Broking Coordinator

Summary

NFP, an Aon company, provides consultative insurance, risk, workforce, wealth management, and retirement solutions. The Broking Coordinator supports brokers by analyzing client programs, developing risk financing and transfer solutions, coordinating placements and documentation, assisting with proposals and presentations, and using data and analytics to provide program insights.

Responsibilities

• Participate in the analysis of clients’ or prospects’ existing programs and ensure requirements. Review current policies and formulate recommendations for customized risk solutions
• Negotiate with insurance carriers; drives financial and non-financial outcomes that support organic revenue development and retention. Seize upon opportunities to upsell and cross-sell, leading to greater client product density and expanded account margin
• Ensure placements are handled according to NFP’s service model standards and timelines
• Support the team in developing client/prospect diagnostics – working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service results, and opportunities fo program improvement
• Assist in timely production of required documentation and follow-up, ensuring timely flow of materials
• Assist team members with proposal development for existing and prospective clients
• Respond to client queries and concerns to resolve issues promptly
• Attend client meetings with team; leading to refined and enhanced client communication and presentation skills
• Present to local account executives, participate in RFPs, occasional client meetings and conference calls
• Support the deployment of data and analytics to provide program insights for clients and the broking team
• Develop productive business relationships with key insurance underwriters and local NFP account teams
• Cultivate a thorough understanding of markets to better assist the broking team
• Execute on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization
• Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers
• Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion

Skills

• * Strong written and verbal communication skills
• * Ability to successfully interact with a variety of people
• * Proven negotiation skills
• * Ability to work independently and as part of a team
• * Attention to detail, demonstrating reliability and accuracy
• * Strong organizational skills with the ability to adjust to changing priorities
• * Detail-oriented with strong analytical skills, both quantitative and qualitative
• * Microsoft Office Suite
• * Experience with Epic (agency management system) a plus
• * High School Diploma or GED required
• * Bachelor's degree or equivalent preferred
• * P&C License preferred

Qualifications

Must Haves

• * Strong written and verbal communication skills
• * Ability to successfully interact with a variety of people
• * Proven negotiation skills
• * Ability to work independently and as part of a team
• * Attention to detail, demonstrating reliability and accuracy
• * Strong organizational skills with the ability to adjust to changing priorities
• * Detail-oriented with strong analytical skills, both quantitative and qualitative
• * Microsoft Office Suite
• * Experience with Epic (agency management system) a plus
• * High School Diploma or GED required

Nice to Haves

• * Bachelor's degree or equivalent preferred
• * P&C License preferred

Benefits

• PTO
• Paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• 25% commission on first year new business
• Performance-based incentives
• Hybrid or remote work arrangements