Account Coordinator, Personal Risk Service Center (Palm Springs, CA Hybrid/Remote)

Summary

NFP, an Aon company, provides consultative risk, workforce, wealth management, and retirement solutions. The Personal Risk Service Center Account Coordinator provides centralized administrative and servicing support for client accounts, including policy processing, documentation, carrier coordination, and follow-up on outstanding items.

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

Skills

• 2+ years of administrative or customer service experience
• High school diploma or GED
• 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
• Insurance experience
• Experience using Applied EPIC
• Bachelor's degree
• P&C license
• Willingness to obtain within 6 months

Qualifications

Must Haves

• 2+ years of administrative or customer service experience
• high school diploma or GED
• 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

Nice to Haves

• insurance experience
• Experience using Applied EPIC
• Bachelor's degree
• P&C license
• willingness to obtain within 6 months

Benefits

• PTO and paid holidays
• 401(k) with match
• Exclusive discount programs
• Health and wellness programs
• Flexible hybrid work from the Palm Springs, CA office or remotely
• May be eligible for performance-based incentives