NFP, an Aon company · 21 hours ago
Group Captive, Sr./Account Coordinator (hybrid Charlotte, NC)
Charlotte, NC
Full-time
Hybrid
Mid Level
$32K/yr - $65K/yr
3+ years expNFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions to address significant workforce and risk challenges. The Senior Account Coordinator will assist the Group Captive team in client support activities, including administrative tasks and exposure to client interactions, while learning key functions of account management.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Assists the Group Captive prospective clients with obtaining historical exposure and loss information with Captive Submission template
Follow up with prospective clients/producers to assist/review/check completion of historical data through review of loss data and historical audits
Analyze & review with AM/AE the “back of the napkin” & “Look Back” analysis to check eligibility for Captive program
Respond to clients’ needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time
Additional duties as requested by the Group Captive team
Gains exposure to clients and carrier contacts; attends meetings and calls, primarily does not advise clients
Assists the Account Management Team in preparing insurance for company proposal requests
Performs policy checking, completes coverage checklists and coverage recommendation letters
Creates and maintains client files in the Agency Mgmt. System in accordance with office procedures. When order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice
Assists with billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary
Qualification
Required
High School or equivalent is required
Good written and verbal communication skills
Self-confident to make sound independent decisions while prioritizing and self-managing workload
Ability to successfully interact with a variety of people
Team player and adaptive to changing priorities and diverse personalities
Must be able to read, analyze and reconcile financial reports
Possess good analytical and problem-solving skills
May be required to work overtime as necessary
Intermediate Microsoft Word, PowerPoint & Excel, Teams and Copilot/AI
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
Ideally more than 3 years of related P&C account support/operations experience and training; or equivalent combination of education and experience
Preferred
Additional education and training preferred
Advanced Excel preferred
EPIC experience is preferred, but will consider other agency management system experience
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase