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Experienced Commercial Insurance Assistant

4 weeks ago

Plainview, United States National Financial Partners Full time
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 with a hybrid schedule based in our Plainview, NY or Warrington, PA offices. Working in the office at least a couple of days a week is required and is essential for fostering interaction and facilitating career development. Being physically present allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success.

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
  • Skilled and adaptable with technology and software
  • 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
  • Experience with EPIC or other agency management system required

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.

The base salary range for this position is $55,000 $75,000. 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.