Account Support Specialist

7 days ago


Chicago, Illinois, United States NFP Full time
About the Role

We are seeking a highly organized and detail-oriented Account Support Specialist to join our team at NFP. As an Account Support Specialist, you will play a critical role in supporting our brokers and account teams by providing administrative and support functions in the day-to-day servicing of clients.

Key Responsibilities
  • Assist insurance brokers with account management and customer service needs
  • Maintain open and clear communication channels with carriers, clients, and internal staff
  • Use our Agency Management System (Applied Epic) for creating and maintaining client files in accordance with office procedures
  • Answer billing questions from clients or the Accounting Department when necessary
  • Assist with Premium Finance Agreements
  • Tracking new and renewal business
  • Other miscellaneous duties as assigned
Professional Development

We encourage our team members to remain informed regarding industry information and to further their industry education through insurance courses with the intent to pursue an insurance license and/or industry designation.

Core Job Objectives
  • Establish effective working relationships that foster mutual respect and teamwork with carriers, clients, and internal staff
  • Exhibit a commitment to continuous improvement, understanding that excellence is the standard for ensuring client satisfaction and advancing strategic company goals
  • Work with carriers, clients, and internal staff to ensure accurate and timely responses to all outstanding issues
  • Anticipate the needs of clients and brokers and proactively seek resolutions
Required Skills & Qualities
  • 4-year college degree or industry experience (not required)
  • Ability to obtain an insurance license (within 3 months of employment) and retain a license by meeting the continuing education requirements
  • Excellent communication skills (both oral and written)
  • Strong attention to detail and ability to self-check work
  • Task-oriented, excellent organizational skills, ability to prioritize workload
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative
  • Excellent problem-solving and time-management skills
  • High level of computer literacy including working knowledge of Microsoft Office Products (Outlook, Excel, Word, and PowerPoint)
About NFP

NFP is a premier insurance brokerage firm that pairs world-class responsiveness with a rigorous approach to understanding and appreciating our clients' business challenges. We empower every team member to add value and our entrepreneurial mindset keeps everyone relentlessly focused on our clients' success.



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