Who We Are:
NFP is a six-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:
Provide support to the broking team members in obtaining the best insurance program for our clients.
This is a full-time position with the flexibility of a hybrid work schedule. You must be able to work from our Palm
Springs, CA office a few days a week and the other days remotely.
Essential Duties and Responsibilities:
- Support the team in the management of the portfolio renewal cycle ensuring service standards and workflow processes are consistently met and executed upon.
- Compile client or prospect information and develops complete submissions into a presentable format for approval by the broker.
- Identify and raise potential issues during the information gathering and marketing process to the senior level with suggested solutions.
- Support the broking team’s client engagement and broking activities by assembling quotations, proposals, and presentations.
- Schedule client/prospect and insurer meetings at the direction of the Broking Team Leader or Senior Broker.
- Participate in monthly broking team meetings to discuss changes in the insurance market, internal issues, carrier relationships/responsiveness/service, and specific account matters.
- Assist in sharing information and coordinating responses to insurers/wholesalers/re-insurers.
Knowledge, Skills, and/or Abilities:
- Strong written and verbal communication skills
- Ability to successfully interact with a variety of people
- Strong attention to detail, demonstrating reliability and accuracy
- Strong organizational skills with the ability to adjust to changing workloads and priorities
- Able to coordinate resources and responsibilities
- Self-motivated with a positive attitude
- Demonstrated knowledge using Microsoft Office Suite
- Experience with Epic (agency management system) is a plus
Education and/or Experience:
- Previous brokerage or insurer experience preferred
- Bachelor’s Degree or equivalent a plus. HS Diploma or GED required
Certificates, Licenses, Registration:
- P&C License required or obtained within 90 days of employment
- Industry designation (e.g. CIC, ARM) is a plus
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 $42,000 – $70,000. 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. The 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.