Business Operations Coordinator
5 days ago
NFP Insurance Services, Inc. is seeking a detail-oriented Business Operations Coordinator to provide support to the department by utilizing clerical and analytical skills to assist Account Managers and/or other assigned business partners in the daily management of Property & Casualty policies.
This role requires strong computer skills along with effective verbal, written, and electronic communication. The ideal person will be able to adapt to various scenarios, build long-lasting relationships with agency partners, company leadership, and staff, and perform within a team environment.
Essential Duties and Responsibilities:
- Gain exposure to clients and carrier contacts; attends all department/team meetings and required calls.
- Assists a wide range of other departments within NFP – Accounting, Account Managers, Risk Placement Specialists, and processing.
- Pull policy correspondence reports from carrier websites and manage carrier e-mail delivery of similar reports.
- Utilize agency management system to provide quality control check-in of new business/renewal policies, endorsements, audits, etc...against account management activity.
- Input and communicate appropriately, notice of cancellations, non-renewals, etc.
- Operate a variety of standard office machines, including personal computers with a variety of software, phone, fax, calculator, shredding photocopy, and mail machines.
- Establish and maintain effective working relationships with co-workers, supervisors, and the general public.
- Assist with special projects as assigned by management.
Required Skills and Qualifications:
- Good written and verbal communication skills
- Ability to successfully interact with a variety of people
- Working knowledge of the insurance industry is desired but not required
- Knowledge using Applied/EPIC, Microsoft Outlook, Excel, and Word is desired but not required
- Attention to details
- Able to coordinate resources and responsibilities
- May be required to work overtime only if necessary
- Able to adapt and structure work duties so all work is completed timely and efficiently.
- Self-confident to make sound independent decisions.
- Ability to successfully interact with a variety of people.
- Team player, adaptive to mentoring and continual learning.
- Must be able to read, analyze, and reconcile financial reports.
- Possess good analytical and problem-solving skills.
- Attention to detail.
- May be required to work overtime as necessary.
- Must have basic Excel and Word knowledge and efficiency.
Education and/or Experience:
- High School or equivalent
- More than 2 years related data-entry experience and/or training; or equivalent combination of education and experience.
- Applied Epic experience preferred but not required.
Estimated Salary: $45,000 - $60,000 per year, depending on location and experience.
Benefits: We offer a competitive benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off.
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