Title: Commercial Lines Associate Broker (East Coast hybrid or remote) Location: Reston United States Job category: Broker/Dealer Operations Requisition number: ASSOC015163 - Full-time - Remote Job Description: Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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. Job Summary: The Commercial Lines Associate Broker will provide support to broking team members and contribute to strategic recommendations, problem-solving, and solution development for prospects and clients. You will develop a comprehensive understanding of prospect and client risk profiles and exposures, and act to cultivate and maximize insurance market interest, leading to the development of effective risk financing and risk transfer solutions. Your focus will be on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. This is an ideal role for emerging talent with insurance experience and insights to foster a Broker career. This is a full-time role with the flexibility of a hybrid schedule in our Bethesda, MD or Charlotte, NC office. We will consider a remote option for well-experienced candidates. East Coast work location is desired for the ability to travel within the region as required. Essential Duties and Responsibilities: - Participate in the analysis of clients' or prospects' existing programs and ensure requirements. Review current policies and formulate recommendations for customized risk solutions. - Work with Sr. Broker and brokerage team to ensure placements are handled according to NFP's service model standards and timelines. - Support the team in developing client/prospect diagnostics - working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement. - Assist in the timely production of required documentation and follow-up, ensuring timely flow of materials. - Assist team members with proposal development for existing and prospective clients. - Respond to client queries and concerns to resolve issues promptly. - Work with Sr. Broker to review binders and policies to ensure terms and conditions are accurately reflected. - Present to local account executives at occasional client meetings and conference calls. - Support the deployment of data and analytics to provide program insights for clients and the broking team. - Develop productive business relationships with key insurance underwriters and local NFP account teams. - Cultivate a thorough understanding of markets to better assist the broking team. - Execute on NFP's broking strategies, including strategic carriers, panels, and preferred wholesaler utilization. - Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers. - Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion. Knowledge, Skills, and/or Abilities: - Strong written and verbal communication skills. Strong attention to detail, demonstrating reliability and accuracy - Ability to successfully interact with a variety of people while demonstrating self-confidence and influence - Solid negotiation skills - ability to adjust approach to effectively drive optimal outcomes depending on different personalities - Demonstrated ability to work independently and as part of a team - Strong organizational skills with the ability to adjust to changing workload and priorities - Able to coordinate resources and responsibilities - Self-motivated with positive attitude and sense of urgency - Detail-oriented with strong analytical skills, both quantitative and qualitative - Demonstrated knowledge of Microsoft Office Suite, MS Teams and AI at the intermediate or advanced level - Experience with Epic (agency management system) a plus Education and/or Experience: - 2+ years of experience in commercial P&C broking, operations, underwriting or sales support is required - Bachelor's degree preferred. HS Diploma or equivalent along with P&C experience and additional training is required - Working knowledge of carrier underwriting practices and processes preferred Certificates, Licenses, Registration: - P&C License required or obtained within 90 days of employment - Advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus 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 $60,000 - $70,000. 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.

• Set up process and workflow to obtain insurance prior authorizations (primary responsibility) • Receive, track, and process incoming referrals from primary care providers and partner organizations. • Process insurance authorizations for outbound referrals, including submitting documentation and managing denials or appeals. • Verify insurance and referral information to ensure completeness, accuracy, and compliance. • Communicate updates to referring providers and maintain clear, timely feedback loops to support continuity of care. • Schedule patient appointments with OrthoPass clinicians, ensuring alignment between provider availability and patient needs. • Manage scheduling logistics for urgent or complex cases requiring additional coordination. • Maintain up-to-date and accurate records in the EHR and referral tracking systems. • Partner closely with operations, clinical, and provider relations teams to ensure smooth handoffs and proactive issue resolution. • Identify and escalate barriers to care access or workflow bottlenecks, recommending process improvements as needed. • Support reporting and quality improvement initiatives related to referral timeliness, patient engagement, and access metrics.

• Inspire and lead team in a manner that effectively maximizes business results and employee satisfaction • Oversee and manage a team of claims adjusters, providing guidance and support throughout the claims process • Develop, implement, and execute behavioral based coaching techniques to maximize individual and team productivity and performance • Coach, mentor, and teach Claims Adjusters to support their continued growth and improvement • Consistently work to develop all Claims Adjusters • Serve as an expert resource to representatives and colleagues regarding claims team processes and procedures • Review and evaluate claims, ensuring accuracy and adherence to company policies and procedures • Foster a cooperative environment and empower individuals by supporting an open forum for innovation, change, growth, and sharing of knowledge and skills • Conduct performance evaluations and provide ongoing training and development opportunities for Claims Adjusters • Monitor claim activities, identify trends or areas for improvement, and implement strategies to enhance claims handling efficiency and customer satisfaction • Maintain a strong working knowledge of insurance regulations, industry trends, and best practices to ensure compliance and optimal claims management • Use established monitoring systems to QA, monitor, and evaluate performance • Generate appropriate action plans to enhance and improve performance of under-performing representatives • Effectively use reward and recognition tools to drive business results and associate satisfaction • Identify and implement strategies that will enhance the customer experience and improve productivity and performance • Perform other duties as assigned • Conform with all company policies and procedures

• Serve as a trusted advisor to commercial business leaders, using advanced analytics and strong consulting skills to shape strategy and drive measurable business outcomes. • Lead complex, cross-functional analytical initiatives from problem definition through recommendation and implementation. • Proactively identify emerging trends, risks, and opportunities within the commercial book of business and influence decisions at senior leadership levels. • Regularly lead and contribute to enterprise-impact initiatives, mentor and develop less experienced analysts, and ensure analytical rigor, consistency, and business relevance across deliverables.