Broking Coordinator

Essential Duties and 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
Knowledge, Skills, and/or Abilities:
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
Education and/or Experience:
High School Diploma or GED required
Bachelor's degree or equivalent preferred
Certificates, Licenses, Registration:
P&C License preferred