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.
Essential Duties and Responsibilities:
- Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.
- Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
- First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Knowledge, Skills, and/or Abilities:
- Highly organized with excellent verbal and written communication skills.
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
- Ability to handle situations in a calm, courteous and professional manner
- Customer focused to establish and maintain effective relationships
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Must be able to read, analyze and reconcile financial reports
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines and technology.
Education and/or Experience:
- Associates degree (or equivalent), and BA/BS preferred
- More than 3 years’ client service and/or industry and product line experience.
Certificates, Licenses, Registration:
- P&C Insurance License required.
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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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