Future Role - Processing Specialist (In-Office)

National Financial Partners • San Diego, CA

74d • $35,000 - $55,000

About The Position

NFP Property & Casualty is looking for a Processor. 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, and provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects and training as assigned by management or senior-level staff (i.e. Account Managers or Account Executives). NOTE: This opportunity is for future needs. We often recruit for this roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Pager at https://careers.nfp.com.

Requirements

• 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
• Attention to details
• May be required to work overtime as necessary
• High School graduate or equivalent required
• 0-2 years related experience and/or training; or equivalent combination of education and experience

Responsibilities

• Creates and maintains client files in accordance with office procedures
• Prepares ID cards, certificates of insurance, Accord applications, binders, and cancellations under the 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 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)
• When an order comes in, verifies rates are correct, adjusts for any additional premium, and expedites invoice at the direction from more senior level staff
• Verifies the accuracy and compliance of requested documentation (policies and endorsements)
• Processes premium and non-premium endorsements, and follows up with carriers for outstanding policies, endorsements, corrections, etc.

Benefits

• Competitive salary
• PTO and paid holidays
• 401(k) with match
• Exclusive discount programs
• Health and wellness programs

What This Job Offers

• Career Level: Entry Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees