Senior Insurance Coordinator
4 weeks ago
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.
- 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.
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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Senior Insurance Coordinator
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Minneapolis, Minnesota, United States NFP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Senior Coordinator to join our team at NFP. As a key member of our life insurance team, you will provide administrative support and client service to our senior leaders and clients.Key ResponsibilitiesComplete expense reports for senior leaders and make travel arrangementsAct as an extension...
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Minneapolis, Minnesota, United States NFP Full timeAbout the RoleWe 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 ResponsibilitiesComplete expense reports for senior leaders, order lunches or make reservations,...
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