NFP · 2 days ago
Coordinator
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ConsultingFinancial Services
H1B Sponsorship
Insider Connection @NFP
Responsibilities
Creates and maintain client files in accordance with office procedures.
Prepares ID cards, certificates of insurance, Accord applications, binders, and cancellations under the direction of more senior level staff.
Learns to compile data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals.
Verifies that documentation (policies and endorsements) and information requested are accurate.
Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff).
May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary. When an order comes in, verifies rates are correct, adjusts for any additional premium, and expedites the invoice at the direction from more senior level staff.
Verifies the accuracy and compliance of requested documentation (policies and endorsements).
Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.
Qualification
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Required
High School graduate or equivalent
0-2 years related experience and/or training; or equivalent combination of education and experience.
Preferred
P&C License is generally not required at this level but may be required per state law.
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP
NFP is an insurance brokerage company that specializes in property, wealth management, and retirement planning services.
H1B Sponsorship
NFP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (1)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-21Acquired· by Aon ($13.4B)
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Recent News
2024-05-21
2024-05-17
MarketScreener
2024-05-07
Company data provided by crunchbase