We’re NFP, a 4x Best Places to Work award winner in Business Insurance for 2017-2020 and we're looking for a Critical Response Team Coordinator. The Critical Response Team was created in order to proactively resolve the internal billing and payment issues and to pre-empt client impact and company errors or omissions. The coordinator will serve as the liaison between the local regions and the Accounting Center and resolve day to day issues. This position will require research and coordination in various functions including premium payables, account receivable, direct bill, finance and billing, among others.
Essential Duties and Responsibilities:
- Review Epic accounting reports to identify where research and remediation may be needed.
- Carrier Payables – review aging and research payment history, reconcile statements to payments in Epic
- Agency Bill Accounts Receivable – review aging and research payment history, look for cash on account, or financed amounts received for application needed
- Direct Bill – review deposits not associated to direct bill reconciliations, and reconciliations with no deposits
- Review all Cash on Account regularly for application remediation
- Review Financed transactions for application remediation
- Research and coordinate remediation between necessary parties to resolve issues identified above; includes accounting center, local operational parties, and regional accounting teams
- Monitor, evaluate and recommend any improvements to internal control procedures
- Special Projects as assigned by management
This position may expand to include additional regions and may include additional responsibilities or projects as well as those described above. Projects may include data integrity and coding review and clean-up, consolidation of producer codes with carriers, and other related accounting initiatives and projects.
Knowledge, Skills, and/or Abilities:
- Good written and verbal communication skills
- Ability to successfully interact with a variety of people both internal and external
- Ability to use discretion as it relates to confidential company, client, and employee information
- Willingness to adjust to changing needs
- Knowledge of Excel, including Pivot tables, and Microsoft Office 365 programs required
- Knowledge of Applied EPIC would be advantageous, but not required
- Possess good analytical and problem solving skills
- Attention to detail
- Ability to prioritize multiple tasks to meet deadlines
- May be required to work overtime as necessary
Education and/or Experience:
- 4-year (Bachelor’s) Degree in Accounting or other related field
- 1 – 3 years previous insurance agency experience preferred
What We Offer
NFP is 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.
Who We Are
We’re NFP, a 4x Best Places to Work award winner in Business Insurance for 2017-2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.
NFP and You... Better. Together.
NFP is an inclusive Equal Employment Opportunity employer.