NFP, an Aon company
Commercial Lines Account Coordinator (NC hybrid/remote)
NFP, an Aon company, Columbia, South Carolina, us, 29228
Commercial Lines Account Coordinator (NC hybrid/remote)
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Commercial Lines Account Coordinator (NC hybrid/remote)
role at
NFP, an Aon company
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: https://www.NFP.com.
Summary Of Role
This support role assists the Commercial Lines, Property and Casualty (P&C) team of Client Services Managers and Account Executives to service client accounts and help maintain client relationships. The position requires a great deal of verbal, electronic and other written communication. You will assist the team by providing administrative functions. You may also support the team on new business opportunities. While in this role, the Coordinator is beginning to have client contact, via more senior team members. You may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. You 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 industry knowledge through special projects as directed by senior team members.
Essential Duties And Responsibilities
Creates and maintains client files under office procedures
Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under the direction of more senior-level staff
Compile data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals
Verifies that documentation (policies and endorsements) and information requested are accurate
Perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior-level staff)
May answer billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary
When an order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice at direction from more senior level staff
Verifies the accuracy and compliance of requested documentation (policies and endorsements)
Processes premium and non-premium endorsements, and follows up with carriers for outstanding policies, endorsements, corrections, etc
Knowledge, Skills, And/or Abilities
P&C Commercial Lines experience or having an Insurance Risk degree or related training is preferred
Understanding of policies, endorsements, loss-runs
Excellent written and verbal communication skills
Proficiency in Microsoft Suite with fluency in Word and Excel
Team player, adaptive to mentoring and continual learning
Possess good analytical and problem-solving skills
Highly organized; strong attention to detail
May be required to work overtime as necessary
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
Education And/or Experience
Minimum one year of Commercial Lines Insurance experience is preferred
High School graduate or equivalent is required; college is preferred
Experience working in EPIC Agency Management System or similar or CRMs is strongly preferred
Retail brokerage insurance experience is ideal
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– $65,000 . 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.
Notes: Referrals increase your chances of interviewing at NFP, an Aon company by 2x. Get notified about new Account Coordinator jobs in Columbia, SC.
End of listing
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Commercial Lines Account Coordinator (NC hybrid/remote)
role at
NFP, an Aon company
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: https://www.NFP.com.
Summary Of Role
This support role assists the Commercial Lines, Property and Casualty (P&C) team of Client Services Managers and Account Executives to service client accounts and help maintain client relationships. The position requires a great deal of verbal, electronic and other written communication. You will assist the team by providing administrative functions. You may also support the team on new business opportunities. While in this role, the Coordinator is beginning to have client contact, via more senior team members. You may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. You 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 industry knowledge through special projects as directed by senior team members.
Essential Duties And Responsibilities
Creates and maintains client files under office procedures
Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under the direction of more senior-level staff
Compile data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals
Verifies that documentation (policies and endorsements) and information requested are accurate
Perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior-level staff)
May answer billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary
When an order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice at direction from more senior level staff
Verifies the accuracy and compliance of requested documentation (policies and endorsements)
Processes premium and non-premium endorsements, and follows up with carriers for outstanding policies, endorsements, corrections, etc
Knowledge, Skills, And/or Abilities
P&C Commercial Lines experience or having an Insurance Risk degree or related training is preferred
Understanding of policies, endorsements, loss-runs
Excellent written and verbal communication skills
Proficiency in Microsoft Suite with fluency in Word and Excel
Team player, adaptive to mentoring and continual learning
Possess good analytical and problem-solving skills
Highly organized; strong attention to detail
May be required to work overtime as necessary
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
Education And/or Experience
Minimum one year of Commercial Lines Insurance experience is preferred
High School graduate or equivalent is required; college is preferred
Experience working in EPIC Agency Management System or similar or CRMs is strongly preferred
Retail brokerage insurance experience is ideal
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– $65,000 . 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.
Notes: Referrals increase your chances of interviewing at NFP, an Aon company by 2x. Get notified about new Account Coordinator jobs in Columbia, SC.
End of listing
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