• Support the team in the management of the portfolio renewal cycle ensuring service standards and workflow processes are consistently met and executed upon
• Compile client or prospect information and develops complete submissions into a presentable format for approval by the Account Manager
• Identify and raise potential issues during the information gathering and marketing process to senior level with suggested solutions
• Support the Account Management team’s client engagement and activities by assembling quotations, proposals, and presentations
• Participate in monthly Account Management team meetings to discuss changes in the insurance market, internal issues, carrier relationships/responsiveness/service, and specific account matters
• Assist in sharing information and coordinating responses to insurers/wholesalers/reinsurers

Knowledge, Skills, And/or Abilities

• Strong written and verbal communication skills
• Ability to successfully interact with a variety of people
• Strong attention to detail, demonstrating reliability and accuracy
• Strong organizational skills with the ability to adjust to changing workload and priorities
• Able to coordinate resources and responsibilities
• Self-motivated with positive attitude
• Demonstrated knowledge using Microsoft Office Suite
• Experience with Epic (agency management system) a plus
• To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.

Education And/or Experience

• Previous brokerage or insurer experience preferred
• Bachelor’s Degree or equivalent a plus

Certificates, Licenses, Registration

• P&C License required or obtained within 90 days of employment
• Industry designation (e.g. CIC, ARM) a plus

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. The base salary range for this position is $42,000 - $69,000. 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. PDN-a0b8ae93-851b-4f98-b254-1ac41971cd71