Responsibilities Works proactively to develop relationships with carrier and client contacts; takes an active role in meetings. Prepares and sends requests for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepares the first draft of the renewal presentation. Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor / Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor / Client Executive. Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. Acts as the first point of contact for billing questions from clients and insurance company personnel. 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 experience in Microsoft Office products, specifically Word, Excel, and Outlook. Ability to prioritize multiple tasks to meet deadlines. Ability to read, analyze, and reconcile financial reports. 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), with BA / BS preferred. More than 3 years of client service and/or industry and Personal Lines experience. Demonstrated experience in relevant lines of coverage and managing a book of business. Certificates, Licenses, Registration : P&C Insurance License is required upon hire. What We Offer : We are 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 - $70,000. The actual salary offered will be determined based on experience, credentials, education, certifications, skill level, scope of the position, and geographic location. 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 ID 22273340 #J-18808-Ljbffr