Commercial Lines, Account Coordinator (NC hybrid/remote)

Who We Are

NFP, an Aon Company, is a multi-year 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 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 is a support role assisting the Commercial Lines, Property and Casualty (P&C) team of Client Services Managers and Account Executives to service client accounts and to 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.

Desired experience is one to several years of P&C experience with Commercial coverages. 

This is a full-time position, ideally working hybrid from our Charlotte, NC office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule.

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

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 $31,000 – $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.