Account Coordinator

Chicago, Illinois
Full time
Posted
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Who We Are

Thompson Flanagan Executive Liability Group, LLC is seeking an Account Coordinator for its Private Equity Group. This position is a support role, responsible for assisting brokers/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 spreadsheets and client presentations, take notes at client meeting and on calls and participate in special projects and trainings with the team that will assist in their learning and development.

MAJOR RESPONSIBILITIES:

  • Assist insurance brokers with account management and customer service needs. Including: client proposals, client billing, certificates of insurance, summaries of insurance, issuing policies and endorsements.
  • Maintain open and clear communication channels with carriers, clients, and internal staff.
  • Use of our Agency Management System (Applied Epic) for creating and maintaining client files in accordance with office procedures (e.g., processing client information, billing, and invoicing) – Training Provided.
  • Answer billing questions from clients or the Accounting Department when necessary.
  • Assist with Premium Finance Agreements.
  • Tracking new and renewal business.
  • Other miscellaneous duties as assigned.

PROFESSIONAL DEVELOPMENT:

  • Remains informed regarding industry information.
  • Expected to further industry education through insurance courses with the intent to pursue an insurance license and/or industry designation.
  • Expected to be a strong member of the team and community.

CORE JOB OBJECTIVES:

  • Establish effective working relationships that foster mutual respect and teamwork with carriers, clients, and internal staff.
  • Exhibit a commitment to continuous improvement, understanding that excellence is the standard for ensuring client satisfaction and advancing strategic company goals.
  • Work with carriers, clients, and internal staff to ensure accurate and timely responses to all outstanding issues.
  • Anticipate the needs of clients and brokers and proactively seek resolutions.

REQUIRED SKILLS & QUALITIES:

  • 4-year college degree or industry experience (not required).
  • Ability to obtain an insurance license (within 3 months of employment) and retain a license by meeting the continuing education requirements.
  • Excellent communication skills (both oral and written).
  • Strong attention to detail and ability to self-check work.
  • Task-oriented, excellent organizational skills, ability to prioritize workload.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Excellent problem-solving and time-management skills.
  • High level of computer literacy including working knowledge of Microsoft Office Products (Outlook, Excel, Word, and PowerPoint).
  • Prior customer service experience is preferred.

About Thompson Flanagan:

Thompson Flanagan is a premier insurance brokerage firm, one born from the belief that there’s a better way to operate as brokers. Thompson Flanagan pairs world-class responsiveness with a rigorous approach to the understanding and appreciation of our clients’ business challenges to determine the best ways to tackle them. Our team-based model empowers every team member to add value and our entrepreneurial mindset keeps everyone relentlessly focused on our clients’ success.

Insurance is complex. That’s why we (at Thompson Flanagan) act as true advocates for our clients—many of whom are law firms, private equity and title companies across the country. We guide them through this maze, knowing how much the right solution can mean to their business. We treat them as we’d like to be treated—keeping them top of mind, communicating openly and being proactive on their behalf. We work as a team, share information constantly and always try to find an even better solution.

Thompson Flanagan assures equal employment opportunity in all its hiring and employment policies and practices. These policies and practices are administered without regard to legally protected categories such as: race, color, religion, national origin, age, gender, disability, marital status, veteran status, sexual orientation or sexual preference, pregnancy status or medical conditions related to childbirth, and/or any other factor protected by law.

Thompson Flanagan is a wholly owned subsidiary of NFP Corp., an Aon Company.

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.