(In-Office) Sr. Administrative Coordinator (NE)
Who We Are:
We're a six-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.
We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm.
We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal.
Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300
nationwide offices and 17 international locations.
To learn more, please visit:
https:
//www.
NFP.
com.
Essential Duties and
Responsibilities:
oCreates and maintains client files in accordance with office procedures.
oPrepares ID cards, certificates of insurance, Accord applications, binders, and cancellations under the direction of more senior-level staff.
oOversight of various master policy programs that will include processing and client handling from start to finish.
oMay be first line of answering billing questions from clients and insurance company personnel regarding Master Policies with assistance from the Accounting Dept.
when necessary.
oCompile and process incoming mail including scanning to corresponding Account Managers, billing documents to the accounting department, etc.
This also includes the use of a Pitney-Bowes mail scanner.
oLearns to compile data for the Account Management Team to use in proposals and coverage checklists.
May also assist in preparing proposals when needed.
oManages workflow to remove as much service work from the senior-level account managers and producers as possible to support the team to your utmost ability.
oVerifies that documentation (policies and endorsements,) and information requested are accurate and processed correctly in Agency Management System (Applied Epic).
oLearns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior-level staff)oVerifies the accuracy and software processing of requested documentation (policies and endorsements).
oProcesses premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.
to assist senior-level staff.
Knowledge, Skills, and/or Abilities:
oGood written and verbal communication skills.
oSelf-confident to make sound independent decisions.
oAbility to successfully interact with a variety of people and provide high-level customer service to our clients via phone, email, etc.
oTeam player, adaptive to mentoring and continual learning.
oMust be able to read, analyze and reconcile financial reports/processes.
oPossess good analytical and problem-solving skills.
oMust be Self-sufficient and work well on their own while staying on task without in-person supervision.
oAttention to detail.
oMay be required to work overtime as necessary to meet renewal deadlinesEducation and/or
Experience:
oHigh School graduate or equivalento0-2 years related experience and/or training; or equivalent combination of education and experience in the administrative or insurance industry.
Certificates, Licenses, Registration:
oP&C License is generally not required at this level but may be required per state law and willing to obtain if necessary.
What We Offer:
NFP is 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 $43,000-$73,000.
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.
Recommended Skills Account Management Accounting Administration Analytical Attention To Detail Auditing Estimated Salary: $20 to $28 per hour based on qualifications.
We're a six-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.
We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm.
We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal.
Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300
nationwide offices and 17 international locations.
To learn more, please visit:
https:
//www.
NFP.
com.
Essential Duties and
Responsibilities:
oCreates and maintains client files in accordance with office procedures.
oPrepares ID cards, certificates of insurance, Accord applications, binders, and cancellations under the direction of more senior-level staff.
oOversight of various master policy programs that will include processing and client handling from start to finish.
oMay be first line of answering billing questions from clients and insurance company personnel regarding Master Policies with assistance from the Accounting Dept.
when necessary.
oCompile and process incoming mail including scanning to corresponding Account Managers, billing documents to the accounting department, etc.
This also includes the use of a Pitney-Bowes mail scanner.
oLearns to compile data for the Account Management Team to use in proposals and coverage checklists.
May also assist in preparing proposals when needed.
oManages workflow to remove as much service work from the senior-level account managers and producers as possible to support the team to your utmost ability.
oVerifies that documentation (policies and endorsements,) and information requested are accurate and processed correctly in Agency Management System (Applied Epic).
oLearns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior-level staff)oVerifies the accuracy and software processing of requested documentation (policies and endorsements).
oProcesses premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.
to assist senior-level staff.
Knowledge, Skills, and/or Abilities:
oGood written and verbal communication skills.
oSelf-confident to make sound independent decisions.
oAbility to successfully interact with a variety of people and provide high-level customer service to our clients via phone, email, etc.
oTeam player, adaptive to mentoring and continual learning.
oMust be able to read, analyze and reconcile financial reports/processes.
oPossess good analytical and problem-solving skills.
oMust be Self-sufficient and work well on their own while staying on task without in-person supervision.
oAttention to detail.
oMay be required to work overtime as necessary to meet renewal deadlinesEducation and/or
Experience:
oHigh School graduate or equivalento0-2 years related experience and/or training; or equivalent combination of education and experience in the administrative or insurance industry.
Certificates, Licenses, Registration:
oP&C License is generally not required at this level but may be required per state law and willing to obtain if necessary.
What We Offer:
NFP is 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 $43,000-$73,000.
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.
Recommended Skills Account Management Accounting Administration Analytical Attention To Detail Auditing Estimated Salary: $20 to $28 per hour based on qualifications.
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