WHO WE ARE:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.
NFP is seeking an Account Coordinator.
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. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and trainings with the team that will assist in their learning and development.

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 graduate or equivalent
• 0-2 years related experience and/or training; or equivalent combination of education and experience

• Creates and maintain client files in accordance with office procedures
• Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under direction of more senior level staff
• Learns to compile data for the Account Management Team to use in proposals and coverage checklists; may also assist in preparing proposals
• Verifies that documentation (policies and endorsements,) and information requested are accurate
• Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff)
• May be first line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary; when order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice at direction from more senior level staff
• Verifies the accuracy and compliance of requested documentation (policies and endorsements)
• Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc