Account Coordinator, Select Business Unit (Remote MT)

NFP, an Aon company; Santa Fe (NM); Remote; USD 31,000 - 43,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen Account Coordinator für die Unterstützung von Account-Teams. In dieser Rolle werden Sie grundlegende administrative Aufgaben übernehmen, Daten in das Verwaltungssystem eingeben und an speziellen Projekten mitarbeiten. Sie werden die Möglichkeit haben, Ihre Fähigkeiten in einem dynamischen Umfeld weiterzuentwickeln, während Sie mit einem engagierten Team zusammenarbeiten. Diese Position bietet Ihnen die Chance, in einem vielfältigen und unterstützenden Umfeld zu wachsen und Ihre Karriere voranzutreiben. Wenn Sie eine Leidenschaft für Kundenservice und Teamarbeit haben, könnte dies die perfekte Gelegenheit für Sie sein.

Benefits

Wettbewerbsfähiges Gehalt

PTO & bezahlte Feiertage

401(k) mit Match

Gesundheits- und Wellnessprogramme

Exklusive Rabattprogramme

Qualifications

• 0-2 Jahre relevante Erfahrung oder Ausbildung.
• Fähigkeit, finanzielle Berichte zu lesen und zu analysieren.

Responsibilities

• Erstellt und pflegt Kundenakten gemäß den Büroverfahren.
• Verarbeitet Prämien- und Nicht-Prämienänderungen.

Skills

Schriftliche und mündliche Kommunikationsfähigkeiten

Analytische Fähigkeiten

Problemlösungsfähigkeiten

Aufmerksamkeit für Details

Teamarbeit

Education

High School Diplom oder gleichwertig

Job description

Account Coordinator, Select Business Unit (Remote MT)

Join to apply for the Account Coordinator, Select Business Unit (Remote MT) role at NFP, an Aon company

Account Coordinator, Select Business Unit (Remote MT)

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Join to apply for the Account Coordinator, Select Business Unit (Remote MT) role at NFP, an Aon company

Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. 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.

Summary: 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, provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g., Account Managers or Account Executives) and trainings with the team that will assist in their learning and development. This is a full-time remote opportunity. The standard working hours are Monday through Friday, from 8:00 AM to 5:00 PM Mountain Time (MT).

Essential Duties And Responsibilities

1. Creates and maintains client files in accordance with office procedures
2. Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under the direction of more senior staff
3. Learns to compile data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals
4. Verifies that documentation (policies and endorsements) and information requested are accurate
5. Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior staff)
6. May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary. When orders come in, verifies rates are correct, adjusts for any additional premium, and expedites invoices under the direction of more senior staff
7. Verifies the accuracy and compliance of requested documentation (policies and endorsements)
8. Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.

Knowledge, Skills, And/or Abilities

• 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
• Must be able to read, analyze, and reconcile financial reports
• Possess good analytical and problem-solving skills
• Attention to detail
• May be required to work overtime as necessary

Education And/or Experience

• High School diploma or equivalent
• 0-2 years related experience and/or training; or an equivalent combination of education and experience

Certificates, Licenses, Registration

• P&C License is generally not required at this level but may be required per state law

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $31,000-$43,000. The actual salary offered will be determined by factors including experience, credentials, education, certifications, skill level required, scope of the position, and geographic location. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.