Commercial Insurance Account Coordinator (hybrid Charlotte)

NFP Corp.

Location: Charlotte, North Carolina

Job Type: Full time


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:

Job Summary:

This is a full-time position that will provide support to our account management team in the management of their book of business with all tasks related to supporting commercial lines insurance/broker services. You must possess the ability to work independently as needed.

We offer the flexibility of a hybrid work-from-home schedule which requires some weekly in-office days in our Charlotte, NC office. Once training is fulfilled and accountability has been established, the hybrid work-from-home schedule will be considered.

Essential Core Duties and Responsibilities:

  • Provide assistance to producers and account managers/executives in handling and processing of new and renewal commercial lines business.
  • Assist the account management team to ensure clients receives excellent service in every interaction.
  • Obtain renewal and/or new business information in cooperation with the account management team, where applicable.
  • Assist the account management team their marketing new and renewal business, preparing presentations and maintaining underwriting and marketing information requested by carrier.
  • Address client needs by communicating with the client, via computer, phone, or face-to-face interaction, and ensure that all appropriate resources are being utilized
  • Utilize the agency management system’s suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  • Be familiar with and follow agency guidelines, workflows, policies, and procedures.
  • Maintain electronic files in an orderly, up-to-date manner.
  • Perform special projects at management’s request.
  • Policy checking process
  • Perform all technical and clerical functions for the team to assure the insurance service needs of individual clients are met. These functions include but are not limited to client file set-up, issuing evidence of insurance forms, and endorsements
  • Prepare summaries or Exposure Workbooks for the Account Manager, Account Executive or Producers
  • Proofread all documents to ensure completeness and accuracy of the information in documents produced for service team members, clients or carriers
  • Review and issue certificates of insurance, auto id cards and client correspondence as instructed by the service team

Knowledge, Skills, and/or Abilities:

  • Ability to work from the listed office as required.
  • Must be a self-starter, imaginative and creative with good communication skills, both verbal and written
  • Minimum two years’ experience in a similar position consisting of administrative, operations or client servicing is desirable
  • Exceptional written, oral, and interpersonal communication skills
  • MS Office skills, including Excel, word, PowerPoint
  • Excellent calendar management skills with meeting planning experience
  • Ability to work both independently and within a team environment
  • Attention to detail and follow-through; maintains a sense of urgency
  • HS Diploma or GED required; advanced education preferred

Desired Qualities:

  • Strong desire for a career in insurance and brokerage services
  • Ability to obtain a P&C license if desired for career growth
  • Service-oriented and takes the initiative
  • Stellar Work ethic and organizational skills
  • Have a desire to learn and implement
  • Have a blend of confidence and humility
  • Have strong interpersonal communication and presentation skills
  • Have a strong sense of team support and service

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.