*Who We Are: *
We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.
We are also recognized as an Elite Agency award winner and 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 has 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.
*Essential Duties and Responsibilities:*
* Begins to develop relationships; attend meetings and may contribute.
* Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
* Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
* Creates and maintains client files in accordance with office procedures.
May be responsible for keeping client policy records in the agency management system.
* Assists on some billing questions from clients and insurance company personnel with assistance from the Accounting Dept.
when necessary.
*Knowledge, Skills, and/or Abilities:*
* Highly organized with excellent verbal and written communication skills.
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
* Ability to handle situations in a calm, courteous and professional manner
* Customer focused to establish and maintain effective relationships
* Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
* Ability to prioritize multiple tasks to meet deadlines
* Must be able to read, analyze and reconcile financial reports
* Possess strong analytical and problem solving skills
* Sharp attention to detail, decision-making skills, and problem resolution
* Flexibility and adaptability to changing priorities, deadlines and technology.
*Education and/or Experience:*
* Associates degree (or equivalent) and BA/BS preferred
* More than 3 years’ client service and/or industry and product line experience.
*Certificates, Licenses, Registration:*
* Appropriately licensed or ability to obtain licensing if required
*What We Offer:*
NFP is 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.
The base salary range for this position is $40,000 – $78,000.
The base salary offered will be determined 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 base salary offered will be determined on a case-by-case basis.
In addition to the base salary, this position may be eligible for performance-based incentives.
*NFP and You.
.
.
Better Together!*
_NFP is an inclusive Equal Employment Opportunity employer.
_
Job Type: Full-time
Pay: $40,000.
00 - $78,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Disability insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Mileage reimbursement
* Paid time off
* Parental leave
* Travel reimbursement
* Tuition reimbursement
* Vision insurance
Experience level:
* 3 years
* 4 years
* 5 years
Schedule:
* Monday to Friday
Work Location: Hybrid remote in San Diego, CA 92122
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