Surety Insurance Processor

Aon; Scottsdale (AZ); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is seeking a detail-oriented receptionist/clerical assistant to organize data in electronic systems, handle invoices, files, and cancellations, and support renewals and bond processing.

The role involves answering calls, routing inquiries, mail distribution, and performing related clerical tasks to support the insurance department. P&C license is desirable and college experience is valued.

Qualifications

• High School diploma or GED required; college preferred.
• P&C insurance office experience desired.
• Strong communication and organization skills.

Responsibilities

• Answer incoming calls and route to proper person.
• Perform reception duties in a professional manner.
• Distribute mail and file data in systems.
• Process renewals and related documents; issue bonds.
• Support clerical tasks and special projects.
• Run credit reports and review new/renewal agreements.

Skills

Communication skills

Microsoft Office

Attention to detail

Multi-tasking

Team player

Reception duties

Education

High School diploma

GED

College preferred

Tools

Microsoft Word

Excel

Outlook

CRM software

Job description

Who We Are:

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.

Summary:

To provide support in terms of organizing data in the electronic system through invoices, files, cancellations, reinstatements, etc. May be required to competently revise and/or understand the nature of the information they are processing.

Essential Duties and Responsibilities:

• Answer incoming calls on multi-line phone; routing caller to appropriate individual as necessary
• Perform reception duties in an efficient, professional and courteous manner
• Distribute incoming mail to appropriate parties
• File data and perform other routine clerical tasks as assigned for department as needed
• Support department with various clerical tasks including but not limited to processing, mailing, etc.
• Scanning and creating new business information into custom program
• Establish and maintain effective working relationships with co-workers, supervisors and customers
• Process and distribute bond renewal invoices
• Issue Finance Agreements
• Run credit reports
• Process and track status of renewals
• Issue new and renewal Bonds
• Assist with special projects as assigned

Knowledge, Skills, and/or Abilities:

• Good written and verbal communication skills
• Good fundamental computer navigation skills
• Experience using Microsoft Office products (Word, Excel, Outlook)
• Self-motivated
• Strong attention to details
• May be required to work overtime as necessary
• Experience with receptionist duties is desired
• Ability to handle situations in a calm, courteous and professional manner
• Ability to prioritize multiple tasks to meet deadlines
• Ability to interact with a variety of people/personalities and function well in a team environment

Education and/or Experience:

• High School graduate or general education degree (GED), college preferred
• Previous P&C insurance office experience desired

Certificates, Licenses, Registration:

• P&C License desired

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 $38,000 to $48,000. 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.