National Financial Partners Corp. Morrisville , VT 05661
Posted 2 months ago
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.
Summary of Role:
This is a support role, requiring the Account coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. This is a full-time opportunity working a hybrid schedule from our Wolfeboro, NH, Morrisville, VT or St. Johnsbury, VT offices. A fully remote schedule may be considered for experienced candidates.
Essential Duties and Responsibilities:
Assist a team of Account Managers with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards and direct bill reconciliations
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
Matches mail, i.e. policies, endorsements, pending mail, copies
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:
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.
National Financial Partners Corp.