Experienced Commercial Insurance Assistant

Join to apply for the Experienced Commercial Insurance Assistant (future) role at NFP, an Aon company

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Join to apply for the Experienced Commercial Insurance Assistant (future) role at NFP, an Aon company

Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. 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:

EXPER
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Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. 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 Of Role

This is a support role, requiring you to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. You will gather and input data into the agency management system and provide assistance with various tasks and processes relative to new and renewal accounts. You will participate in special projects as assigned by management or senior-level staff (e.g. Account Managers or Account Executives) and training with the team that will assist in their learning and development.

This is a full-time position with the flexibility of a hybrid schedule, working at least 2 days from our Plainview office and other days remotely. We will consider candidates with P&C experience for a fully remote option; this will be based on business needs at that time.

NOTE:

This opportunity is for future needs. We often recruit for this roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Pager at

What You'll Do

• Creates and maintains client files in accordance with office procedures
• Prepares , certificates of insurance, Accord applications, binders and cancellations under the direction of more senior-level staff
• Learns to 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 the information requested are accurate
• Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior-level staff)
• May be the first line of answering 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)
• Process premium and non-premium endorsements and follow up with carriers for outstanding policies, endorsements, corrections, etc

• Able to learn and navigate multiple computer software and databases
• Experience with MS Office Suite
• Experience with a CRM database is a plus
• Good written and verbal communication skills
• Self-confident in making 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
• Attention to details
• May be required to work overtime as necessary

• High School graduate or equivalent required
• 1-2 years of experience supporting a Commercial Lines team at a retail insurance brokerage
• Advanced…