Description
Who We Are
NFP is a seven-time 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’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role:This is a full-time position that requires day-to-day benefit administration for multiple clients and entails completing enrollments, terminations, and employee personnel changes, as well as monthly billing reconciliation. The Client Advocate will answer emails and phone calls from our clients’ employees and be required to provide excellent customer service each day.
Essential Duties and Responsibilities:
- Supervise the team inbox for incoming cases and requests from our broker clients
- Enter ALL transactions that are pulled from the inbox onto the daily tracking sheet.
- Track daily progress of each case for team transparency and organization on the Smart Sheet
- Maintain an outstanding relationship with all the brokers who are being serviced with daily follow ups.
- Consistent communications with Broker clients is detailed and well written.
- Develop positive connections with our Carrier partners for information and educational purposes.
- Efficient process of all transactions into the carrier portals for submission or change.
- Email requests and questions to assigned representatives at the carrier level.
- Maintain contact and in good standing with all of our carrier partners
- Communicate information from the carrier with Broker clients either by phone or email.
- Knowledge of our current laws and regulations with carriers and all jurisdictions that we work within.
- Encourage all teammates and work as a team mentor
- Attend all Carrier Broker Forums.
- Attend Carrier trainings and meetings as well as Wholesale team meetings
- Other duties and projects as assigned by manager, lead capacity
Knowledge, Skills, and/or Abilities:
- Outstanding analytical skills and problem solving
- Outstanding oral and written communication skills
