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Client Service Coordinator
2 months ago
NFP is seeking a highly organized and detail-oriented Account Coordinator to join our team. As an Account Coordinator, you will play a critical role in supporting our account teams by providing administrative and support functions in the day-to-day servicing of clients.
Key Responsibilities- Client File Management: Create and maintain client files in accordance with office procedures.
- Documentation Preparation: Prepare ID cards, certificates of insurance, Accord applications, binders, and cancellations under the direction of senior-level staff.
- Data Compilation: Learn to compile data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals.
- Verification and Accuracy: Verify that documentation (policies and endorsements) and information requested are accurate.
- Policy Checks and Audits: Learn to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior-level staff).
- Client Communication: May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Department when necessary.
- Endorsement Processing: Verify the accuracy and compliance of requested documentation (policies and endorsements). Process premium and non-premium endorsements, follow up with carriers for outstanding policies, endorsements, corrections, etc.
- Education: High School graduate or equivalent.
- Experience: 0-2 years related experience and/or training; or equivalent combination of education and experience.
- Licenses and Certifications: P&C License is generally not required at this level but may be required per state law.
NFP is 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.
