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:
To manage policy service requests for business owned life insurance plans. Develop and maintain key relationships with insurance carrier contacts to ensure death claims and other policy requests are completed in a timely and accurate manner.
Education:
- Bachelor's degree or equivalent background and experience.
- CLU Designation is a plus.
Experience:
- Two to three years of related work experience; experience working with business-owned life insurance products preferred. Equivalent experience with retail life insurance or business or client administration may be considered in lieu of specific experience.
- Proficiency with Microsoft Excel and Word and Adobe Acrobat; familiarity with other Microsoft Office products including Outlook, PowerPoint and Access are a plus.
Critical Requirement:
- Excellent analytical, problem solving and troubleshooting skills.
- Excellent verbal and written communication skills and the ability to effectively communicate with Carriers, Consultants, Client Relationship Managers, Account Managers, Team Members, and others.
- Excellent organizational skills and attention to detail with the ability to prioritize and manage a varied number of tasks simultaneously and follow up on completion.
- Must have ability to establish and exemplify high standards of work quality and performance.
Job Conditions:
- Telephone communications: Daily and Moderate to Heavy
- Computer Work: Heavy
- Travel: None
- Other: Lifting - minimal/constant sitting
Performance Evaluation:
