Personal Risk Account Coordinator (Palm Springs, CA or PST Remote)

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 Role at NFP

Summary: The Account Coordinator – Processing is a support role, requiring the Processor to assist the account teams by providing basic administrative and support functions in the team’s day-to-day servicing of clients.  While in this role, the Processor 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 Processor will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process and continue to expand upon their industry knowledge through special projects as directed by senior team members.

We offer the flexibility of a hybrid schedule from our Palm Springs, CA office, and are open to a fully remote hire (any US city) for candidates with demonstrated P&C insurance experience. The required work schedule is Monday-Friday from 8:00am – 5:00pm PST (regardless of residential time zone).

This is a great opportunity to build foundational knowledge in the insurance industry while working in a collaborative team environment and receiving mentorship and guidance to grow your career.

Essential Duties and Responsibilities:

• Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
• Maintains electronic suspense file in Epic as part of daily work management.
• Will assist on various projects as needed and assigned by Department Manager
• Mail processing.
• Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
• Performs policy checking.
• 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:

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 $31,000 – $48,000. 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.