Offer summary

Qualifications:

Good written and verbal communication skills, Knowledge of insurance industry preferred, Proficiency in Microsoft Office applications.

Key responsabilities:

Pull policy reports, manage correspondence delivery

Utilize agency system for quality control

Establish effective relationships with stakeholders

Job description

Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of Role:

Provide support to the department using clerical and analytical skills to assist Marketing Specialist & Account Managers in the daily management of Property & Casualty policies. Must be able to efficiently and accurately execute agency processes that provide account leaders quality management data per policy. Strong computer skills along with effective verbal, written and electronic communications are required. Must be able to perform within a team environment building long lasting relationships with agency partners, company leadership and staff.

Essential Duties and Responsibilities:

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.
Execute policy correspondence delivery to the client per agency guidelines and procedures.
Input and communicate appropriately notice of cancellations, non-renewals etc….
Operate a variety of standard office machines, including personal computer with a variety of software, phone, fax, calculator, and 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

Knowledge, Skills, and/or Abilities:

Good written and verbal communication skills
Ability to successfully interact with a variety of people
Working knowledge of the insurance industry is desired
Knowledge using Applied/EPIC, Microsoft Outlook, Excel and Word
Attention to details
Willingness and flexibility to adjust to varying schedules
Able to coordinate resources and responsibilities
May be required to work overtime as necessary

Education and/or Experience:

High School graduate or general education degree (GED), college preferred

Certificates, Licenses, Registration:

None

Preferred Qualifications:

P&C License

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.

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