The Account Coordinator is a support role, requiring the team member to assist the Account Manager and Account Executives from various NFP offices across an assigned geography. The individual provides administrative and processing support for client accounts having insurance with various insurance carriers. While in this role, the Account Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, t... more details
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.
Summary: The Account Coordinator is a support role, requiring the team member to assist the Account Manager and Account Executives from various NFP offices across an assigned geography. The individual provides administrative and processing support for client accounts having insurance with various insurance carriers. While in this role, the Account Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. In this role, the Account Coordinator will begin to learn the functions of the Account Manager and continue to expand upon their industry knowledge through special projects as directed by senior team members.
This is a full-time opportunity open to a hybrid work schedule from our Palm Springs, CA office. A fully remote schedule may be considered for experienced candidates. The work schedule is M-F from 8am-5pm Pacific Time.
Essential Duties and Responsibilities:
- Assist a team of Account Managers with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards.
- Will liaise with external carriers and escrow companies
- Inputs changes (such as renewals) and files various items electronically in EPIC document management system
- Follow up with the insurance companies for outstanding policy endorsements, etc.
- Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
- Maintains suspense file both electronic and manual for various correspondence and endorsements
- Processes premium and non-premium endorsements
- Will assist on various projects as needed and assign by Department Manager
- Matches mail, i.e. policies, endorsements, pending mail, copies
- Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
- Creates and maintains client files in the agency management system in accordance with office workflow and procedures.
- Work with other departments to ensure data integrity.
Experience and Qualifications:
- Ideal candidates will have 2+ years of administration/ops and customer service experience.
- Experience in P&C insurance, especially Personal Lines coverage is highly desired.
- HS Diploma or GED required: additional education/training preferred.
- Experience in insurance and EPIC software is desired.
- Proficiency in Outlook, Word and Excel
- Good written and verbal communication skills
- Self-confident to make sound independent decisions.
- Ability to successfully interact with a variety of stakeholders.
- Team player, adaptive to mentoring and continual learning
- Solid analytical and problem-solving skills
- Strong emphasis on attention to detail
- Strong priority management skills
Certificates, Licenses, Registration:
- P&C License is not required upon hire but may be required within six months of hire.
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. The base salary range for this position in CA is $35,000 – $63,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic locations. The 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.
