Commercial Insurance, Sr. Account Coordinator (Plainview, Long Island)

National Financial Partners Corp.•White Plains, NY

38d•$55,000 - $65,000•Hybrid

About The Position

This role is for an experienced P&C Account Coordinator/Sr. Account Coordinator. In this role, you will provide support by assisting our Commercial Lines team on Property and Casualty (P&C) accounts. You will support a team of Client Services Managers and Account Executives to service client accounts and help to maintain client relationships. The position requires a great deal of verbal, electronic and other written communications. You will assist the team by providing administrative/operations functions. You may also support the team on new business opportunities. While in this role, you are beginning to have client contact, via more senior team members. You may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. Under mentorship, you 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 industry knowledge through special projects as directed by senior team members. Desired experience is one to several years of Commercial Lines experience. Salary and title will be commensurate with experience and knowledge. This is a full-time role offering the flexibility of a hybrid schedule based in our Plainview, NY office. Working in the office at least a couple of days a week is required and is essential for fostering interaction and facilitating career development. Being physically present 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

Strong desire for a career in insurance and brokerage services
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. Additional education preferred
Experience with EPIC or other agency management system required

Responsibilities

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 Accounting Dept. when necessary.
Utilize gained knowledge in administrative, operations or client servicing experience.
Exceptional written, oral, and interpersonal communication skills.
Utilize knowledge in 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.