Associate Broker

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Job description

Who We Are

We're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. 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:

The Role-Associate Broker

Provide support to the department using clerical and analytical skills to assist Account Managers and Executives in the daily management of Property & Casualty policies. Must be able to efficiently and accurately execute agency processes that provide account leaders quality management data per policy. Strong computer skills along with effective verbal, written and electronic communications are required. Will be able to perform within a team environment building long lasting relationships with customers, agency partners, company leadership and staff.

Essential Duties and Responsibilities:

* Mail handling including input to the agency management system per agency guidelines.
* Pull policy correspondence reports from carrier websites and manage carrier e-mail delivery of similar reports.
* Provide proofs of insurance per agency guidelines.
* Utilize agency management system to provide quality control check in of new business / renewal policies, endorsements, audits, etc…against account management activity.
* Execute policy correspondence delivery to the client per agency guidelines and procedures.
* Input and communicate appropriately notice of cancellations, non-renewals and reinstatements.
* Operate a variety of standard office machines, including personal computer with a variety of software, phone, fax, calculator, and shredding, photocopy, and mail machines
* Establish and maintain effective working relationships with co-workers, supervisors and the general public
* Assist with special projects as assigned by management

Knowledge, Skills, and/or Abilities:

* Good written and verbal communication skills
* Ability to successfully interact with a variety of people
* Working knowledge of the insurance industry is desired
* Knowledge using Applied/EPIC, Microsoft Outlook, Excel and Word
* Attention to details
* Willingness and flexibility to adjust to and conform with varying schedules
* Able to coordinate resources and responsibilities
* May be required to work overtime as necessary

Education and/or Experience:

* High School graduate or general education degree (GED), college preferred

Certificates, Licenses, Registration:

* None

Preferred Qualifications:

* P&C License Preferred

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.

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.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.