Commercial Lines​/Private Equity Senior Coordinator; Plainview, NY

Position: Commercial Lines/Private Equity Senior Coordinator (Plainview, NY)

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK
180 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.

Ideal experience includes several years of Commercial Lines experience in a servicing support, administrative or operations function; servicing Private Equity clients is a plus.

This is a full-time role with a hybrid schedule based in our Plainview, NY.

Working in the office at least 2 days a week is required (other days from home) and is essential for fostering interaction and facilitating career development. Being in‑office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success. 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.

Essential Duties and Responsibilities:

• Must be a self‑starter, imaginative and creative with good communication skills, both verbal and written.
• Minimum of two years of experience in a similar position consisting of administrative, operations or client servicing is desirable.
• Exceptional written, oral, and interpersonal communication skills.
• MS Office skills, including Excel, Word, PowerPoint, Outlook and Teams.
• Excellent calendar management skills with meeting planning experience.
• Ability to work both independently and within a team environment.
• Attention to detail and follow‑through; maintains a sense of urgency.
• Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team.
• Assists the 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‑EPIC. When an order comes in: verifies rates, adjusts for any additional premium and expedites invoice.
• Assists with billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.

Knowledge, Skills, and/or Abilities:

• Strong desire for a career in insurance and brokerage services
• Able to work hybrid from our Plainview, NY office and meet hybrid requirements
• Skilled and adaptable with technology and software
• Service‑oriented and takes the initiative
• Stellar Work ethic and organizational skills
• Have a desire to learn and implement
• Have a blend of confidence and humility
• Have strong interpersonal communication and presentation skills
• Have a strong sense of team support and service
• 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
• Possess good analytical and problem‑solving skills
• May be required to work overtime as necessary
• Able to work a weekly, hybrid schedule from our Plainview/Long Island, NY office

Education and/or

Experience:

• Two plus years of related P&C experience and/or related training. Experience servicing…