Risk Placement Coordinator (non-licensed)

Company: National Financial Partners Corp.
Location: Saint Johnsbury
Posted on: June 12, 2021

Job Description:

Who We Are:

We're NFP, a three-time Best Places to Work award winner in Business Insurance for 2017, 2018, and 2019. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.nfp.com/

This role:

Risk Placement Coordinator (non-licensed) is responsible for assisting our Sales Agent teams with the daily servicing of our clients while utilizing the top 6 National and top 3 Regional carriers; operating ethically, respectfully, with honesty, integrity, and to the best interest of the clients.

Risk Placement Coordinator (non-licensed) role requires successfully executing communications and processes with our insurance company partners in support of meeting our client's needs. This includes but is not limited to; evaluating the insurance company marketplace based on client need, account review data support, manual renewal processing, billing, loss run inquiry, experience modification request, audit support, etc. A successful Risk Placement Coordinator (non-licensed) will need strong communication and analytical skills to successfully assist in the management of our accounts. This includes building relationships with our internal teams as well as with key people within our insurance company partner organizations to ensure the needs of our clients are met. Confident ability to navigate internal and external technology is also key to the success of this position.

Responsibilities:

• Build relationships with Sales Agents and match the desired work
• Build relationships with underwriters and keep current with insurance company risk guidelines
• Primarily, this is a carrier facing role, but you will provide exemplary customer service when corresponding with clients when necessary
• Follow the workflow for this role daily, using the Service Level Agreement (SLA) as a guide to ensure work is completed in a timely
• Rate on carrier websites, using the marketing and new business guidelines
• Provide coverage of other Marketing Specialists as needed
• Communicate with Sales Agents regarding any challenges to ensure deadlines are met
• Answer the phones promptly and respond to client e-mails within 24 hours
• Respond to critical carrier e-mails within 24 hours, or respond to non-critical carrier e-mails within 48 hours
• Direct any client coverage inquiry to Sales Team; Direct any Billing inquiry the Billing Team; Direct any Proofs requests to the Proofs Team
• Obtain loss runs, supplemental(s), experience on modification worksheets
• Using information provided by the Sales Agent on quote sheet and found in Epic (prior policy, prior apps, prior submissions, etc.), rate on various preferred carrier web portals or email submissions to underwriting for rating and prepare proposal/quote for Sales Agent to present to the client. (including subjective, payment options and anything further that is needed for binding, when sending to Sales Agent)
• Update app to reflect quote chosen by Sales Agent and bind per Sales Agent
• Underwriting Requests. Obtain updated information such as vehicle and driver lists at the request of underwriting. This may be done by preparing information to present to the client from generic Marketing Specialist email
• Claim follow-up. Call carrier or check on carrier site 3 days after a claim is submitted and provide additional follow-ups to determine if the claim is going smoothly. Escalate issues to the Sales Agent
• Create Loss Policy Release forms in Epic for the Sales Agent to present to the client. Send signed LPR to the carrier once received
• Create Epic change requests for all direct bill/agency, bill admitted carrier policies and submit to underwriting - if available, process endorsements on carrier sites. Create and send activity with detailed

Knowledge, Skills, and/or Abilities:

• Sales
• Ability to work independently and anticipate client and team needs
• Effective time management and decision making skills
• Diligent follow up skills and detail
• Ability to express ideas clearly in both written and oral communications

Education and/or Experience:

• High School graduate or equivalent
• 1-5 years related experience and/or training; or equivalent combination of education and experience.

Certificates, Licenses, Registration: License is generally not required at this level but may be required per state law

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.

Keywords: National Financial Partners Corp., New England , Risk Placement Coordinator (non-licensed), Other , Saint Johnsbury, Northeast