Account Coordinator

6 days ago

Charlotte, North Carolina, United States NFP, an Aon company Full time

ACCOU014399_1

Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:

Summary
: This is a support role, requiring the senior coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Senior Coordinator will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process, and continue to expand upon their industry knowledge through special projects as directed by senior team members.

Essential Duties And Responsibilities

  • Gains exposure to clients and carrier contacts ; attends meetings and calls, primarily does not take active role
  • Assists Account Management Team in preparing insurance for company proposal requests
  • Performs policy checking, completes coverage checklists and coverage recommendation letters
  • Creates and maintains client files in the Agency Mgmt. System in accordance with office procedures. When order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice
  • Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

Knowledge, Skills, And/or Abilities

  • Good written and verbal communication skills
  • 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 details
  • May be required to work overtime as necessary

Education And/or Experience

  • High School or equivalent;
  • More than 2 years related experience and/or training; or equivalent combination of education and experience

Certificates, Licenses, Registration

  • P&C License is generally not required at this level but may be required by state law

What We Offer
We're 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. The base salary range for this position is $32,000– $54,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together
NFP is an inclusive Equal Employment Opportunity employer.

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