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Administrative Support Specialist

2 months ago

San Diego, California, United States National Financial Partners Full time
About the Role

National Financial Partners is seeking a highly organized and detail-oriented Administrative Support Specialist to join our team. As a key member of our Client Services team, you will play a critical role in providing exceptional support to our account teams, ensuring seamless day-to-day operations and exceptional client experiences.

Key Responsibilities
  • Client File Management: Create and maintain accurate and up-to-date client files in accordance with our office procedures.
  • Document 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, and assist in preparing proposals.
  • Verification and Accuracy: Verify that documentation (policies and endorsements) and information requested is accurate and compliant.
  • 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.
  • Order Processing: Verify rates are correct, adjust for any additional premium, and expedite invoice at the direction of senior-level staff.
  • Documentation Compliance: Verify the accuracy and compliance of requested documentation (policies and endorsements).
  • Endorsement Processing: Process premium and non-premium endorsements, and follow up with carriers for outstanding policies, endorsements, corrections, etc.
Requirements
  • Education: High School graduate or equivalent required.
  • Experience: 0-2 years related experience and/or training; or equivalent combination of education and experience.
  • Skills: Good written and verbal communication skills, self-confidence to make sound independent decisions, ability to successfully interact with a variety of people, team player, adaptive to mentoring and continual learning, attention to details.
What We Offer

National Financial Partners 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.