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Account Coordinator

2 months ago

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

We are seeking a highly organized and detail-oriented Account Coordinator to join our team at NFP. As an Account Coordinator, you will play a critical role in supporting our insurance brokerage firm by providing exceptional administrative and support functions.

Key Responsibilities
  • Client Support: Assist insurance brokers with account management and customer service needs, including client proposals, client billing, certificates of insurance, summaries of insurance, issuing policies and endorsements.
  • Communication: Maintain open and clear communication channels with carriers, clients, and internal staff.
  • Agency Management: Use our Agency Management System (Applied Epic) for creating and maintaining client files in accordance with office procedures.
  • Billing and Invoicing: Answer billing questions from clients or the Accounting Department when necessary.
  • Premium Finance Agreements: Assist with Premium Finance Agreements.
  • Business Tracking: Track new and renewal business.
  • Other Duties: Perform other miscellaneous duties as assigned.
Professional Development
  • Industry Knowledge: Remain informed regarding industry information.
  • Education and Training: Expected to further industry education through insurance courses with the intent to pursue an insurance license and/or industry designation.
  • Teamwork: Expected to be a strong member of the team and community.
Core Job Objectives
  • Relationship Building: Establish effective working relationships that foster mutual respect and teamwork with carriers, clients, and internal staff.
  • Continuous Improvement: Exhibit a commitment to continuous improvement, understanding that excellence is the standard for ensuring client satisfaction and advancing strategic company goals.
  • Issue Resolution: Work with carriers, clients, and internal staff to ensure accurate and timely responses to all outstanding issues.
  • Proactive Support: Anticipate the needs of clients and brokers and proactively seek resolutions.
Requirements
  • Education: 4-year college degree or industry experience (not required).
  • Insurance License: Ability to obtain an insurance license (within 3 months of employment) and retain a license by meeting the continuing education requirements.
  • Communication Skills: Excellent communication skills (both oral and written).
  • Attention to Detail: Strong attention to detail and ability to self-check work.
  • Organizational Skills: Task-oriented, excellent organizational skills, ability to prioritize workload.
  • Team Player: Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Problem-Solving Skills: Excellent problem-solving and time-management skills.
  • Computer Literacy: High level of computer literacy including working knowledge of Microsoft Office Products (Outlook, Excel, Word, and PowerPoint).
  • Customer Service Experience: Prior customer service experience is preferred.