NFP, an Aon company

Personal Insurance Service Center Account Coordinator (Hybrid or Remote)

NFP, an Aon company  •  Palm Springs, CA (Remote)  •  1 month ago
Expired
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Job Description

Who We Are:

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. To learn more, please visit: https://www.NFP.com.

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.

Essential Duties and 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
  • 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
  • When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

Experience and Qualifications:

  • 2+ years of administrative or customer service experience, with insurance experience preferred
  • Experience using Applied EPIC preferred
  • Bachelor’s degree preferred; high school diploma or GED required
  • Proficient in Outlook, Word, and Excel
  • Good written and verbal communication skills
  • Comfortable making independent decisions and collaborating with others
  • Team‑oriented, adaptable, and committed to continual learning and development
  • P&C license preferred or willingness to obtain within 6 months

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 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.

NFP, an Aon company

About NFP, an Aon company

NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.

With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.

Risk Capital

We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.

Commercial Coverage Expertise

Industry Specialty Teams

Personal Risk

Support Services

Human Capital

Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.

Employee Benefits

Executive Benefits

Life Insurance

Retirement Advisory

Talent Solutions

Wealth Management

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
New York, New York
Year Founded
Unknown
Website
nfp.com
Social Media