Senior Insurance Coordinator

4 weeks ago

Minneapolis, Minnesota, United States NFP Full time
About the Role

We are seeking a highly organized and detail-oriented Senior Coordinator to join our Insurance team at NFP. As a key member of our senior leadership team, you will provide administrative support and client service to our life insurance personnel.

Key Responsibilities
  • Complete expense reports for senior leaders, order lunches or make reservations, and make travel arrangements.
  • Act as an extension of NFP senior leadership team to internal and external customers by exemplifying a winning attitude and showing you care about clients and internal customers.
  • Be professional, including maintaining a high level of discretion regarding confidential and sensitive information.
  • Assemble meeting preparation documents pertaining to the client/prospect prior to sales meetings.
  • Take a proactive lead on conserving the existing block of life insurance by notifying clients of overdue insurance premiums and coverage in danger of lapsing.
  • Process policy service requests, including address, beneficiary/ownership changes, and premium mode changes.
  • Ensure data accuracy in company records by regularly and routinely updating client and carrier/vendor information in CRM and maintain electronic client files according to company compliant procedures.
  • Complete policy summaries or annual reviews of clients' life insurance coverage as assigned.
  • Perform administrative duties for the department, including scanning and accurately filing materials, reviewing incoming mail, fielding phone calls, preparing team meeting materials, and greeting clients.
  • Assist team with special projects as required.
Requirements
  • Strong oral and written communication skills.
  • Insurance product knowledge (life, disability, and long-term care).
  • CRM knowledge, entering new clients, keeping client data updated, policy record creation, task management, workspace management, calendar management.
  • Well-organized.
  • Detailed, takes pride in work.
  • Service Knowledge - to assist clients with changes to policies.
  • Retention skills.
  • Multitasker, ability to handle several projects/clients simultaneously.
  • Proficiency with MS Office products, including Outlook, Word, Excel, and PowerPoint.
  • Dedicated work ethic with a commitment to client service excellence.
What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more.

Our people-first 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.

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