About The Position

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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 .

Requirements

  • Highly organized with excellent verbal and written communication skills.
  • Self-confident to make sound independent decisions
  • Ability to handle situations in a calm, courteous and professional manner
  • Customer focused to establish and maintain effective relationships
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
  • Possess strong analytical and problem solving skills
  • Sharp attention to detail, decision making skills, and problem resolution
  • Flexibility and adaptability to changing priorities, deadlines and technology.
  • Associates degree or equivalent experience, and BA/BS preferred
  • More than 3 years’ client service and/or industry and product line experience.
  • P&C Insurance License required.

Responsibilities

  • Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
  • Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
  • First draft of renewal presentation.
  • Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive.
  • Communicates directly with clients and carriers.
  • Creates and maintains client files in accordance with office procedures.

Benefits

  • competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs
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