Operations Coordinator

Primary Responsibilities:

  • Prepares sales meeting materials and client deliverables
  • Utilizes software for report creation
  • Sets and confirms appointments
  • Coordinates with service providers to obtain necessary information
  • Manages/updates databases
  • Provide support to sales advisor

Knowledge, Skills, Abilities Required:
  • Excellent written and oral communication skills
  • Strong organizational skills with the ability to multi-task
  • Accurate typing skills
  • Capacity to respond appropriately to clients and escalate issues to management if necessary
  • Ability to apply problem-solving skills to complete tasks
  • Must work well in a team environment with a positive attitude

Preferred Experience:
  • Strong working knowledge of Microsoft Office products and/or other computer software systems
  • Financial, Investment or Banking Experience Preferred

See Inside the Office of NFP

Through a network of 3,800 employees in hundreds of offices across the U.S., Canada, and the U.K, NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual private client solutions through its licensed subsidiaries and affiliates. The company’s expansive reach allows its sales producers to access the most highly rated insurers, vendors, and financial institutions in the industry, while locally-based employees tailor solutions to meet clients' diverse needs.

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