National Financial Partners Corp. Plainview , NY 11803
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 assisting our Commercial Lines team on Property and Casualty (P&C) accounts. You will support a team of Client Services Managers and Account Executives to service client accounts and help to maintain client relationships. The position requires a great deal of verbal, electronic and other written communications. You will assist the team by providing administrative/operations functions. You may also support the team on new business opportunities. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. You may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. You will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process and continue to expand upon industry knowledge through special projects as directed by senior team members.
Desired experience will require one to several years of Commercial Lines experience. Salary and title will be commensurate with experience and knowledge.
This is a full-time role working ideally a hybrid schedule from either our Warrington, PA or Plainview, NY offices. We will consider a remote option for experienced Commercial lines candidates and who can work EST hours.
Essential Duties and Responsibilities:
Must be a self-starter, imaginative and creative with good communication skills, both verbal and written
Minimum two years' experience in a similar position consisting of administrative, operations or client servicing is desirable
Exceptional written, oral, and interpersonal communication skills
MS Office skills, including Excel, word, PowerPoint
Excellent calendar management skills with meeting planning experience
Ability to work both independently and within a team environment
Attention to detail and follow-through; maintains a sense of urgency
Gains exposure to clients and carrier contacts; attends meetings and calls with the Account Management team.
Assists the Account Management Team in preparing insurance for company proposal requests.
Performs policy checking, completes coverage checklists and coverage recommendation letters.
Creates and maintains client files in the Agency Mgmt System-EPIC. When an order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice.
Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Knowledge, Skills, and/or Abilities:
Strong desire for a career in insurance and brokerage services
Ability to obtain a P&C license if desired for career growth
Service-oriented and takes the initiative
Stellar Work ethic and organizational skills
Have a desire to learn and implement
Have a blend of confidence and humility
Have strong interpersonal communication and presentation skills
Have a strong sense of team support and service
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
Possess good analytical and problem-solving skills
May be required to work overtime as necessary
Education and/or Experience:
Two plus years of related P&C experience and/or training is required
High School Diploma or equivalent is required. Additional education preferred
Certificates, Licenses, Registration:
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. The base salary range for this position in NY is $55,000-65,000. 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.
National Financial Partners Corp.