Commercial Insurance SBU Broking Specialist- hybrid or remote (future)

SBUBR010694_1

Who We Are

NFP is a seven-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 8,000 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.

The Role at NFP

NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please return to our current openings via our Careers Page at https://careers.nfp.com and search for roles NOT labeled (future).

The SBU (Select Business Unit) Broking Specialist will be responsible for assisting our Sales Agent teams with the daily servicing of our clients while utilizing the top national and regional carriers. Responsibilities include analyzing clients’ exposures to develop solutions, solicit quotes, negotiate with markets, analyze comparisons, and make recommendations to the Account Management team. Operating ethically, respectfully, with honesty, and integrity.

This is a full-time position, ideally working hybrid from any of our central region offices, but we will consider a fully remote option for experienced P&C candidates. Must be able to work on a CST or EST time zone schedule.

Essential Duties And Responsibilities

Communicate with Sales Agents regarding any challenges to ensure deadlines are metBuild relationships with underwriters and keep current with insurance company risk guidelinesPrimarily, this is a carrier-facing role, but you will provide exemplary customer service when corresponding with clients when necessaryFollow the Workflow and use the Service Level Agreement (SLA) as guidesRate on carrier websites, using the marketing and new business guidelinesProvide coverage for Marketing Specialists as neededAnswer the phones and respond to client e-mails promptlyDirect any client inquiries regarding sales, billing, or proofs to the respective teamsRecord loss runs and supplementals on modification worksheetsWork with the Sales Agent on quotes, payment options, binding, etc., to present to the clients. Escalate issues to the Sales Agent when necessaryObtain updated information from the client for underwriting requestIn EPIC, create Loss Policy Release, change requests and billing for submission to underwritingPerform other duties as assigned

What We’re Looking For

Ability to work independently and in a team environment to anticipate client and team needsEffective time management and decision-making skillsDiligent follow-up skillsAbility to express ideas clearly in both written and oral communicationsHandle situations in a calm, courteous and professional mannerBe customer-focused to establish and maintain effective relationshipsPrioritize tasks to meet deadlinesPossess strong analytical and problem-solving skillsBe flexible and adaptable to changing priorities, deadlines, and technology

Education And/or Experience

HS Diploma/GED required. College degree preferredAt least 2 years of Commercial Lines P&C experience preferredAbove average computer skills including the ability to navigate agency management systemIntermediate-level Microsoft Office Suite requiredExperience with EPIC (or other industry CRM) preferred

Certificates, Licenses, Registration

P&C license preferred or have the ability to obtain within 3 months of employment and retain license by meeting the continuing education requirements

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.

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