Personal Risk Insurance Assistant - Will Train (future)

NFP Corp

To apply for this position please CLICK HERE

Who We Are

Summary of Role :

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.

You will participate in special projects as assigned by management or senior-level staff (e.g. Account Managers or Account Executives) and will train with the team that will assist in your learning and development.

Essential Duties and Responsibilities :

• Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
• Maintains electronic suspense file in Epic as part of daily work management
• Will assist on various projects as needed and assigned by the Department Manager
• Mail processing
• Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites
• Performs policy checking
• 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 Personal Lines 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

Certificates, Licenses, Registration :

P&C License is not required upon hire but may 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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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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.