Personal Insurance Account Coordinator (Remote, E.S.T.)
About Us
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.
About the Role
The Personal Risk Service Center Account Coordinator provides centralized administrative and servicing support for client accounts. In this role, the Account Coordinator works closely with Personal Risk Account Managers and, as needed, Private Client Account Executives to support day-to-day service activities, documentation, and policy processing. The role also partners with insurance carriers to process endorsements, issue policy documents, and follow up on outstanding items to ensure timely and accurate service delivery.
This position is part of NFP’s Personal Risk Service Center model, which delivers structured, centralized support to service teams across the organization. The Account Coordinator collaborates with service center colleagues and internal partners to support workflows and service standards. This role also offers the opportunity to cross-train with NFP’s Private Client Group, gaining exposure to more complex accounts for affluent and high-net-worth clients and building a strong foundation for growth within NFP’s Personal Risk practice.
This is a full-time opportunity open to a hybrid or remote schedule. Candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.
Responsibilities
- Assist a team of 7+ Account Managers with daily or routine responsibilities in processing endorsements, agency bill transactions, creating evidences of insurance and automobile identification cards, and direct bill reconciliations
- Liaise with external carriers and escrow companies
- Input changes (such as renewals) and file various items electronically in EPIC document management system
- Follow up with the insurance companies for outstanding policy endorsements
- Prepare I.D. cards, evidence of insurance, applications, binders, and cancellations under the direction of Account Manager or Account Executive
- Maintain suspense file both electronic and manual for various correspondence and endorsements
- Process premium and non-premium endorsements
- Assist on various projects as needed and assigned by Department Manager
- Match mail, i.e. policies, endorsements, pending mail, copies
Requirements
- 2+ years of administration or customer service experience
- Ability to obtain Property & Casualty license within 90 days
- High School Diploma or GED required
- 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 partners
- Adaptive to mentoring and continual learning
- Solid analytical and problem-solving skills
- Attention to detail
Benefits
- Competitive salary
- Paid time off (PTO) and paid holidays
- 401(k) with company match
- Exclusive discount programs
- Health and wellness programs
Pay
The base salary range for this position is $32,000–$50,000. 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.