Account Coordinator-Remote

Who We Are:

Thompson Flanagan is a premier insurance brokerage firm, one born from the belief that there's a better way to operate as brokers. Thompson Flanagan pairs world-class responsiveness with a rigorous approach to the understanding and appreciation of our clients' business challenges to determine the best ways to tackle them. Our team-based model empowers every team member to add value and our entrepreneurial mindset keeps everyone relentlessly focused on our clients' success.

Insurance is complex. That's why we act as true advocates for our clients-many of whom are law firms, private equity and title companies across the country. We guide them through this maze, knowing how much the right solution can mean to their business. We treat them as we'd like to be treated-keeping them top of mind, communicating openly and being proactive on their behalf. We work as a team, share information constantly and always try to find an even better solution.

We're part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

NFP Property & Casualty's Private Equity Team is seeking an Account Coordinator to join its fast-paced and growing group. This support role is responsible for assisting brokers and account teams by providing essential administrative functions and day-to-day servicing of clients. The coordinator will contribute to client deliverables, participate in internal trainings, and gain hands-on experience with private equity-related insurance placements.

KEY RESPONSIBILITIES

• Assist insurance brokers with client service and account management tasks, including client proposals, billing, certificates of insurance, summaries of insurance, and policy issuance.
• Maintain proactive and clear communication with clients, carriers, and internal teams.
• Utilize our Agency Management System (Applied Epic) to manage client data, documentation, billing, and invoicing - training provided.
• Support premium financing processes and client billing inquiries.
• Track new and renewal business workflows and deadlines.
• Participate in special projects, team meetings, and ongoing professional development opportunities.

GROWTH & DEVELOPMENT

• Stay current on industry trends and news relevant to private equity and insurance.
• Actively pursue an insurance license and/or professional designation.
• Engage in internal training programs to enhance technical and interpersonal skills.
• Be an active and supportive member of the team and NFP community.

SUCCESS IN THIS ROLE LOOKS LIKE:

• Building effective relationships with clients, carriers, and colleagues based on trust, responsiveness, and respect.
• Anticipating client needs and supporting brokers with well-organized, timely, and high-quality work.
• Maintaining attention to detail while juggling multiple priorities.
• Contributing to a team culture that values innovation, accountability, and continuous improvement.

WHAT YOU BRING:

• Bachelor's degree preferred; relevant experience also considered.
• Ability to obtain an insurance license within 3 months of hire (company support provided).
• Strong communication skills, both verbal and written.
• Detail-oriented with excellent organization and prioritization skills.
• Team-player attitude with flexibility and a proactive mindset.
• High comfort level with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Prior customer service or administrative experience is a plus.

ABOUT NFP PROPERTY & CASUALTY - PRIVATE EQUITY TEAM

The Private Equity team within NFP Property & Casualty delivers specialized insurance solutions to private equity firms and their portfolio companies. We support the full investment lifecycle-underwriting risks during diligence, placing tailored coverages post-close, and ensuring continued protection as companies grow, pivot, or exit.

Our team blends deep technical expertise with a strong service ethic, and we pride ourselves on delivering proactive, business-savvy insurance solutions that support our clients' financial objectives.

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. A wholly owned subsidiary of NFP Corp., an Aon company, we offer the resources of a global firm with the personalized service of a boutique.

EQUAL EMPLOYMENT OPPORTUNITY

NFP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made based on merit, qualifications, and business needs, without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, or any other legally protected status.

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 $31,000 to $48,000. 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 and Thompson Flanagan is an inclusive Equal Employment Opportunity employer.