894
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.
Summary The Account Coordinator is a support role, requiring the team member to assist the Account Executives from various NFP offices across an assigned geography. The individual provides administrative and processing support for client accounts having insurance with various insurance carriers. While in this role, the Account 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 Account Coordinator will begin to learn the functions of the Account Executives and continue to expand upon their industry knowledge through special projects as directed by senior team members.
This role is open to a hybrid or fully remote work arrangement. When working from home, employees must maintain a private and secure workspace to protect company equipment and correspondence, have reliable high-speed internet, remain present and responsive online, and minimize personal interruptions during the workday.
The standard work schedule for this position is Monday through Friday, 8:00 AM to 5:00 PM.
Essential Duties And Responsibilities
Assist a team of Account Executives with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards
Will liaise with external carriers and escrow companies
Inputs changes (such as renewals) and files various items electronically in EPIC document management system
Follow up with the insurance companies for outstanding policy endorsements, etc
Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
Maintains suspense file both electronic and manual for various correspondence and endorsements
Processes premium and non-premium endorsements
Will assist on various projects as needed and assign by Department Manager
Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites
Creates and maintains client files in the agency management system in accordance with office workflow and procedures
Work with other departments to ensure data integrity
Experience And Qualifications
Ideal candidates will have 2+ years of administration/ops and customer service experience
Experience in P&C insurance, especially Private Client Group coverage is highly desired
HS Diploma or GED required: additional education/training preferred
Experience in insurance and EPIC software is desired
Proficiency in Outlook, Word and Excel
Good written and verbal communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of stakeholders
Team player, adaptive to mentoring and continual learning
Solid analytical and problem-solving skills
Strong emphasis on attention to detail
Strong priority management skills
To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection
Certificates, Licenses, Registration
P&C License is not required upon hire but will be required within six months of hire
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 $32,000 – $47,000. 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.
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Summary The Account Coordinator is a support role, requiring the team member to assist the Account Executives from various NFP offices across an assigned geography. The individual provides administrative and processing support for client accounts having insurance with various insurance carriers. While in this role, the Account 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 Account Coordinator will begin to learn the functions of the Account Executives and continue to expand upon their industry knowledge through special projects as directed by senior team members.
This role is open to a hybrid or fully remote work arrangement. When working from home, employees must maintain a private and secure workspace to protect company equipment and correspondence, have reliable high-speed internet, remain present and responsive online, and minimize personal interruptions during the workday.
The standard work schedule for this position is Monday through Friday, 8:00 AM to 5:00 PM.
Essential Duties And Responsibilities
Assist a team of Account Executives with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards
Will liaise with external carriers and escrow companies
Inputs changes (such as renewals) and files various items electronically in EPIC document management system
Follow up with the insurance companies for outstanding policy endorsements, etc
Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
Maintains suspense file both electronic and manual for various correspondence and endorsements
Processes premium and non-premium endorsements
Will assist on various projects as needed and assign by Department Manager
Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites
Creates and maintains client files in the agency management system in accordance with office workflow and procedures
Work with other departments to ensure data integrity
Experience And Qualifications
Ideal candidates will have 2+ years of administration/ops and customer service experience
Experience in P&C insurance, especially Private Client Group coverage is highly desired
HS Diploma or GED required: additional education/training preferred
Experience in insurance and EPIC software is desired
Proficiency in Outlook, Word and Excel
Good written and verbal communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of stakeholders
Team player, adaptive to mentoring and continual learning
Solid analytical and problem-solving skills
Strong emphasis on attention to detail
Strong priority management skills
To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection
Certificates, Licenses, Registration
P&C License is not required upon hire but will be required within six months of hire
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 $32,000 – $47,000. 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.
#J-18808-Ljbffr