(Hybrid) Sr. Coordinator, Life Insurance

This listing was posted on Professional Diversity Network.

(Hybrid) Sr. Coordinator, Life Insurance

Location:

Plymouth, MN

Description:

Who We Are NFP is a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com . This is a hybrid position with in-office flexibility 3 days a week. Summary of Role: The Senior Coordinator is responsible for assisting the life insurance personnel with all aspects of administrative support and client service Essential Duties and Responsibilities: Schedule and Maintain calendars to ensure daily, weekly, monthly and quarterly priorities are met for senior life insurance leaders. Complete expense reports for senior leaders, order lunches or make reservations and make travel arrangements. Act as an extension of NFP senior leadership team to internal and external customers by exemplifying a winning attitude and showing you care about clients and internal customers. Be professional, including maintaining a high level of discretion regarding confidential and sensitive information. Assemble meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, product specific sales illustrations, policy and product summaries, reports, presentations, and marketing packets. Take a proactive lead on conserving the existing block of life insurance by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the leader informed of problematic cases. Process policy service requests; this may include address, beneficiary/ownership changes, and premium mode changes etc. Follow up with insurance carriers and vendors to ensure accuracy and speed. Ensure data accuracy in company records by regularly and routinely updating client and carrier/vendor information in CRM and maintain electronic client files according to company compliant procedures. Complete policy summaries or annual reviews of clients' life insurance coverage as assigned Perform administrative duties for the department including scanning and accurately filing materials, reviewing incoming mail, fielding phone calls, preparing team meeting materials, and greeting clients. Assist team with special projects as required. Knowledge, Skills, and/or Abilities: Strong oral and written communication skills Insurance product knowledge (life, disability, and long-term care). CRM knowledge, entering new clients, keeping client data updated, policy record creation, task management, workspace management, calendar management. Well-organized Detailed, takes pride in work Service Knowledge - to assist clients with changes to policies Retention skills Multitasker, ability to handle several projects/clients simultaneously Proficiency with MS Office products, including Outlook, Word, Excel, and PowerPoint Dedicated work ethic with a commitment to client service excellence Education and/or Experience: High School Diploma required; College Degree preferred 1-3 years prior experience, preferably within financial services Previous experience in life insurance, assisting executives and teams, and providing a high level of client service is preferred Certificates, Licenses, Registration: Life and Health (preferred, not required) Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision. Working Conditions: Climate controlled office environment. 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. NFP and You... Better together! NFP is an inclusive Equal Employment Opportunity employer. PDN-9b80fadb-de9f-426d-adcf-07e7231b3c65

Company:

NFP

Industry:

Other

Posted:

May 3 on Professional Diversity Network

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(Hybrid) Sr. Coordinator, Life Insurance | Insurance Agent in Insurance Job Job at NFP in Plymouth1

(Hybrid) Sr. Coordinator, Life Insurance

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