Commercial Account Coordinator Life Sciences Practice
Company: NFP Corp
Location: Santa Ana
Posted on: March 15, 2023
Job Description:
Who We Are NFP is a six-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: . Summary: This is a support role, requiring the coordinator
to assist the account teams by providing 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, and 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 training with the team
that will assist in their learning and development. Essential
Duties and Responsibilities:
- Creates and maintains client files in accordance with office
procedures
- Prepares ID cards, certificates of insurance, Accord
applications, binders, and cancellations
- Learns to compile data for the Account Management Team to use
in proposals and coverage checklists
- May assist in preparing proposals
- Verifies that documentation (policies and endorsements,) and
information requested is 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, follow 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
- 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. Physical Demand: The physical demands
described here are representative of those that must be met by an
employee to successfully perform the essential functions of this
job. While performing the duties of this Job, the employee is
regularly required to sit; use hands to handle or feel and talk or
hear. The employee is frequently required to reach with hands and
arms. The employee is occasionally required to stand and walk.
Specific vision abilities required by this job include close vision
and distance vision. 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.
Keywords: NFP Corp, Santa Ana , Commercial Account Coordinator Life Sciences Practice, Other , Santa Ana, California
Didn't find what you're looking for? Search again!
Loading more jobs...