Client Assistant, Business Insurance

at  NFP Corp

We are seeking an eager, detail oriented individual who will prepare, verify and input policy documentation using Insurer portals and broker management system in support of Insurance Account Managers and Account Executives.

What You’ll Do

• Review new business submissions and policy change requests from Account Executives and Account Managers for accuracy, return as necessary for additional input and data-entry
• Ensure relevant documentation is scanned & attached to client file.
• Be fully conversant with the underwriting and binding rules of the main Insurers we deal with.
• Process cancellation requests from Account Managers.
• Order underwriting reports as required.
• Update client files with claims opening and closing notices.
• Perform and assist on projects and other job duties as required.