Account Coordinator

About the position

The Account Coordinator position at NFP is a support role designed to assist account teams in providing administrative and operational support in the servicing of clients. The coordinator will be responsible for data management, client file maintenance, and assisting with various tasks related to new and renewal accounts, while also participating in special projects and training to enhance their skills and knowledge.

Responsibilities

• Create and maintain client files in accordance with office procedures.
• Prepare ID cards, certificates of insurance, Accord applications, binders, and cancellations under the direction of senior staff.
• Compile data for the Account Management Team for proposals and coverage checklists.
• Assist in preparing proposals as needed.
• Verify that documentation and information requested are accurate.
• Perform policy checks, audit checks, and complete coverage checklists and recommendation letters under supervision.
• Answer billing questions from clients and insurance company personnel with assistance from the Accounting Department when necessary.
• Verify rates and adjust for any additional premium when orders come in, expediting invoices as directed by senior staff.
• Process premium and non-premium endorsements and follow up with carriers for outstanding policies and corrections.

Requirements

• High School diploma or equivalent.
• 0-2 years of related experience and/or training, or equivalent combination of education and experience.
• Good written and verbal communication skills.
• Ability to make sound independent decisions and interact with a variety of people.
• Team player with a willingness to learn and adapt to mentoring.
• Ability to read, analyze, and reconcile financial reports.
• Good analytical and problem-solving skills.
• Attention to detail.

Nice-to-haves

• Property & Casualty License (may be required per state law).

Benefits

• 401(k) matching
• Employee discount
• Paid holidays
• Paid time off