Commercial Insurance Coordinator (Upstate NY or Danbury CT) - National Financial Partners : Job Details

Who We Are:

NFP, an Aon company, is a multiple 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:

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 opportunity is for a full-time position that follows a hybrid schedule, requiring you to be in the office 2-3 times a week. You can choose to work from any of our offices located in Albany, Pittsford, Rochester, Amherst, Buffalo, Kingston, or Danbury, CT.

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).

* Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.

Knowledge, Skills, and/or Abilities:

* Good written and verbal communication skills

* Self-confident to make sound independent decisions

* Ability to successfully interact with a variety of people

* Team player, adaptive to mentoring and continual learning

* Must be able to read, analyze and reconcile financial reports.

* Possess good analytical and problem-solving skills

* Attention to details

* May be required to work overtime as necessary

Education and/or Experience:

* High School graduate or equivalent

* 0-2 years related experience and/or training; or equivalent combination of education and experience

Certificates, Licenses, Registration:

* P&C License is generally not required at this level but may be required per state law

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. The base salary range for this position is $40,000 -$66,000. 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. 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.