Sr. Advisor


Sales and service Comme

rcial Lines Insurance



Disseminate appropriate needs of client as it relates to

Commercial Lines

Insurance



Work with firms to develop and promote cross market accounts



Build and maintain strong relationships with carriers, companies, and clients



Market Carr

iers for appropriate coverage

and negotiate coverage terms and pricing



Facilitate requests and needs of Carriers on behalf of clients



Use independent judgment and discretion placing values and coverage’s and makes appropriate

recommendations to clients wit

h matters of insurance



Take complete applications, including follow

-

up for documents required for processing in accordance

with company policies and procedures



Set the customers’ expectations and educate them on the entire Insurance process



Follow through

on transactions to ensure policies are properly issued



Meet goals and objectives as agreed, comprehensively reviewed, and subject to modification



Train and support staff and department on an ongoing basis as necessary



Special projects as assigned


Meet Some of NFP's Employees

April M.

Wellness Consultant

April works to identify the wellness needs of NFP employees and client companies, constructing health and welfare strategies and implementing them throughout the life of a partnership.

Josephine W.

Account Manager, Benefits

Josephine is responsible for overseeing the day-to-day employee benefits management of NFP’s small business clients by answering questions, keeping accurate files, and finding great rates.


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