NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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.
Essential Duties and Responsibilities:
Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of clientneeds, policy administration, renewal processes, and service workflows
Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
Reviews work for accuracy, completeness, and client readiness before delivery, raising questions or issues to Account Managers as appropriate
Maintains client documentation in accordance with internal standards and systems
Participates in client and internal meeting as appropriate to establish understanding of account management and client servicing
Develops basic understandingofthe triage frameworks for complexity and / or urgency, and developsunderstandingofthe Shared Services (GCCs and National COEs) delivery model
Establish foundational knowledge of building and maintainingrelationships with clients and carriers
Completes training and development activities aligned to progression into an Account Manager role
Knowledge, Skills, and/or Abilities:
Strong organizational skills and attentiontodetail
Effective written and verbalcommunicationskills
Ability to handlemultiple tasks and follow through on assignments
Willingness and abilitytolearninsurance products, processes and systems
Collaborative mentality with ability to work across teams
Basic analytical and problem-solving capabilities
Foundational level of experience in Microsoft Suite
We're proud to offer a competitive salary, PTO&paidholidays,401(k) with match, exclusivediscount programs, health&wellnessprograms, and more. Our PeopleFirstculture focuses on building and nurturing lifelong relationships with our employees because, ultimately, we exist to be there for others. Thebasesalary range for this position is $55,000–$65,000.Thebasesalaryofferedwillbedetermined 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 basesalaryofferedwillbedetermined on a case-by-case basis. In addition to thebasesalary, this position may be eligible for performance-basedincentives.
NFP and You... Better Together!
NFP is an inclusiveEqualEmploymentOpportunity employer.
#LI-REMOTE
#LI-BW1
Numbers & Facts
Location
Westlake Village, California (Remote)
Job Type
Full-time
Salary
$55,000–$65,000 Per Year
Skills
Analysis Skillsunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Financial Reportingunmatched
Follow Throughunmatched
Insuranceunmatched
Policy Developmentunmatched
Problem Solving Skillsunmatched
Riskunmatched
Sales Managementunmatched
Team Playerunmatched
Training/Teachingunmatched
Wealth Managementunmatched
Workforce Managementunmatched
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