Who We Are

NFP, an Aon company, is a multiple 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 are an organization of consultative advisors and problem solvers. We 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. To learn more, please visit: https://www.NFP.com.

GENERAL PURPOSE OF JOB

The Claim Associate Analyst will assist with claims oversight and guidance through collaboration with High-Net-Worth clients, Private Client Group (PCG) Sales and Service and carrier to obtain the best possible claim outcome.

DUTIES AND RESPONSIBILITIES

• Provide claim oversight for claim exposures for PCG clients.
• Receive notification of directly reported claims and set up in Epic for assignment.
• Receive initial notification of clients claim, initiate contact with stakeholders and begin processing of claim.
• Record and maintain claim information in EPIC risk management information system.
• Works with carrier partner to address claim handling or adjusting deficiencies regarding coverage, disposition plan, payment, reserve, etc., soliciting management assistance when necessary.
• Initiates a status or a follow up on all open claims as prescribed by best practices and in accordance will handing PCG clients.
• Monitor claims in subrogation and provide updates.
• Assist the Team Leader in various projects.

POSITION SPECIFIC REQUIREMENTS

• Exceptional customer service skills, including emotional intelligence and commitment to outstanding client service.
• Strong people skills to work with High-Net-Worth PCG clients, their representatives, PCG Sales and Service, carrier partners, etc.
• Problem solving focus, maintains confidentiality and strong listening skills.
• Strong oral and written communication skills.
• Balance team and individual responsibilities and contributes to building a positive team spirit.
• Ability to manage multiple tasks at the same time.
• Upholds organizational values, treats others with respect and works with integrity and ethically.
• Supports organizational goals, follows policies and procedures, and completes tasks correctly and on time.
• Exhibits sound and accurate judgment and includes appropriate people in decision-making process.
• Demonstrates persistence and overcomes obstacles while maintaining professionalism.
• Prioritizes and plans work activities, uses time efficiently, sets goals and objectives and organizes or schedules other people and their tasks.
• Demonstrates accuracy and thoroughness while meeting productivity standards and completing work in timely manner.
• Is adaptable, punctual, and dependable.

EDUCATION and/or EXPERIENCE

• Four-year college or university degree preferred.
• 2+ years of claim handling and/or claims oversight experience in claims preferred.
• Proficiency with Microsoft Excel and Word.
• EPIC system knowledge preferred.

PERFORMANCE APTITUDES
The following are basic skills and abilities needed to successfully accomplish the essential duties of this job.

Data Utilization:

• Requires the ability to calculate, compute, summate, and/or tabulate data and/or information. Perform subsequent actions in relation to these computational operations as requested.

Human Interaction:

• Requires the ability to provide guidance, assistance, and/or interpretation to others regarding the application of procedures and standards to specific situations.

Verbal Aptitude:

• Requires ability to discuss a wide variety of reference, descriptive, and/or advisory data and information with clients and colleagues.

Mathematical Aptitude:

• Requires the ability to perform addition, subtraction, multiplication, and division. May require ability to calculate decimals and percentages.

Functional Reasoning:

• Requires the ability to conduct instructions furnished in written, oral, or diagrammatic form. Involves semi-routine standardized work with increasing latitude for independent judgment concerning choices of action.

ADA COMPLIANCE

• Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.
• Sensory Requirements: Some tasks require the ability to perceive and differentiate visual cues or signals. Some tasks require the ability to communicate orally.
• Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.