Middle Market Lending Specialist jobs in Nassau, NY

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. 

Summary of Role

Provide support to the department using clerical and analytical skills to assist Account Managers and Executives in the daily management of Property & Casualty policies and endorsements.  Must be able to efficiently and accurately execute agency processes that provide account leaders quality management data per policy.  Strong computer skills along with effective verbal, written and electronic communications are required.  Will be able to perform within a team environment building relationships with agency partners and colleagues.

This is a hybrid role working from any of our following offices in NY: Albany, Kingston, Rochester OR Danbury, CT.

Essential Duties and Responsibilities

• Utilize agency management system (EPIC) to provide quality control check in of new business / renewal policies, endorsements, audits, etc…against account management system and proposals and or binders
• Execute policy correspondence delivery to the client per agency guidelines and procedures
• Operate a variety of standard office machines, including personal computer with a variety of software, phone, fax, calculator, and shredding, photocopy, and mail machines
• Establish and maintain effective working relationships with co-workers, supervisors and the general public
• Assist with special projects as assigned by management

Knowledge, Skills, and/or Abilities

• Good written and verbal communication skills
• Ability to successfully interact with a variety of people
• Working knowledge of the insurance industry is desired
• Knowledge using Applied/EPIC, Microsoft Outlook, Excel and Word
• Attention to details
• Willingness and flexibility to adjust to and conform with varying schedules
• Able to coordinate resources and responsibilities
• May be required to work overtime as necessary

 Education and/or Experience

• High School graduate or general education degree (GED), college preferred

Preferred Qualifications

• P&C License

 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 $35,000 – $55,000. 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.