Account Coordinator, Personal Risk Insurance (Hybrid NH Or VT)

Who We Are

NFP is a seven-time 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're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. 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:

• P&C License is not required to start but will need to have within 6 months of employment.

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.