Who We Are:

NFP, an Aon Company, is a multi-year 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 are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of Role:

This is a support role, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and trainings with the team that will assist in their learning and development. This full-time role offers a flexible hybrid schedule from the following offices: Pocomoke City, MD; Charlotte, NC; Onancock, VA; Accomac, VA. Experienced candidates may also be considered for a fully remote schedule. The standard work schedule is Monday to Friday, from 8am to 5pm.

Essential Duties and Responsibilities:

• Creates and maintain client files in accordance with office procedures.
• Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under direction of more senior level staff.
• Learns to compile data for the Account Management Team to use in proposals and coverage checklists. , May also assist in preparing proposals
• Verifies that documentation (policies and endorsements,) and information requested are accurate.
• Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff)
• May be first line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. When order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice at direction from more senior level staff.
• Verifies the accuracy and compliance of requested documentation (policies and endorsements).