Commercial Lines, Sr. Coordinator/Assistant-Private Equity (Plainview, NY)

National Financial Partners Corp.•White Plains, NY

58d•$55,000 - $65,000•Hybrid

About The Position

This is a support role, requiring the senior coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Senior Coordinator will begin to learn the functions of the Account Manager, most specifically, begin to get exposure to the RFP process, and continue to expand upon their industry knowledge through special projects as directed by senior team members. Ideal experience includes several years of Commercial Lines experience in a servicing support, administrative or operations function; servicing Private Equity clients is a plus. This is a full-time role with a hybrid schedule based in our Plainview, NY. Working in the office at least 2 days a week is required (other days from home) and is essential for fostering interaction and facilitating career development. Being in-office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.

Requirements

Minimum of two years of experience in a similar position consisting of administrative, operations or client servicing is desirable.
Able to work hybrid from our Plainview, NY office and meet hybrid requirements
Skilled and adaptable with technology and software
Service-oriented and takes the initiative
Stellar Work ethic and organizational skills
Have a desire to learn and implement
Have a blend of confidence and humility
Have strong interpersonal communication and presentation skills
Have a strong sense of team support and service
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
Possess good analytical and problem-solving skills
May be required to work overtime as necessary
Able to work a weekly, hybrid schedule from our Plainview/Long Island, NY office
Two plus years of related P&C experience and/or related training.
High School Diploma or equivalent is required.
Experience with EPIC or other agency management system required

Nice To Haves

Experience servicing Private Equity (PE) clients a plus
Additional education preferred

Responsibilities

Must be a self-starter, imaginative and creative with good communication skills, both verbal and written.
Exceptional written, oral, and interpersonal communication skills.
MS Office skills, including Excel, Word, PowerPoint, Outlook and Teams.
Excellent calendar management skills with meeting planning experience.
Ability to work both independently and within a team environment.
Attention to detail and follow-through; maintains a sense of urgency.
Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team.
Assists the Account Management Team in preparing insurance for company proposal requests.
Performs policy checking, completes coverage checklists and coverage recommendation letters.
Creates and maintains client files in the Agency Mgmt System-EPIC. When an order comes in: verifies rates, adjusts for any additional premium and expedites invoice.
Assists with billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.