Clerk / Coordinator, Commercial Insurance (hybrid NY or CT)

National Financial Partners; Village of Pittsford (NY); Hybrid; USD 31,000 - 45,000; Full time

Job summary

A leading organization in financial services seeks a Processor (clerk/admin) to provide essential support to account managers in Pittsford, NY. This full-time role involves performing clerical duties, interacting with clients, and maintaining effective communication. Ideal candidates will possess strong communication skills and a working knowledge of the insurance industry, working in a flexible hybrid or in-office environment.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Qualifications

• High School graduate or GED required, advanced education preferred.
• Good communication and interpersonal skills.
• Knowledge of insurance industry desired.

Responsibilities

• Provide clerical support to account managers and executives.
• Perform various administrative tasks for the department.
• Establish effective working relationships with co-workers.

Skills

Good written and verbal communication skills

Ability to successfully interact with a variety of people

Working knowledge of the insurance industry

Knowledge using Applied

Knowledge of Microsoft Outlook

Knowledge of Excel

Knowledge of Word

Education

High School graduate or general education degree (GED)

Advanced training / education preferred

Job description

NFP, an Aon company, is a multiple 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.

Job Summary : The Processor (clerk / admin) will provide support to the department using clerical skills to assist Account Managers and Executives in servicing clients within the field of and Property and Casualty while maintaining a quality of service that fosters a long-term relationship both internally and externally. You will communicate and interact with customers, supplier, visitors, staff and others while responding clearly and effectively.

This is a full-time position offering the flexibility of a hybrid or in-office work schedule, available from any of the following office locations : NY : Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill OR our office in Danbury, Connecticut.

Essential Duties and Responsibilities :

• Provide support to the department through the scanning of customer policies and other documents as needed
• Perform various clerical and administrative tasks to support the department
• Operate a variety of standard office machines, including personal computer with a variety of software, phone, fax, calculator, and shredding, photocopy, and mail machines
• Establish and maintain effective working relationships with co-workers, supervisors and the general public
• Assist with special projects as assigned by management

Knowledge, Skills, and / or Abilities :

• Good written and verbal communication skills
• Ability to successfully interact with a variety of people
• Working knowledge of the insurance industry is desired
• Knowledge using Applied, Microsoft Outlook, Excel and Word
• Willingness and flexibility to adjust to and conform with varying schedules
• Able to coordinate resources and responsibilities
• May be required to work overtime as necessary

Education and / or Experience :

• High School graduate or general education degree (GED) required; advanced training / education preferred

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 $31,000.00 $45,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. 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.

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Commercial Insurance • Pittsford, NY, US